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JMikeK

JMikeK
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ABOUT
My wife and I are both retired.

Investment bucket currently consists of 48 stocks. Top 25 by market value are: FIEG FBGX AAPL FIEU PFE JNJ UTX AMZN WFC V UBS AXP HD BCS DIS JPM GE PG MSFT BRK.B GOOGL TM SNY BAC and LLY.

The portfolio is managed towards total return.

Overall, asset allocation about 1% cash and 99% stocks. About 60 % of the stocks are domestic, rest international.

The portfolio is heavily tilted toward large cap stocks. Greatest sector weights are in technology, healthcare, consumer cyclical and financial services.

May 2015

SNAPSHOT
  • Description: Retiree. Trading frequency: Infrequent
  • Interests: Retirement savings, Stocks - long
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LATEST STOCKTALK more »
I'm considering selling $LNCO to harvest capital losses to offset gains elsewhere. Any others considering the same? Dec 20, 2014