Check out my previous post for how we landed here...
Account: | IRA | Roth IRA | Stocks & Income |
Current percentage of total holdings: | ~26% | ~4% | ~70% |
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: | • 55% indices (IWM, QQQJ, QQQM, VOO) • 23% high-yield stocks (VIG, VYM) • 22% high-yield bonds (HYLB, USHY) | • 100% one “high-conviction” stock (???) | • 55% stocks (2 core holdings + others, QQQJ, QQQM, TQQQ, UPRO, URTY) • 8% index covered call ETFs (QYLD, RYLD, XYLD) • 37% preferred stock/bond/ commodity ETFs (HYLB, PFFD, SLVO, USHY) |
Are dividends reinvested? | Yes | No | 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 | Monthly purchases; "I believe in all of these stocks - until I sell them" |
Is account actively funded with new contributions? | No | No | No |
Is account written about on this blog monthly / ever? | No | No | Yes |
