Thursday, April 21, 2016

Recent Buys (Tax Deferred) - VFC



The market is currently trading near the market highs for the year, so it is difficult to find opportunities. Last month, I had my eyes on PFE and GILD, but with a lack of cash, these slipped through my fingers. Now, they are a little expensive for me. But if you continue to dig, opportunities are available.


V.F. Corporation (VFC) showed up after digging through my CCC list with the following filters:
  • P/E<5 Yr Avg P/E
  • Yield>5 Yr Avg Yield
  • Wide Moat
  • Chowder>12

Sunday, April 3, 2016

Feb and March Update



It has been a while since my last blog.


February and March have been tough. First, I had some roofing problems which caused some major issues with my new insurance company. It took a few inspections, and lots of time and money to resolve. I had some relatives come by, and hosting took quite a lot of time. Last of all, I've been really sick. I am not sure what it is, but it took me out for a few weeks. And through it all, work was crazy. And I just replaced my whole HVAC for my home during March.


Therefore, not much time to write - let alone think.


I wonder though how many of us can withstand a $15k hit and still continue as if nothing happened. It's really good to be financially healthy.


Investing wise, things are quiet as I have been saving to pay my taxes. The insurance mess didn't help. The roof didn't help. And now the AC. So I do not expect much activity until I rebuild my emergency fund/war chest. I did manage one trade in my taxable account in February. The other thing I started is the inclusion of two mutual funds in my tax-deferred account. Check out the details below.


Anyway, this is my February and March Update.