06-01-2023, 05:02 AM
January 1, 2023 Top 10
1)msft
2)goog/googl
3)xom
4)aapl
5)amzn
6)nvda
7)brk.b
8)mo
9)abbv
10)bx
June 1, 2023
1)goog/googl
2)msft
3)nvda
4)aapl
5)amzn
6)xom
7)tsla
8)bx
9)brk.b
10)lrcx
These are my current Top 10 in the portfolio--I've been contemplating in taking some profits off the top and deploying elsewhere but I tend to be slow doing so--after a horrendous 2022--2023 has been a good year.
There are 42 individual equities, with 3 funds, 1 company stock kplan fund (it's a mix of company stock and bonds)
27 pay a dividend
15 pay no dividend
portfolio yields 1.54%
current returns of overall portfolio 2023
1 month: 5.13%
1 year: 7.03%
YTD: 23.10%
1)msft
2)goog/googl
3)xom
4)aapl
5)amzn
6)nvda
7)brk.b
8)mo
9)abbv
10)bx
June 1, 2023
1)goog/googl
2)msft
3)nvda
4)aapl
5)amzn
6)xom
7)tsla
8)bx
9)brk.b
10)lrcx
These are my current Top 10 in the portfolio--I've been contemplating in taking some profits off the top and deploying elsewhere but I tend to be slow doing so--after a horrendous 2022--2023 has been a good year.
There are 42 individual equities, with 3 funds, 1 company stock kplan fund (it's a mix of company stock and bonds)
27 pay a dividend
15 pay no dividend
portfolio yields 1.54%
current returns of overall portfolio 2023
1 month: 5.13%
1 year: 7.03%
YTD: 23.10%