Portfolio Tracking

[benjamen]

I have been busy lately.  I sold off a number of overvalued positions in preparation for buying a rental property.  The only things I have added over the summer was a new position in SBSI and bring MO up to a full position.  I will need to make future purchases in the sectors I am now underweight in. 

Passive income covers 24.5% of monthly expenses

Energy: 4% of total income: XOM

Materials: 7% of total income: DWDP, AGU

Industrials: 0% of total income: None

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

Consumer Staples: 14% of total income: MO, UL, DEO, GIS, ADM, FLO

Health Care: 19% of total income: JNJ, ABBV, CAH

Financials: 13% of total income: BNS, WFC, AFL, JPM, TD, SBSI

Info Tech: 5% of total income: IBM

Telecom: 12% of total income: T, VZ

Utilities: 2% of total income: ED

REIT: 10% of total income: OHI, O

Muni Bonds: 4% of total income