My 3rd son has a portfolio that we created for him at the age of 22 with the majority of the purchases in 2012 and few additions since. At 26 years old he still primarily relies on dad to make trades and continues to learn slowly about investing.
| Stock | Market Value Weight (%) |
|---|---|
| AAPL | 5.83 |
| EMCI | 15.83 |
| F | 2.23 |
| GOOG | 4.87 |
| GOOGL | 4.96 |
| INTC | 5.90 |
| KMI | 2.96 |
| KO | 1.86 |
| MCD | 10.23 |
| MO | 10.62 |
| MSFT | 9.65 |
| NSC | 6.97 |
| VOD | 3.11 |
| VZ | 2.19 |
| WBA | 12.78 |
| Cash | 14.13 |
He has recently started a new career and it will be exciting to see him continue to grow more into his own. There is no rhyme or reason to the weightings. Cash is high and may get distributed, but he is also looking at a house purchase within the next year.
Total unrealized gain as 5/30/16 was 42.16%.
With the new job, I am hopeful that he will be able to startup a monthly automatic investment.
He owned GOOG (A shares converted to C shares) prior to the dividend payment and ended up with GOOGL (A shares). VZ was received as a result of their investment stake buyout from VOD resulting in a very high share price that he will remain underwater for sometime to come.
His current yield on cost is 2.77%.
We may look in the future to establish a little more equal weighting between them and start to look closer at diversification among the sectors.
Feel free to comment and share your thoughts and suggestions for other opportunities.