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+--- Thread: Welcome your feedback and advice (/showthread.php?tid=2217)
Welcome your feedback and advice - stewardinlife - 06-12-2022
Hello all:
You all helped me here many years ago to start my journey in DGI stocks. I would like your input and feedback on my current portfolio, and suggest if I need to get out of something or add. Thanks. Below is my current snapshot:
RE: Welcome your feedback and advice - rayray - 06-12-2022
(06-12-2022, 07:48 PM)stewardinlife Wrote: Hello all:
You all helped me here many years ago to start my journey in DGI stocks. I would like your input and feedback on my current portfolio, and suggest if I need to get out of something or add. Thanks. Below is my current snapshot:
imho, in these times looks good--personally i'm not a fan of streaming/content services, so much competition--even though you got WBD from AT&T
if you mind me asking, what stage of investing are you in?? if still accumulating, bouncing along the gutter for who knows how long might be a good time to add some growth stocks--slowly that is
RE: Welcome your feedback and advice - Kerim - 06-12-2022
It is a good list of names, for sure. Hard to tell much else given the info you've provided. Percentage of portfolio would be more useful than number of shares.
RE: Welcome your feedback and advice - Main Street Stock Investor - 06-13-2022
Do you organize your holdings by sector? I find this very helpful and have sector targets for my portfolio. As a guide I use the S&P sector weighting and the Dividend Aristocrats sector weighting, then allocate my portfolio based on my risk tolerance.
Current sector weighting target in one of my portfolios:
Energy 3%
Materials 1%
Industrials 6%
Con. Disc. 5%
Con. Staples 11%
Health Care 7%
Financials 3%
Info Tech 13%
Utilities 10%
ETF's and RIETS 6% (not actually a GICS sector)
Portfolio is 66% stocks and 33% fixed income (bond ETF's, cash, CD's) Each allocation has about 15% cash (used for trading)
The portfolio is designed for income production and preservation of capital.
S&P down 17.93% to date, This portfolio down 2.30% to date.
Trading income and dividend income on target for 2022 goals set in January.
Regards, M$$I
RE: Welcome your feedback and advice - stewardinlife - 06-13-2022
(06-12-2022, 08:57 PM)rayray Wrote:(06-12-2022, 07:48 PM)stewardinlife Wrote: Hello all:
You all helped me here many years ago to start my journey in DGI stocks. I would like your input and feedback on my current portfolio, and suggest if I need to get out of something or add. Thanks. Below is my current snapshot:
imho, in these times looks good--personally i'm not a fan of streaming/content services, so much competition--even though you got WBD from AT&T
if you mind me asking, what stage of investing are you in?? if still accumulating, bouncing along the gutter for who knows how long might be a good time to add some growth stocks--slowly that is
Hi, I am in the accumulating phase, I might have 15 more yrs, till I retire. I do have ROTH and also a 401K that I have. I am not sure about WBD, I am thinking of letting go and add some growth or better stocks. Thanks.
RE: Welcome your feedback and advice - stewardinlife - 06-13-2022
(06-12-2022, 10:33 PM)Kerim Wrote: It is a good list of names, for sure. Hard to tell much else given the info you've provided. Percentage of portfolio would be more useful than number of shares.
Kerim, Attached is the percent portfolio.