Investing

My BHAG: To keep/grow all the money!

Current Status: An Enterprising Investor! I’m trying, probably unsuccessfully, to beat “the market”. More importantly, I’m trying to keep all my money no matter what comes our way! Connect with me on Twitter for all investing all the time! @deanoroll5 (https://twitter.com/deanoroll5)

My Current Portfolio

Every single thing I own along with what I was thinking when I bought it and how I’m feeling about it today.

Deanco Investment Group

There is no group…it is just me and my money! Learn about my investing objective and methodology (and how I’ll provide updates). I’ve been tracking my portfolio and performance since October 2017 and provide a monthly update each month. You’ll be able to see whether I’m winning (yay) or losing (yikes).

Investing Related Posts

Investment Update – January 2021

I regularly share my investment portfolio, individual investments, and performance (good or bad). This is my January 2021 update (39 months of tracking it). Follow me on Twitter where I ponder investing daily. The charts I go over in this video are there also (in my pinned tweet): https://twitter.com/deanoroll5

Deanco Investment “Group” Update – November 2020 (Month 37)

Portfolio Thoughts Uncomfortably Long – In early 2018 I decided it was time to “derisk” my portfolio a bit.  I felt like stocks had rocked and rolled a bit too much.  By mid-2018 I had raised a substantial bond position, built a new commodity position, and had decreased my stock exposure greatly.  As I’ve been …

What I’ve Learned (Or Relearned) About Investing Over The Past 3 Years!

Deanco Investment “Group” Update – October 2020 (Month 36) There is no investment group, it is just me and my money.  I’m just a normal guy who has a full-time job that is not in the field of investing (right now).  However, I do have a finance degree and co-founded a fintech investment performance reporting …

Winners and Losers!

Deanco Investment “Group” Update – July 2020 (Month 33) There is no group, it is just me and my money.  I’m just a guy with a regular day job who likes keeping close tabs on his investing.  Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my July …

10 Bags And Coffee Cans!

Deanco Investment “Group” Update – June 2020 (Month 32) There is no group, it is just me and my money.  I’m just a guy with a regular day job who likes keeping close tabs on his investing.  Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my June …

Keep On Truckin’!

Every six months I do a personal finance update.  I update a complex spreadsheet that has a bunch of historical charts.  I’ve kept track of a ton of financial statistics/ratios since we began married life back in 1995.  Every six months I sit down, update it, digest it, and chart my course corrections (if any …

Assets Frozen!!!

Deanco Investment “Group” Update – April 2020 (Month 30) There is no group, it is just me and my money.  Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my April 2020 update (30 months of tracking it). Transactions This Month NA Thinking: Frozen!  I didn’t do anything …

Deanco Investment “Group” Update – February 2020 (Month 28)

For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on this: Holy Crap what a month!!!  That is …

Deanco Investment “Group” Update – January 2020 (Month 27)

For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on three things: Moving towards the new strategy where …

Deanco Investment “Group” Update – December 2019 (Month 26)

For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on implementing an updated strategy that I feel more …

In Investing You Win Some And Lose Some!

2019 Portfolio Review! 2019 wasn’t great (from an investing standpoint) but there were some bright spots (and the future looks pretty good). I quickly run through my positions and discuss this year’s wins and losses. $BIIB $MO $PM #gold #silver $MU $TIVO $PRU $M $FCAU $HA $ARLP $TUSK $VIAC $TX $KRO #stocks

Why I Bought Some Bitcoin! HODL?!? I Guess?!?

I’ve been watching Bitcoin/crypto/blockchain from the sidelines for a few years.  I’ve set up an exchange account, downloaded wallets, downloaded the blockchain onto my computer, and studied about it off and on for a few years.  I’ve never pulled the trigger on actually buying any of it, however.  I’m careful to use the word ‘buy …

The Top Things I Learned (Or Relearned) About Investing Over The Past 2 Years!

For this post as a PDF download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Man! October was a busy month!  Then it bled right over into …

Deanco Investment “Group” Update – November 2019 (Month 25)

For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been doing this for over 2 years now and have been …

My Scary Investments!

Deanco Investment “Group” Update – October 2019 (Month 24) For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you.  Link up with me on Twitter https://twitter.com/joeydean72 Month In Review SCARY!  We entered …

Fidelity Sector ETFs

Asset Class: Stocks (US) Original Investment Thesis (11/2019):  I started using these in my portfolio in late 2019 after much thought (see write up below). I continue to move towards the new strategy where I weight my stock portfolio to match the 25-year average weighting of the S&P 500 sector weightings. I’m making this transition …

I’m As Cold As Ice (not in a good way) With My Investing Right Now!

