It's been a while I've updated this--quite frankly I forgot all about it!
I have 42 holdings plus kplan that consists of 3 ETF's--1 cash account--company stock
my holdings are:
NVDA--GOOGL/GOOG--MSFT--AAPL--AMZN--XOM--TSLA--BX--UNH--BRK.B--ELV--SHOP--ABBV--LRCX--AVGO--META--NKE--TMO--AMAT--V--TPL--DE--AMD--ISRG--MU--UNP--ABT--NSC--TSM--SAIA--ZTS--ODFL--ADBE--MA--MELI--ENPH--DIS--PAYC--VZ--SBUX--ACGL
2023 equity portfolio I had 8 up months and 4 down months--resulted with my best year--but that was also after a very bad 2022--but it did break ATH's
2023--the kplan returned 23.44%
out of 42 holding, 28 pay a dividend
i made 26 782 in dividends but that also includes 5% yielding cash accounts
I'm getting closer and closer to retirement--I'll say 7 more years
I got rid of some higher yielding co's but if compared 2022 vs 2023 it's only about a 2k dollar a year difference
I have 42 holdings plus kplan that consists of 3 ETF's--1 cash account--company stock
my holdings are:
NVDA--GOOGL/GOOG--MSFT--AAPL--AMZN--XOM--TSLA--BX--UNH--BRK.B--ELV--SHOP--ABBV--LRCX--AVGO--META--NKE--TMO--AMAT--V--TPL--DE--AMD--ISRG--MU--UNP--ABT--NSC--TSM--SAIA--ZTS--ODFL--ADBE--MA--MELI--ENPH--DIS--PAYC--VZ--SBUX--ACGL
2023 equity portfolio I had 8 up months and 4 down months--resulted with my best year--but that was also after a very bad 2022--but it did break ATH's
2023--the kplan returned 23.44%
out of 42 holding, 28 pay a dividend
i made 26 782 in dividends but that also includes 5% yielding cash accounts
I'm getting closer and closer to retirement--I'll say 7 more years
I got rid of some higher yielding co's but if compared 2022 vs 2023 it's only about a 2k dollar a year difference