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2022 Portfolio Sector weighting
#2
These numbers cover our individual stocks. In addition 2 of our CEFs are heavy in big tech (NIE and ETO). Our ETF, SCHD, which is our second largest position is 22% finacials and has industrials, consumer staples, health care and discretionary, but no utes or REITS to speak of. I do not have the sector weights for SCHD in from of me right now

All Sectors

18% Utilities
16% Energy
13% Real Estate
12% Financials
10% Healthcare
10% Communications
9% Information Technology
8% Consumer Staples
3% Industrials
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Messages In This Thread
2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 01:37 PM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-21-2021, 03:29 PM
RE: 2022 Portfolio Sector weighting - by cemanuel - 12-21-2021, 04:08 PM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 06:38 PM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 06:42 PM
RE: 2022 Portfolio Sector weighting - by cemanuel - 12-22-2021, 05:16 AM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-22-2021, 07:50 AM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-22-2021, 09:13 AM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-22-2021, 09:41 AM



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