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I occasionally analyze and evaluate my portfolio while transitioning into retirement. Currently my portfolio consist of etfs, mixture of index (ivv, vti), dividends (vig, vym) and sectors etfs that outperform the market (vht, ibb, xbi, ita, vgt, ftec, fhlc). I also have a few companies, leftovers from the past, like bac, abx that i am trying to convert to cash or etfs. My biggest recent non-etf addition was brk.b. On my watch list i keep "dividends aristocrats" (pep, ko, xom, cvx, pg, wmt, ...), however, i am not yet quite convinced that this is the better investment than etfs. My favorite reward/risk index is Sharpe Ratio, i try to keep my etfs at 3ySR above 2. Right now my preferred mix is about 40% ...More
  • Description: Occasional Investor.
  • Interests: ETFs
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