Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

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To: Trader J who wrote (56390)	8/6/2024 2:10:34 PM
From: E_K_S	Read Replies (2) of 56532

Can you list the number of positions you have in each account type (any duplicates). I have a similar set up. Also what % of your main taxable portfolio do your top 10 holdings represent? I own way too many stocks (current count 160 positions) but start new positions at 0.5% portfolio position. However top 10 holdings represent 40% of the taxable portfolio. I keep all the gains inside the portfolio, tax loss harvest twice a year and peel off gainers from high cost shares as necessary. IRA & ROTH mainly dividend payers, and GARP stocks. Also hold about 40% at Vanguard (all three account types) where I keep funds in Treasuries, and four different Vanguard funds; Total Stock Market, Dividend Appreciation, Real estate and $SPX. Small position in their Commodity Fund. --------------------------------------------------------- I typically start 0.5% portfolio positions and let them grow. Largest holding is CVX (5 of the taxable portfolio. Most from 2003 when Texaco was acquired by Chevron 12xPE and 4.34% div yield. Thanks in advance

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