04-27-2015, 06:59 PM
Hi again, a lot has been happening over the past year. My fiancee and I got married in September, I was working 60-80 hour work weeks for a couple months, my wife hurting her knee putting her out of work for a few months...
As far as the portfolio goes, only a few things changed.
I - got rid of ARCP after the accounting fiasco last year
- purchased a half-position in RDS.B a month ago at $65
- sold all available shares of my company's stock to limit risk, but I'm still making the maximum monthly contribution. This cash went towards Roth IRA contributions and some debt.
Here's an update of my portfolio as of 4/27/15
Stock Ticker -- % of Portfolio
DVY -- 25.34
ESPP company stock -- 23.01
KMI -- 16.76
IJT -- 12.50
Lending Club -- 9.00
RDS.B -- 5.18
UL -- 2.09
MCD -- 1.62
KO -- 1.20
K -- 1.18
TGT -- 1.11
WMT -- 1.00
Drop by drop.
As far as the portfolio goes, only a few things changed.
I - got rid of ARCP after the accounting fiasco last year
- purchased a half-position in RDS.B a month ago at $65
- sold all available shares of my company's stock to limit risk, but I'm still making the maximum monthly contribution. This cash went towards Roth IRA contributions and some debt.
Here's an update of my portfolio as of 4/27/15
Stock Ticker -- % of Portfolio
DVY -- 25.34
ESPP company stock -- 23.01
KMI -- 16.76
IJT -- 12.50
Lending Club -- 9.00
RDS.B -- 5.18
UL -- 2.09
MCD -- 1.62
KO -- 1.20
K -- 1.18
TGT -- 1.11
WMT -- 1.00
Drop by drop.