Portfolio update
Value
Top 5: BP, CVX, EDAC, GS, NE, SVU
Holdings: BP, CVX, EDAC, GFRE, GLUX, GS, HFBC, MSFT, NE, PFE, SVU
Started:
Increased: SVU
Closed:
Buy & Hold Long Term
Holdings: AAPL, BRKB, DD, HD, JNJ, KO, MMM, ORCL, PG, TJX, UTX, XOM
No changes
Growth
Holdings: none
No changes
There's been lots of interesting discussion lately about portfolio size & diversification. I try to keep my Value portfolio and B&HLT portfolio around 10 stocks each, but I have a few extra. So, instead of showing top 10 in each, I've listed my full holdings. I want few enough stocks that I can keep close tabs on each of them but enough that there's some mitigation of unsystematic risk, because as most of us here know, shit happens.
Total stock portfolio is split like this:
32% Value stocks
68% B&HLT stocks
I also have some Vanguard index funds I used in the years where job+kids didn't leave enough hours for due diligence on individual stocks. Now, all new cash goes into the value stock portfolio or, for work 401K, into index funds. |