Deanco Investment “Group” Update – September 2019 (Month 23) For full update download this ^^^ PDF. Month In Review I’m cold as ice right now! I go over what that means and how I’ve resized several positions to live to fight another day!  My individual positions (and all kind of additional information about each of …

Altria Group Inc. (MO) and Philip Morris International (PM)

Asset Class: US Stock / International Stock (Sector: Consumer Staples / Industry: Tobacco) Original Investment Thesis (9/2019): I have been looking for a Consumer Staple company to add to my holdings. The tobacco industry has been underperforming recently and is very attractive from a valuation perspective due to a great deal of recent bad news. …

Biogen (BIIB)

Asset Class: US Stock (Sector: Health Care / Industry: Biotechnology) Original Investment Thesis (1/2019):  Biogen is a biotech that focuses on neurosciences with a particular focus right now around MS-related diseases and moving quickly into spinal muscular atrophy diseases. Longer-term they are focused on developing/expanding other areas related to neuroscience. These are the diseases that …

SPDR Portfolio Developed World ex-US ETF (SPDW)

The SPDR ETF replaced my original position of Vanguard Total International (VTPSX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Developed ex-US) Original Investment Thesis (1/2019):  This is less about a particular call that international equities are a buy right now than it is the best investment option I have in a particular …

SPDR Portfolio Emerging Markets ETF (SPEM)

The SPDR ETF replaced my original position of Vanguard Emerging Markets (VEMIX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Emerging Markets) Original Investment Thesis (1/2019):  I made this investment at the same time I purchased VTPSX for all the same reasons.  The reason I decided to go half emerging markets (which is …

Ternium SA (TX)

Asset Class: International Stock (Sector: Materials / Industry: Metals & Mining) Original Investment Thesis (8/2018):  Cyclical investing!  There were tons of steel companies in my various screening tools.  When I was deciding I wanted to buy a steel company (due to attractive valuations) my only thoughts on this were ‘what if we are near the …

Prudential Financial Inc (PRU)

Asset Class: US Stock (Sector: Financials / Industry: Insurance) Original Investment Thesis (7/2018):  Insurance companies were abundant in my screening tools and I looked at several before settling on this company. My biggest issue (or is it opportunity) is why a company that uses the Rock of Gibraltar for advertising doesn’t use The Rock (movie …

Kronos Worldwide Inc (KRO)

Asset Class: US Stock (Sector: Materials / Industry: Chemicals) Original Investment Thesis (7/2018):  Cyclical Investing!  More fun with cyclical companies!  KRO makes/sells titanium dioxide. The top 6 competitors account for 66% of the market and KRO has 9% of the market. Their largest competitor has 18%.  No customer has more than 10% of KRO’s sales …

Mammoth Energy Services Inc (TUSK)

Asset Class: US Stock (Sector: Energy / Industry: Energy Equipment & Services) Original Investment Thesis (7/2018):  This is a cyclical company in the oil services industry.  They have been growing organically…without taking on substantial debt. They are in multiple lines of business and multiple geographic locations. The 2016 letter said they survived the past two …

Physical Gold and Silver

Asset Class: Commodities (Precious Metals) Original Investment Thesis (7/2018): I will likely keep a precious metal allocation in my portfolio from here on out.  I’ve never owned precious metals in my life until mid-2018.  I’ve heard all the great investors talk about how it is nothing but a pet rock, has no yield, therefore, it …

Micron Technology (MU)

Asset Class: US Stock (Sector: Information Technology / Industry: Semiconductors & Semiconductor Equipment) Original Investment Thesis (2/2018): Cyclical company with almost no debt in an industry that is known to be boom-bust.  My bet is there will be way more boom than bust (over the long term).  I like everything they’ve done since the ‘08 …

Aberdeen Bloomberg Commodity Index ETF (BCI)

Asset Class: Commodities (Broad Basket Index) Original Investment Thesis (2/2018): I believe commodities are cheap relative to stocks (and other financial assets). They are cheap on a variety of measures and have performed horribly over the past decade.  Hardly anyone owns them and no one talks about them.  Perfect!  I am a stock guy and …

Xperi Holding Corp (XPER)

Formerly TiVo Corp (TIVO) (merged in 2020) Asset Class: US Stock (Sector: Information Technology / Industry: Software) Original Investment Thesis (12/2017):  When I bought this company’s stock, I liked several things about it.  They are a product of an acquisition of TIVO (by ROVI…then keeping the TIVO name).  This was in late 2016—valued TIVO at …

Macy’s Inc. (M)

Asset Class: US Stock (Sector: Consumer Discretionary / Industry: Multiline Retail) Original Investment Thesis (12/2017):  Retailpocalypse!  Amazon is evidently going to put every company on earth out of business.  Somehow, I doubt that happens!  I don’t think Macy’s is going out of business…ever.  Macy’s has been around since the 1800s and in my opinion, Macy’s …

Hawaiian Holdings Inc (HA)

Asset Class: US Stock (Sector: Industrials / Industry: Airlines) Original Investment Thesis (11/2017):  I always loved Warren Buffett’s quote (from back in 2007) about how someone should have shot down Orville Wright on that first flight in order to save investors in airline stocks a ton of capital over the decades.  That said I think …

ViacomCBS Inc (VIAC)

Formerly Viacom Inc (VIAB). Merged with CBS Corp in 2020. Asset Class: US Stock (Sector: Communication Services / Industry: Entertainment) Original Investment Thesis (11/2017):  Basically, my entire investment thesis in life is if you can own Spongebob Square Pants…do that!  I remember one time when my tv provider was fighting with Viacom about pricing and …

Disclaimer

These are my investments.  They work for me (hopefully) and may/may not for you.  Information here should not be construed as financial advice or an endorsement of any specific financial strategy or investment.  The information presented here is for illustrative/education purposes only and does not provide any investment advice, tax advice, legal advice, or make any recommendations regarding particular financial instruments, investments, or products.  I am not a broker, dealer, attorney, tax advisor, or insurance agent.  I will likely soon be living underneath a bridge when all this doesn’t work.  Tread lightly, my friends!

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