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Top 10...2022 year end & 1-1-2023
#7
Here's my Year end Top 10 and some results

1) GOOG/GOOGL
2) NVDA
3) MSFT
4) AMZN
5) AAPL
6) XOM
7) TSLA
8) BX
9) UNH
10) BRK.B

Alphabet remains top holding with Nvidia taking #2, MSFT drops to #3 and Apple and Amazon flip-flopping spots--XOM and TSLA hold on to 6 and 7 spots--I still anticipate TSLA to become #1 eventually--just not sure when??

BX has been on a solid run lately--we'll see if they return more $'s to shareholders in 2024/25.

UNH is having some issues, a 7 billion write-off, people are having a hard enough time affording their healthcare and here we have these healthcare providers bleeding cash--ugh.

Not sure how to position myself for 2024

After a horrible 2022 I had my best year in 2023, but one has to have the bad to have the good--it's the way it works.

brokerage 1 YTD: 53.38%
brokerage 2 YTD: 44.81%
rollover IRA YTD: 74.73% the bulk of NVDA in this acct
ROTH IRA YTD: 54.49%

edit: kplan YTD: 23.44%

What helped me was a while back I dumped all banks and financials except for some asset managers, had quite a bit of tech and semi's--never had a year like this--not even close.

SAIA was another big winner, great stock

I have

42 equities
28 of the 42 pay a dividend
3 ETF's plus company stock

26K in annual dividends


I'm about 30% there to my magic number but 7-8 years away from retiring, with in and around 60 as my goal.

When I do research, I don't focus on the dividend, it has very little decision on investing.
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Messages In This Thread
Top 10...2022 year end & 1-1-2023 - by rayray - 01-01-2023, 01:43 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 01-03-2023, 07:31 PM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 03-04-2023, 11:17 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 06-01-2023, 05:02 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 12-30-2023, 10:46 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 12-30-2023, 12:08 PM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 12-30-2023, 10:48 PM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 01-13-2024, 05:57 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 01-20-2024, 08:17 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 02-02-2024, 07:50 PM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 02-24-2024, 09:28 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 03-01-2024, 06:27 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 06-29-2024, 09:29 AM
RE: Top 10...2022 year end & 1-1-2023 - by rayray - 07-10-2024, 06:32 PM



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