Check out my previous post for how we landed here...
Account: | IRA | Roth IRA | Stocks & Income |
Current percentage of total holdings: | ~25% | ~7% | ~68% |
Investment philosophy: | Jack Bogle | George Soros | Warren Buffett |
Headline summary: | “Don't Do Something, Just Stand There!” | “You Call That A Position?” | “Wonderful Companies at Fair Prices” |
Account holdings: | • 54% indices (IWM, QQQJ, QQQM, VOO) • 24% high-yield stocks (VIG, VYM) • 22% high-yield bonds (HYLB, USHY) | • 99% one “high-conviction” stock (???) • 1% bonds (AGG) | • 53% stocks (2 core holdings + others, QQQJ, QQQM) • 8% index covered call ETFs (QYLD, RYLD, XYLD) • 39% preferred stock/bond ETFs (HYLB, PFFD, USHY) |
Are dividends reinvested? | Yes | Yes (AGG only) | No |
Investment schedule: | N/A | Asynchronous | Synchronous |
When do I intend to make changes? | Never | When I have a higher-conviction bet than the existing one (AGG → ???), or no conviction at all (??? → AGG) | Monthly purchases; "I believe in all of these stocks - until I sell them" |
Is account actively funded with new contributions? | No | No | Yes |
Is account written about on this blog monthly / ever? | No | No | Yes |
