My Retirement Portfolio Sector Weights and Top 10 Positions, as of tonight after the Market Close.
With my IRA, Roth & Taxable accounts all under one roof at E*Trade, which offers Morningstar's Portfolio Analyzer,
only takes a few mouse clicks to generate the results from amongst my 45 total holdings, spread across those 3 accounts.
With 22 of the 45 being Funds (ETFs & CEFs) I utilize the Stock Intersection function to fine-tune the Top Positions.
Top 10 positions have not changed in many months, and remain:
AVGO, ABBV, AAPL, MSFT, MO, MAIN, NEE, NVDA, JNJ & MRK
Those 10 now account for 50.2% of my Retirement Portfolio. Several of them have been running wild of late,
and pushed the group over midfield….. Even if it’s just by the nose of the football. :-)
Here's the Sector Weights (Note: S&P500 is the default Benchmark)
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