Balance of the Portfolio

In this we will look how healthy or not my portfolio is. this gives us a rough glimpse into the portfolio minus ETF and mutual funds and non dividend payers in these sectors

 

Financials went up due to Merrill edge classifying Mreits as financial so to keep it the same i moved them over there. Even with some nice money going in couldnt stop the downslide but thats ok this will someday it will balance out more hoprfully i just like buying stuff on special and have no respector of where it goes or falls into.

 

How is your portfolio balanced?

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Author: dividendsandhobbies

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

2 thoughts on “Balance of the Portfolio”

  1. That final quarter of the year has hurt everyone invested. But good news is, my forward dividends are increasing and slowly adding to new positions. Winning!

    Liked by 1 person

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