Investment Common Sense



Watch List    September 19, 2025

The watch list is my own personal list of investments. If an investment has declined more than my "stop-loss" percent, the percent will be shown in the Decline column.

I weakly try to keep this list current at least weekly. So, the list reasonably accurately reflects the high price for each issue since I have owned it. The first time a new security shows up on the list, the high price and the current price will be equal. That does not mean that was the price I paid because I may have bought the security some time ago at a different price and did not get around to updating the list at that time.

Watch List
Symbol TheName ReferencePrice Latest Price Sec Type Decline
039483BL5ice ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $98.81 $98.81 Fixed Income
06051V7A8 BANK OF AMERICA 4.35%26CD FDIC INS DUE 01/20/26US $100.28 $100.13 Fixed Income
06051XNY4 BANK OF AMERICA 4.15%25CD FDIC INS DUE 10/29/25US $99.99 $99.99 Fixed Income
084670BS6 BERKSHIRE HATHA 3.125%26 DUE 03/15/26 $99.62 $99.62 Fixed Income
254687FV3 THE WALT DISNEY 1.75%26 DUE 01/13/26 $99.30 $99.30 Fixed Income
5380362J2 LIVE OAK BANKING 4.15%26CD FDIC INS DUE 02/23/26US $100.13 $100.13 Fixed Income
59013K3Y0 MERRICK BANK 4.25%26CD FDIC INS DUE 01/30/26US $100.25 $100.13 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $98.82 $98.82 Fixed Income
63743FTT3 NTNL RURAL UTILIT 3.5%25 DUE 12/15/25 $99.64 $99.64 Fixed Income
90355UJW6 U.S. BANK NTNL A 4.35%26CD FDIC INS DUE 06/10/26US $100.01 $100.01 Fixed Income
90355UMN2 U.S. BANK NTNL ASSO 4%25CD FDIC INS DUE 10/15/25US $99.99 $99.99 Fixed Income
912797QD2 US TREASURY BILL26U S T BILL DUE 04/16/26 $97.92 $97.92 Fixed Income
9128286S4 US TREASU NT 2.375%04/26UST NOTE DUE 04/30/26 $99.14 $99.14 Fixed Income
91282CAZ4 US TREASU NT 0.375%11/25UST NOTE DUE 11/30/25 $99.29 $99.29 Fixed Income
91324PDW9 UNITEDHEALTH GRO 1.25%26 DUE 01/15/26 $99.00 $99.00 Fixed Income
94974BGP9 WELLS FARGO & CO 3.55%25 DUE 09/29/25 $100.00 $100.00 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.77 $39.08 Equity -8.63%
ACTG ACACIA RESH CORP $3.97 $3.31 Equity -16.62%
AGFMF AGF MGMT LTD FCLASS B $10.33 $10.33 Equity
BUR BURFORD CAPITAL LIMI F $14.18 $12.44 Equity -12.27%
CB CHUBB LTD F $288.19 $273.89 Equity
CLBT 01/16/2026 12.50 C CALL CELLEBRITE DI LTD 12.5 EXP 01/16/26 $5.53 $5.53 Option
CRWD CROWDSTRIKE HLDGS INC CLASS A $502.55 $502.55 Equity
CRWD CROWDSTRIKE HLDGS INC CLASS A $502.55 $502.55 Equity
CVS CVS HEALTH CORP $74.92 $74.92 Equity
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS $111.83 $97.64 Equity -12.69%
DGICA DONEGAL GROUP INC CLASS A $19.94 $19.33 Equity
DGICA DONEGAL GROUP INC CLASS A $19.34 $19.33 Equity
EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS $27.10 $24.15 Equity -10.89%
ETHA ISHARES ETHEREUM TRUST ETF IV $34.30 $33.57 ETFs & Closed End Funds
F FORD MTR CO DEL $11.83 $11.62 Equity
FDP FRESH DEL MONTE PRODUC F $37.59 $35.69 Equity -5.05%
FDP FRESH DEL MONTE PRODUC F $37.59 $35.69 Equity -5.05%
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $4.21 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,790.09 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,790.09 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,790.09 Equity
GLP GLOBAL PARTNERS LP LP $58.23 $49.24 Equity -15.44%
GSL GLOBAL SHIP LEASE INC FCLASS A $32.54 $31.86 Equity
GTLB GITLAB INC CLASS A $50.34 $50.20 Equity
GTN/A GRAY MEDIA INC CLASS A $11.29 $10.08 Equity -10.72%
IBIT ISHARES BITCOIN ETF $67.66 $65.37 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $126.54 $126.54 ETFs & Closed End Funds
KEP KOREA ELEC PWR CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $13.89 $13.11 Equity -5.62%
KNSL KINSALE CAP GROUP INC $479.82 $428.71 Equity -10.65%
MFIN MEDALLION FINL CORP EQUICLASS EQUITY $10.70 $10.52 Equity
MITT AG MTG INVT TR INC $7.81 $7.81 Equity
MSFT MICROSOFT CORP $533.50 $517.93 Equity
MYTAY MAGYAR TELEKOM TELECOM FSPONSORED ADR 1 ADR REPS 5 ORD SHS $28.95 $27.66 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $13.06 $12.62 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $14.90 $12.62 Equity -15.30%
QXO QXO INC $24.12 $20.62 Equity -14.51%
RGLD ROYAL GOLD INC $194.28 $191.67 Equity
RMBS RAMBUS INC DEL $102.35 $102.35 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $272.60 $271.47 Equity
SBHGF SBI HOLDINGS INC ORDF $46.03 $44.46 Equity
SGU STAR GROUP L P LP $13.47 $11.43 Equity -15.14%
SHEL SHELL PLC FTENDER OFFER EXP: $73.88 $70.79 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $29.01 Equity
T AT&T INC $29.60 $29.01 Equity
TIGO MILLICOM INTERNTNL C F $49.68 $49.68 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $21.72 $21.72 Equity
TMICF TREND MICRO INC TO ORDF $57.06 $57.06 Equity
TMICF TREND MICRO INC TO ORDF $57.06 $57.06 Equity
UGI UGI CORP NEW $36.40 $32.90 Equity -9.62%
UVV UNIVERSAL CORP VA $58.83 $55.26 Equity -6.07%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $38.68 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $38.68 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.65 $21.14 Equity -10.61%