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
My Investment Portfolio
What's in my portfolio and why
A deeper look into my portfolio
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
What my portfolio contains today?
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?