Portfolio Tracking

[benjamen]

With such high prices across the board, the only stock addition I have done is adding more TGT.  Additionally, I have picked up some in state municipal bonds for some tax free income and diversification.

Passive income covers 25.8% of monthly expenses

Energy: 4% of total income: CVX, XOM

Materials: 6% of total income: DOW, AGU

Industrials: 14% of total income: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 8% of total income: WMT, TGT

Consumer Staples: 15% of total income: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 13% of total income: JNJ, ABBV, CAH

Financials: 11% of total income: BNS, WFC, PRU, AFL, JPM, TD

Info Tech: 5% of total income: IBM, AAPL

Telecom: 8% of total income: T, VZ

Utilities: 3% of total income: MSEX, ED

REIT: 10% of total income: OHI, O

Muni Bonds: 4% of total income