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.
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.