As my portfolio increases, I’ve stopped paying enough attention to how it’s actually performing. My current taxable portfolio ($267.5k) is detailed below. I have about the same amount in my retirement portfolio, which I’ll cover in another post.
Note, a few stocks are listed twice because I’ve purchased them in two different accounts. My taxable stock accounts include FolioFirst (formerly Loyal3), Robinhood, Sharebuilder and Vanguard.
I wish I had a better understanding of how my portfolio is performing year over year, but I’ve failed to track this correctly. The data mostly exists in the accounts still, but requires a lot of math and patience, neither of which are talents of mine. My Sharebuilder portfolio hasn’t been touched for a while (no new investments) whereas the others I’ve actively invested in over the last two years.
This portfolio is clearly light on international investments. I do have a few international funds in my retirement portfolio, so overall it balances out. I probably should increase my international investment in my taxable accounts too.