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Visual Portfolio Update : Post - 9/11 2017 Rally

|Includes: Antares Pharma Inc. (ATRS), BABA, BAC, BEP, BIP, BMY, BOX, BX, CONE, CRM, CSCO, DFT, DIS, DLR, GDS, GE, HASI, INTC, JD, KHC, KO, MDLZ, MSFT, MU, NEP, NTNX, ORCL, PEGI, PEP, PFE, PWR, T, TCEHY

Summary

Here's an improved visual representation of my current portfolio.

Sectors, sector holding breakdowns, holdings, and unrealized gains are included. All data as of September 11, 2017.

Looking forward to maintain current form of portfolio. But possible changes could occur before the year ends.

  • Total Portfolio : Holdings by Cost Basis (Cost Basis order)

  • Total Portfolio : Sectors by Cost Basis (Cost Basis order)

^Tech Sector - Subdivided into U.S.-Based and Foreign ADR

^Sectors - Holdings Breakdown (Cost Basis order among & within sectors)

  • Total Portfolio : Holdings Cost Basis G/L (clockwise from CONE by CB)

  • Total Portfolio : Holdings Market Value G/L (clockwise fr: CONE by CB)

  • Total Portfolio : Holdings Gain/Loss % (Cost Basis order)

  • Long-Term Incumbent Holdings : Gain % (Cost Basis order)

  • Newbie & 1-Yr Holdings : Gain/Loss % (Cost Basis order)

  • Total Portfolio : Sector Holdings Breakdown by Market Value


  • Total Portfolio : Sectors by Market Value

  • Long-Term Incumbent Holdings : Sectors (Market Value order)

  • Newbie & 1-Yr Holdings : Sectors (Market Value order)

  • Newbie & 1-Yr Holdings : Sector Market Value G/L (by Market Value)
  • Newbie & 1-Yr Holdings : Holdings Market Value G/L (by Mkt Value)

SECTOR BREAKDOWN:

  • Total Portfolio : Technology Sector Holdings Breakdown

  • Total Portfolio : Consumer Staples Sector Holdings Breakdown
  • Total Portfolio : REIT Sector Holdings Breakdown

  • Total Portfolio : Utilities Sector Holdings Breakdown

  • Total Portfolio : Financials Sector Holdings Breakdown

  • Total Portfolio : Health Care Sector Holdings Breakdown

  • Total Portfolio : Industrials Sector Holdings Breakdown

DIVIDENDS

  • Total Portfolio : Sector Dividend Contribution (by Sector Yield order)



  • Total Portfolio : Holding Dividend Contribution (by Sector Yield order)

  • Total Portfolio : Holding Dividend Contribution (Highest to Lowest)


  • Total Portfolio : Holding Dividend Contribution (Cost Basis order)

*All data as of September 11, 2017.

Disclosure: I am/we are long DLR, CONE, PEGI, BABA, BX, PEP, MSFT, HASI, JD, TCEHY, INTC, BIP, NTNX, KHC, NEP, DIS, CRM, PWR, GE, BEP, T, BMY, ORCL, BAC, MDLZ, CSCO, PFE.

Additional disclosure: Graphics and visuals were made by the author.