Account:
|
IRA
|
Roth IRA
|
Stocks & Income
|
Current percentage of total holdings:
|
~23%
|
~7%
|
~69%
|
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:
|
• 52% indices (IWM, QQQ, VOO)
• 23% high-yield stocks (VIG, VYM)
• 24% high-yield bonds (HYLB, USHY)
|
• 53% one “high-conviction” stock (???)
• 47% bonds (AGG)
|
• 58% stocks (2 core holdings + QQQ) • 42% preferred stock/bond ETFs
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
|
Monday, October 5, 2020
An Updated Summary of My Grand Unified Theory of Investing
Check out my previous post for how we landed here...
