Since my last quarterly update, there haven’t been many changes in my portfolio. Stocks have been on the rise since April this year -- making up for the losses in the first quarter. Looking further back, if I compare today’s asset allocation with what I had last year, there have … [Read more...] about Mid-year portfolio update 2018
Some investors are fascinated with dividend paying stocks. They invest in them exclusively. Often times, these investors are looking to generate income. Some investors also believe that dividend paying stocks are safer to invest in. There are investment services and portfolio … [Read more...] about Rise above dividends!
My portfolio has some real-estate (RE) assets but not much. The only commercial real-estate that I have come to own (indirectly) is via public REITs (publicly traded real-estate investment trusts). I have been looking into adding a dose of commercial real-estate in my portfolio. … [Read more...] about My quest for commercial real-estate
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
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?