Portfolio Stocks

PINE STREET JOURNAL

Poor Richard's Financial Strategies
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XLF Evaluation and Reasoning

XLF:     1st Purchase 3rd August, 2015 - bought at 25.21 for 5.44% of portfolio

Reason:
    Good Yield: Currently 1.74 %
    Exposure to financial sector that should benefit from rising interest rate environment
    Offers diversification within a sector
    Top 5 Holdings:
        Wells Fargo & Company
        JP Morgan Chase & Company
        Berkshire Hathaway - Class B
        Bank of America Corporation
        Citigroup
    Method: Limit order at 25.50 (ask: 25.21)