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My Portfolio

January 7, 2018 by Mike M 2 Comments

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 down allocation by sector.  And finally, I included a line graph detailing the portfolio’s dividend increases over the years.

DISCLAIMER: I own and I am long on the stocks mentioned above.  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.

Filed Under: About Tagged With: dividends, gains, p/e, portfolio, progress, returns, stocks

Comments

  1. Symbol Surfing says

    January 16, 2018 at 12:35 pm

    Hi Mike!

    Thanks for sharing your portfolio.

    It is definitely well diversified and contains many dow stocks.

    Nice work!

    Reply
    • Mike says

      February 11, 2018 at 3:15 pm

      Thank you!

      Reply

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