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.