Re: Share your stock portfolio!
Posted: Fri Feb 04, 2022 9:03 am
+ The tiny grey slice is crypto. 100% Ether.
RetireJapan
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Share your stock portfolio!
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+ The tiny grey slice is crypto. 100% Ether.
Re: Share your stock portfolio!
Posted: Sun Feb 13, 2022 7:18 am
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.
Re: Share your stock portfolio!
Posted: Sun Feb 13, 2022 8:45 am
mighty58 wrote: ↑Thu 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.
Re: Share your stock portfolio!
Posted: Sun Feb 13, 2022 10:04 am
Excuse me, but "Money Owed" is an asset??Viralriver wrote: ↑Fri 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!
Posted: Sun Feb 13, 2022 1:48 pm
Google sheets. Pulling numbers from Rakuten and NYSE.Bubblegun wrote: ↑Sun Feb 13, 2022 7:18 amI 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.
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: ↑Thu 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!
Posted: Mon Feb 14, 2022 3:58 pm
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.
Re: Share your stock portfolio!
Posted: Wed Mar 02, 2022 2:40 pm
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: ↑Sun Feb 13, 2022 10:04 amExcuse me, but "Money Owed" is an asset??Viralriver wrote: ↑Fri 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.