Share your stock portfolio!

TJKansai
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Re: Share your stock portfolio!

Post by TJKansai »

Moneymatters wrote: Fri Jun 18, 2021 2:33 am Mining
Flights/Fossil fuels.
Plant based food,

(T212 hasn't permitted new accounts since Jan 2021 and doesn't share info on when it plans to change that!)
Got a few in there that stop it from being a pure ESG mix :D
Moneymatters
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Re: Share your stock portfolio!

Post by Moneymatters »

TJKansai wrote: Fri Jun 18, 2021 6:55 am
Moneymatters wrote: Fri Jun 18, 2021 2:33 am Mining
Flights/Fossil fuels.
Plant based food,

(T212 hasn't permitted new accounts since Jan 2021 and doesn't share info on when it plans to change that!)
Got a few in there that stop it from being a pure ESG mix :D
And I'm not bitcoin mining! I'm basically saving the planet single handedly.
Joking aside, I'm not thrilled about the environmental impact by some of those industries but they aren't going anywhere and have a chance to change. I'd love to see flying become a less frequent event but with higher quality for the consumer. Other firms have the infra to pivot further into sustainable endeavors.

I actually bought a decent amount of ICLN last year to watch it soar 70% only to lose most of those gains this year. I'm keen to see how the two camps perform over time.

And maybe I'll finally try the Burger King plant based burger this weekend.
— Funemployment commencing in Sept 2025 —
captainspoke
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Re: Share your stock portfolio!

Post by captainspoke »

a) stocks -- 15.95%

b) ETFs -- 70.39%

c) cash -- 13.67%

The stocks are dividend stocks, of course with an eye to appreciation/opportunity/timing. Three tobaccos, three REITS, two energy (oil), one telecom. Not married to any of these, except MO (3.64%), as maybe my oldest holding, held onto for nostalgia--and why not since it pays well and I don't want to take the gains.

Also nine ETFs, heavy tilt towards growth/tech, and a small side of basic index. Five of these come to 54.6%, and I see these as "core".

**
The total there comes to 100, or should, but the skew is that I have about the same amount of cash on hand here, so if included that would increase the last percentage and shrink the other two.

No bonds, no gold, no crypto. Also nothing specifically international, but a few of the smaller ETFs have foreign holdings (and most large US companies are inter/multi national).

Edit: oops, I guess one of the smaller ETFs (EMQQ) is all international.
fools_gold
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Re: Share your stock portfolio!

Post by fools_gold »

I'm 90% index funds (70% stocks, 15% REITS, 15% bonds) and 10% single stocks (mostly Apple, Alibaba, AAL, BRKB, CVS, and a couple more odds and ends).
mighty58
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Re: Share your stock portfolio!

Post by mighty58 »

@ TokyoWart & @TJKansai
You guys have some pretty impressive portfolios there. I can only wish I was smart enough to have begun investing 20-25 years ago... instead I was too busy paying good money to transport beer from the tap to the urinal. To be fair, I suppose I had fun though. As George Best puts it: "I spent a lot of money on booze, birds and fast cars. The rest I just squandered."
mighty58
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Re: Share your stock portfolio!

Post by mighty58 »

OkiBum wrote: Fri Jun 18, 2021 12:58 am For that extra bit of excitement and speculation, I chose Crypto instead of Individual Stocks :lol:

Go big or go home kind of approach ;) (So far, so good)

10% of portfolio in Crypto
90% of portfolio in Index Funds
I hear you on that. I also "invest" in crypto, it fluctuates, but usually comprises around 3-5% of my portfolio. But with crypto I feel it's more like buying a lottery ticket, while with the stock picks it feels a bit more of a cerebral exercise.
TJKansai
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Re: Share your stock portfolio!

Post by TJKansai »

mighty58 wrote: Fri Jun 18, 2021 8:46 am instead I was too busy paying good money to transport beer from the tap to the urinal. To be fair, I suppose I had fun though. As George Best puts it: "I spent a lot of money on booze, birds and fast cars. The rest I just squandered."
Drinking craft beer in Japan can run ¥5,000/session easily, so I mostly drink at home or with friends outdoors. I brew and it costs me ¥50/pint for really good beer. Of course, I am donating my time, but it is a labor of love ;)
TJKansai
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Re: Share your stock portfolio!

Post by TJKansai »

captainspoke wrote: Fri Jun 18, 2021 7:52 am
b) ETFs -- 70.39%
There is probably a good reason, but I am curious why you have 70% ETFs and no mutual funds. I started with mutual funds and never really saw a reason to move into ETFs. What I am missing?
TJKansai
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Re: Share your stock portfolio!

Post by TJKansai »

Moneymatters wrote: Fri Jun 18, 2021 7:19 am
TJKansai wrote: Fri Jun 18, 2021 6:55 am
Moneymatters wrote: Fri Jun 18, 2021 2:33 am Mining
Flights/Fossil fuels.
Plant based food,

(T212 hasn't permitted new accounts since Jan 2021 and doesn't share info on when it plans to change that!)
Got a few in there that stop it from being a pure ESG mix :D
And I'm not bitcoin mining! I'm basically saving the planet single handedly.
Joking aside, I'm not thrilled about the environmental impact by some of those industries but they aren't going anywhere and have a chance to change. I'd love to see flying become a less frequent event but with higher quality for the consumer. Other firms have the infra to pivot further into sustainable endeavors.

I actually bought a decent amount of ICLN last year to watch it soar 70% only to lose most of those gains this year. I'm keen to see how the two camps perform over time.

And maybe I'll finally try the Burger King plant based burger this weekend.
Mr Green, lol.
I had one in Thailand and was impressed. Then I tried Costco's and was disappointed. Had Omi Pork for tacos at home and it was decent.
I did the mining stock thing for a while but it never made me any money.
I have real problems with Bitcoin, so I am looking at proof of stake crypto like Ether.
Vanguard as a newish ESG fund, and I also bought a fair bit of their FTSE Social Index Fund.

I figure I can make some gains and contribute less to the destruction of the planet. All in all, I think humans are probably screwed in the long-term. Too selfish and unwilling to live without luxuries. Relying on technology to fix all problems while continuing to live a destructive lifestyle is not a realistic solution.
captainspoke
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Re: Share your stock portfolio!

Post by captainspoke »

TJKansai wrote: Sat Jun 19, 2021 2:24 am
captainspoke wrote: Fri Jun 18, 2021 7:52 am b) ETFs -- 70.39%
There is probably a good reason, but I am curious why you have 70% ETFs and no mutual funds. I started with mutual funds and never really saw a reason to move into ETFs. What I am missing?
I'm US, and investing there. There's a regulation/rule (quite old) that brokers/companies are not supposed to sell mutuals to nonresidents/expats. Before ETFs it was conveniently ignored, not so now. MFs bought before a person left the US are okay to retain/hold, but technically you should not be adding to them. So, ETFs.

The 'competition' of ETFs vs mutuals is an easy google, if you want to wade into all that. Personally, I think ETFs are wonderful, and these days wouldn't even think of buying a MF, even if available. Low ERs, commission-free trades (tho that's relatively recent, $5 before), and they trade thru the day like stocks.
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