2018 Midyear Portfolio Balance.

June is past and we are streaming into the second half of the year. For the midyear review we are going to look at how balanced or unbalanced my portfolio is. This does include mutual funds or ETFs which i have 1.

As you can see a big difference not only in total amount but some of the sectors. I was gifted a lot of stock about $33,000 from my mom so that is where the main difference comes from. Selling of UVE a financial stock and adding it to T is the what makes up the differences between Financial and Telecoms. While I would like consumer goods to get out in front that wont happen over night and i will continue to add good companies at good to great prices as i see fit.

How is your portfolio balance?

Author: dividendsandhobbies

A Christian first and foremost. I love to invest fish grow a garden etc.

6 thoughts on “2018 Midyear Portfolio Balance.”

  1. hey Doug

    great work balancing out the portfolio!

    curious dont you have any healthcare stocks?

    i dont see a health sector.


    Liked by 1 person

  2. Congrats on the gift of stock. That must have been awesome. As for balancing my portfolio, I just switched over to M1 Finance. They practice what is called dynamic rebalancing so new money (including dividends) that is contributed to the portfolio will be automatically allocated to best achieve my target allocation. I’ll post my review of them in about a couple of days. But, it’s good to know I don’t really have to worry about it anymore. I just equalize my portfolio so that each stock is evenly weighted with the other. I’m not sure if that’s the best way, but it is certainly one of the simpliest.

    Liked by 1 person

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