My Investment Portfolio

These are all well-known companies. They are also very successful stocks since their respective IPOs. And they all have been rising with the market for last few years. Then what am I doing still buying them today? I own all four companies for many years. You can see my … [Read more...] about Apple, Starbucks, Facebook, Tesla

I don’t pay much attention to quarterly stock market changes. I don’t spend time trying to read tea leaves either. However, when the market goes down 10% or more from its peak, it spurs me into action. Why? As I detailed in this blog entry, I have a cash-as-dry-powder strategy. … [Read more...] about Quar­terly port­folio update – March 2018

There weren't many changes made in my portfolio last quarter. I did not start any new stock position - though I did add to three of my existing positions. I closed a couple of small stock positions where I took capital losses. There were no changes in my mutual fund positions. … [Read more...] about 4Q 2017 quar­terly port­folio up­date

We take a deeper look at my investment portfolio in this post. A majority of my investments are in stocks or stock index funds. I have been working on my investments for last 20 plus years. These investments have evolved over time – initially all I had were some stock and bond … [Read more...] about A deeper look into my portfolio

As you can see from the pie chart, about two-third of my portfolio is invested in stocks. Mostly in either individual stocks or stock index funds. I have some real-estate investments but they are about one-sixth of the portfolio. I keep some cash for my near-term needs and the … [Read more...] about What my port­folio con­tains today?