Doing progress reports every quarter seems redundant. Therefore, I created this page with my current holdings. I will update this post periodically, as new stocks are bought and dividends are reinvested. As you can see, the top images from my brokerage account show the company 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. The next chart shows the total portfolio value over time. This does not include the cash in my checking/savings accounts or my bitcoin holdings. The 3rd image represents a tool on TD Ameritrade that helps me track my projected dividend income. Over the next year I am projected to earn over $6,500 in dividends. Since 2016 the portfolio has generated over $21,000 in dividends and nearly $63,000 in capital gains. Finally, the last chart is more data provided by Ameritrade, breaking down my portfolio by geography.
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.
Hi Mike!
Thanks for sharing your portfolio.
It is definitely well diversified and contains many dow stocks.
Nice work!
Thank you!