My Portfolio

My Portfolio

My portfolio consists of both equities and fixed income products (mostly pensions).  I take my total portfolio amount and equate my current age as a percentage to the fixed income portion, with the balance dedicated to the equity market.  Within the equity side of my portfolio I recognize 11 major sectors and currently own 3 stocks in each sector, for a total of 33 holdings.  More information is available on my overall investment philosophy in the Dividend Tactics pages.

In the links below you will find information on the stocks I currently hold within my investment portfolio, as well as information on the performance of my portfolio to date:

Equity Holdings

Dividend Tactics Portfolio Performance