Crowdsourcing Investment Wisdom -January 2021
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The following are my top 10 equity holdings, highest exposure to lowest: AAPL, VDIGX, ROP, WMT, SCHD, WPC, JNJ, CCI, O, T. Together, as of December 31, 2020, they represented 35% of total portfolio value.
On the same date, money market funds and CDs represented 11% of total portfolio value.
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