IRA Account.
Five largest holdings: 65.09% = O,SSS,PSEC,TRP,SNH.
O at 27% is a great anchor imho.
Without O, MPW would takes it place and the five would comprise 44.5%.
US Large/Mid Cap
ACAS 4.39% 3,960.00
HRP 2% 1,836.00
SFL 2.73% 2,460.00
O 27.18% 24,500.00
US Small Cap
MCGC 1% 879.48
AHT 0.43% 386.00
NRF 2% 1,803.00
SNH 8.43% 7,596.00
YSI 2.28% 2,055.00
HTGC 1.25% 1,125.00
VGR 2.46% 2,215.56
RAS 2.6% 2,340.00
PSEC 9.55% 8,608.00
TICC 1% 903.00
SSS 10.93% 9,852.00
SPPR 2.76% 2,484.00
MPW 6.61% 5,960.00
International Equity
DSX 3.11% 2,800.00
TRP 9% 8,112.00 |
