Share your stock portfolio!
Re: Share your stock portfolio!
+ The tiny grey slice is crypto. 100% Ether.
Re: Share your stock portfolio!
I was wondering how you managed to calculate the % or do the pie chart?
I donβt 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.
Baldrick. Trying to save the world.
Re: Share your stock portfolio!
mighty58 wrote: βThu Jun 17, 2021 3:38 pm 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.
Aiming to retire at 60 and live for a while longer. 95% index funds (eMaxis Slim etc), 5% Japanese dividend stocks.
-
- Sensei
- Posts: 1563
- Joined: Tue Aug 15, 2017 9:44 am
Re: Share your stock portfolio!
Excuse me, but "Money Owed" is an asset??Viralriver wrote: βFri Feb 04, 2022 7:15 am 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.
Re: Share your stock portfolio!
Google sheets. Pulling numbers from Rakuten and NYSE.Bubblegun wrote: βSun Feb 13, 2022 7:18 amI was wondering how you managed to calculate the % or do the pie chart?
I donβt 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.
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.
.....................................................
mighty58 wrote: βThu Jun 17, 2021 3:38 pm 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?
Re: Share your stock portfolio!
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.
-
- Veteran
- Posts: 225
- Joined: Sat Aug 29, 2020 5:58 am
Re: Share your stock portfolio!
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).captainspoke wrote: βSun Feb 13, 2022 10:04 amExcuse me, but "Money Owed" is an asset??Viralriver wrote: βFri Feb 04, 2022 7:15 am 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.