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?
This post shows how imbalanced my portfolio is. Some would sell off the top and add to the bottom my goal is to just add and eventually everything will be where i want it to be. I am sure not going to pass up a bargain in an over section just as i wont buy just to buy on a lower section. Telecoms was one of the biggest gainers. I sold a stock in Industrials that was bought out. so that one dropped but i think overall the portfolio is heading in a nice direction. Tech is hot it seems like so naturally that one is going to be out in front.
Tech and banks have been hot it seems like so naturally those are going to jump up. as i add in differnt sectors I expect others to come up and close the gap over time.
How is your portfolio? pretty balanced? Out of balance? Let me know in the comments