Check out my previous post for how we landed here...
Account: | IRA | Roth IRA | Stocks & Income |
Current percentage of total holdings: | ~26% | ~2% | ~72% |
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% index ETFs (IWM, QQQJ, QQQM, VOO) • 25% high yield stock ETFs (VIG, VYM) • 21% bond ETFs (HYLB, USHY) | • 100% one “high-conviction” stock (???) | • 31% stocks (AMZN, COST, MSFT, UNH) • 9% index ETFs (QQQJ, QQQM) • <1% double/triple leverage ETFs (CWUB, LABU, TQQQ, UPRO, URTY) • 14% index covered call ETFs (QYLD, RYLD, XYLD) • 32% preferred stock/bond ETFs (HYLB, PFFD, USHY) • 14% commodity covered call ETNs (GLDI, SLVO, USOI) |
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 |
