Account:
|
IRA
|
Roth IRA
|
Stocks
|
Current percentage of total holdings:
|
~28%
|
~6%
|
~66%
|
Investment philosophy:
|
Jack Bogle
|
George Soros
|
Warren Buffett
|
Headline summary:
|
“Don't Just Do Something,
Stand There!” |
“You Call That A Position?”
|
“Wonderful Companies at
Fair Prices” |
Account holdings:
|
• 48% indices (IWM, QQQ,
VOO)
• 24% high-yield stocks (VIG,
VYM)
• 28% high-yield bonds
(HYLB, USHY) |
• 50% one “high-conviction”
stock (???)
• 50% bonds (AGG)
|
• 100% stocks (5 core holdings;
entire portfolio detailed here) |
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
|
Tuesday, April 21, 2020
A Summary of My Grand Unified Theory of Investing
Check out my previous post for how we landed here...
