stock chart with pen and paper

My Stock Portfolios

My ENTIRE Stock Portfolio

Here are all of the stock, ETF, and Mutual Fund positions in my portfolios. The three index funds at the bottom are my ROTH IRA; I don’t mention it much on this website, as it’s pretty boring. However, I think a passive investment scenario such as that has a place in everyone’s portfolio.

You’ll see the company/ticker symbol followed by Portfolio Weight. This fluctuates every day and I’ll try to update every few months.

I don’t buy stocks only for the dividends, I am interested in dividend growth and capturing good TOTAL RETURNS. I have a mix of Index Funds/Growth Stocks and Dividend stocks.

The portfolio is clickable so you can view a larger version.

Cigna health has grown to be the largest position I have in my Brokerage account, mainly because it’s held up well this year. Fortinet is my favorite growth stock that I began buying in March 2020. I consider it to be a 5-10 year hold.

My Stock Portfolio
Stock Portfolio
Roth IRA
ROTH IRA Portfolio

My portfolio contains a good bit of small-medium cap stocks, so it’s a bit riskier than the market. I also own some SPEC stocks; however, please note how small of a position they represent. Mindmed for instance is only .14%, Voyager isn’t even .1%. This is RISK MANAGEMENT in place; I fully understand these sorts of stocks are very risky.

These spec stocks are mixed with staples like General Mills, Ingles, and Large Cap industrials like Eastman Chemicals. Eastman is a lifetime hold for me, I’ve owned it a long time and I just sit back and collect the dividends at this point.

ROTH IRA: My Roth Ira is all Index Funds, primarily VTSAX at Vanguard. In Nov 2018, I rebalanced into these three funds. Glad I hold the Intermediate Bond Fund, it helped absorb some of this Pandemic crash.