Doing progress reports every quarter seemed redundant. Therefore, I created this page with my current holdings. I will update this page periodically, as new stocks are bought and dividends are reinvested. As you can see, the top image from my brokerage account shows the company name, ticker, # of shares, valuation, dividend, P/E, and gain/loss. Keep in mind the gain/loss DOES NOT account for the company’s dividend. Gain/loss only accounts for capital gains. I’ve also included a pie chart breaking my portfolio down by sector.
DISCLAIMER: I am not a licensed investment advisor or tax professional. I am not liable for any losses incurred by any parties. This blog should be viewed for entertainment and/or educational purposes only. Any transactions published are not recommendations to buy or sell any securities. Please consult with an investment professional before making investment decisions.
Hi Mike!
Thanks for sharing your portfolio.
It is definitely well diversified and contains many dow stocks.
Nice work!
Thank you!