Share your stock portfolio!

[Haystack]

+ The tiny grey slice is crypto. 100% Ether.

[Bubblegun]

chart.png


+ The tiny grey slice is crypto. 100% Ether.

I was wondering how you managed to calculate the % or do the pie chart?

I don’t know what % I have so here goes.

Investment Weight Levels

Vanguard S&P fund .
Vanguard global fund.
Rental property.
Cash Cash
ICLN
Trying to save the planet, and makes me feel
Thought about crypto, but I keep thinking it tulips or electricity. ( so keeping away).
One of my students did it and said he got a headache deali g with it for the tax office. Plus it pushes him up into the higher tax bracket.

[beanhead]

As with many people on this board, I'm a big proponent of index investing, but I do have a portion of my portfolio in individual stocks, primarily to add a bit of excitement to investing, and to maybe get lucky on one or two picks. We all need to dream right?
Anyway, this being the stock market discussion section, I thought it might be interesting to share, and hear about others' portfolios... no need to divulge portfolio sizes of course, but would be interested in hearing:

• Percentage of portfolio in individual stocks:
• Holdings (specific companies):

A few of the posts do not really seem to fit the purpose of this thread, which is asking about ownership of individual stocks.

[captainspoke]

I keep track of it in an Excel sheet, and this is what it looks like right now. Definitely more on the high risk side, and hoping to balance the stocks -> index/mutuals at some point a little more.

Excuse me, but "Money Owed" is an asset??

[Haystack]

chart.png


+ The tiny grey slice is crypto. 100% Ether.

I was wondering how you managed to calculate the % or do the pie chart?

I don’t know what % I have so here goes.

Investment Weight Levels

Vanguard S&P fund .
Vanguard global fund.
Rental property.
Cash Cash
ICLN
Trying to save the planet, and makes me feel
Thought about crypto, but I keep thinking it tulips or electricity. ( so keeping away).
One of my students did it and said he got a headache deali g with it for the tax office. Plus it pushes him up into the higher tax bracket.

Google sheets. Pulling numbers from Rakuten and NYSE.

I highly recommend playing around with it, it gives you an entire portfolio view.

Once a month all I need to do is update

1. Shares purchased
2. Current cash holdings - debt (via moneytree)

This take 2-3 minutes to do.

.....................................................

As with many people on this board, I'm a big proponent of index investing, but I do have a portion of my portfolio in individual stocks, primarily to add a bit of excitement to investing, and to maybe get lucky on one or two picks. We all need to dream right?
Anyway, this being the stock market discussion section, I thought it might be interesting to share, and hear about others' portfolios... no need to divulge portfolio sizes of course, but would be interested in hearing:

• Percentage of portfolio in individual stocks:
• Holdings (specific companies):

Nikola

Going down with the ship? Why are you still holding this if you don`t mind me asking?

[mighty58]

Nikola

Going down with the ship? Why are you still holding this if you don`t mind me asking?

Haha, not one of my best buys. I have since sold, and took a 40% loss for my trouble. I still believe in their hydrogen vision for long-haul trucking, just couldn't deal with the potential fraud issue back then, which they seem to have (almost? perhaps?) come through.

It's funny looking at my individual stocks, I have 10 companies, and five are up and five are down. It's perfect... might as well have flipped a coin or put it all on black. Contrast that with my index investments, all of which are up and looking very healthy.

[Viralriver]

I keep track of it in an Excel sheet, and this is what it looks like right now. Definitely more on the high risk side, and hoping to balance the stocks -> index/mutuals at some point a little more.

Excuse me, but "Money Owed" is an asset??

Haha I wondered if someone would spot that. It's within a group of very close friends where we log expenses during trips and then at the end of the month just sort out who owes who what. Never had a problem getting the cash back, and it just makes settling payments on trips easier (i.e. one person paying the full dinner bill, etc).