06-13-2022, 10:19 AM
(This post was last modified: 06-13-2022, 10:21 AM by Main Street Stock Investor.)
Do you organize your holdings by sector? I find this very helpful and have sector targets for my portfolio. As a guide I use the S&P sector weighting and the Dividend Aristocrats sector weighting, then allocate my portfolio based on my risk tolerance.
Current sector weighting target in one of my portfolios:
Energy 3%
Materials 1%
Industrials 6%
Con. Disc. 5%
Con. Staples 11%
Health Care 7%
Financials 3%
Info Tech 13%
Utilities 10%
ETF's and RIETS 6% (not actually a GICS sector)
Portfolio is 66% stocks and 33% fixed income (bond ETF's, cash, CD's) Each allocation has about 15% cash (used for trading)
The portfolio is designed for income production and preservation of capital.
S&P down 17.93% to date, This portfolio down 2.30% to date.
Trading income and dividend income on target for 2022 goals set in January.
Regards, M$$I
Current sector weighting target in one of my portfolios:
Energy 3%
Materials 1%
Industrials 6%
Con. Disc. 5%
Con. Staples 11%
Health Care 7%
Financials 3%
Info Tech 13%
Utilities 10%
ETF's and RIETS 6% (not actually a GICS sector)
Portfolio is 66% stocks and 33% fixed income (bond ETF's, cash, CD's) Each allocation has about 15% cash (used for trading)
The portfolio is designed for income production and preservation of capital.
S&P down 17.93% to date, This portfolio down 2.30% to date.
Trading income and dividend income on target for 2022 goals set in January.
Regards, M$$I