Some of you have been asking what stocks I own in my portfolio (which is up 13.1% YTD compared to DJIA -0.7% and S&P +2.2%), so here is the grand reveal, in order of ownership size:
Taxable Account ($104,402, best performing, more active trading but mostly buy-and-hold, sell underperformers)
AAPL (97.64 shares, $55,905.61)
VZ
IHI
INTC
HAO
MCD
AMZN
VWO
JNJ
GE
CBOU
SBUX
WFM
KO
PG
BV
GOOG
T
Roth IRA ($4,673 – only negative account)
XRT
GLD
PEY
SPY
XLE
Traditional IRA ($11,235)
SDY
XRT
DVY
GLD
SLV
VNQ
EDIV
NLY
Vanguard Taxable ($6,981)
VMGIX
Vanguard Roth IRA ($17,488)
VTSMX
VFIFX
(Visited 45 times, 1 visits today)
Thanks for sharing. That’s great you have so many AAPL shares. Looks like it worked out well for you. What made you decide to buy so many in the past? I only have 5 shares, lol.
Liquid recently posted..Swing Trade, Round 4: Buy – SU and SLW
@Liquid When AAPL was at $250 or so, I realized it was undervalued. I didn't realize HOW undervalued, nor did I have the funds or balls to weight my portfolio so heavily to AAPL at the start of my stock investing. But along the way, as AAPL picked up steam and its P/E ratio stayed low, I tried to buy as many shares as I could while also being careful to always invest in one other stock or ETF at the same time, and keeping an eye on it to see if it were to start falling. I saw how AAPL has a lot of growth ahead of it in the world that has nothing to do with Steve Jobs, so held on during his death, and kept buying as people would sell for silly reasons. I still think there's a chance it could drop a lot (if AAPL were to have a bad quarter) so I am watching closely and will probably sell off some should there be a real reason to sell. In the meantime I still think it's undervalued and I'm picking up more. The dividends that are coming for AAPL will be interesting– could be a good or bad thing, I'm not sure.