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. Continue reading Taxable Portfolio Update: $267,538
I’ve been failing at creating a spreadsheet that accurately tracks my portfolio performance and compares this to the same investment in the stock market. I’m going to try this a slightly different way… via, not a spreadsheet (which should make it easy but doesn’t) and instead, in the form of a blog post. Let’s see if this works… Continue reading How to measure portfolio performance?
Some of you have emailed asking, so here is an overview of my current portfolio:
STOCKS – now @ $144,385 (2016 goal = $200k … which may be a stretch!)
RETIREMENT (mostly pre-tax) – now @ ~ $154,824 (2016 goal = $190k)
OTHER ($24,164)
Of my 200k portfolio, 90% of it is in stocks, ETFs, mutual funds, and a few REITs and precious metal ETFs. While I’m diversified across industries, having that much of my networth wrapped up in the stock market is potentially a bad idea. If you were me, would you reallocate, and if so, what would you invest in?
Read below the fold to see how my current portfolio breaks down:
Continue reading Question for My Readers: What Should I Do With My Portfolio?
