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Started By
Message
How diversified are you?
Posted on 10/12/18 at 11:32 am
Posted on 10/12/18 at 11:32 am
I knew I was tech-heavy and with the recent hits on techs I thought I should determine how diversified my long stocks are. I'm pretty tech-heavy but not extremely so. I'll probably be increasing the financials before long.
Health Care 10.57%
Information Technology 31.41%
Consumer Discretionary 8.40%
Energy 11.23%
Materials 8.75%
Communication Services 12.86%
Consumer Staples 7.50%
Financials 0.65%
Real Estate 8.63%
Health Care 10.57%
Information Technology 31.41%
Consumer Discretionary 8.40%
Energy 11.23%
Materials 8.75%
Communication Services 12.86%
Consumer Staples 7.50%
Financials 0.65%
Real Estate 8.63%
7
Posted on 10/12/18 at 11:40 am to arkiebrian
Equity sector analysis
Value on
10/11/2018 ($)
% of
equity
A Consumer Discretionary 13.36
B Energy 2.28
C Financials 10.90
D Health Care 11.19
E Industrials 14.32
F Materials 3.37
G Consumer Staples 2.90
H Information Technology 29.03
I Communication Services 10.93
J Utilities 0.72
K Real Estate 1.00
Total classified equity 100%
Value on
10/11/2018 ($)
% of
equity
A Consumer Discretionary 13.36
B Energy 2.28
C Financials 10.90
D Health Care 11.19
E Industrials 14.32
F Materials 3.37
G Consumer Staples 2.90
H Information Technology 29.03
I Communication Services 10.93
J Utilities 0.72
K Real Estate 1.00
Total classified equity 100%
Posted on 10/12/18 at 11:50 am to cuyahoga tiger
I see a lot of similarities there.
Posted on 10/12/18 at 12:30 pm to arkiebrian
Information Technology 20.72%
Health Care 15.07%
Financials 13.64%
Consumer Discretionary 9.94%
Communication Services 9.90%
Industrials 9.89%
Consumer Staples 6.71%
Energy 6.16%
Utilities 2.91%
Real Estate 2.61%
Materials 2.45%
Posted on 10/12/18 at 12:41 pm to arkiebrian
~90 stocks/10 bonds. Have a ton of cash, but that’s for down payment
Posted on 10/12/18 at 1:43 pm to arkiebrian
68% Equities and 32% Bonds
EQUITY MIX
Basic Materials 1.4%
Communication Svc 1.8%
Consumer Cyclicals 11.0%
Consumer Defensive 4.2%
Energy 6.7%
Financial Svcs 15.5
Health Care 16.0%
Industrials 13.0%
Real Estate 1.7%
Technology 26.9%
Utilities 1.8%
EQUITY MIX
Basic Materials 1.4%
Communication Svc 1.8%
Consumer Cyclicals 11.0%
Consumer Defensive 4.2%
Energy 6.7%
Financial Svcs 15.5
Health Care 16.0%
Industrials 13.0%
Real Estate 1.7%
Technology 26.9%
Utilities 1.8%
Posted on 10/12/18 at 1:44 pm to arkiebrian
quote:
How diversified are you?
Whatever the diversification of the S&P 500 is.
Posted on 10/12/18 at 2:20 pm to barry
Information Technology 26.46%
Health Care 14.58%
Financials 13.75%
Consumer Discretionary 12.88%
Industrials 9.58%
Consumer Staples 6.68%
Energy 5.84%
Utilities 2.82%
Real Estate 2.72%
Materials 2.49%
Telecom Services 1.94%
Multi Sector 0.25%
This is my S&P index fund breakdown, which is where I have the vast majority of my retirement funds.
Health Care 14.58%
Financials 13.75%
Consumer Discretionary 12.88%
Industrials 9.58%
Consumer Staples 6.68%
Energy 5.84%
Utilities 2.82%
Real Estate 2.72%
Materials 2.49%
Telecom Services 1.94%
Multi Sector 0.25%
This is my S&P index fund breakdown, which is where I have the vast majority of my retirement funds.
This post was edited on 10/12/18 at 2:27 pm
Posted on 10/12/18 at 5:00 pm to arkiebrian
I'm not and dont desire to be. I've got a little healthcare and a lot of tech.
I like to find good companies in good to great industries. itll work out over time if I'm right.
I like to find good companies in good to great industries. itll work out over time if I'm right.
Posted on 10/12/18 at 5:39 pm to barry
quote:
Whatever the diversification of the S&P 500 is.
I prefer to use total market where I can.
I'm 75% equities with 1/3 of that in international and 25% in bonds. I've been doing some re-balancing the past two days.
Posted on 10/12/18 at 6:37 pm to arkiebrian
1/2 in a Vanguard 2035 Target Date fund
1/2 in a weed penny stock
Now that’s diverse.
1/2 in a weed penny stock
Now that’s diverse.
Posted on 10/13/18 at 10:19 pm to TigrrrDad
quote:
1/2 in a Vanguard 2035 Target Date fund 1/2 in a weed penny stock
That has to be the most schizophrenic portfolio I’ve ever seen
Posted on 10/14/18 at 10:59 am to TigrrrDad
I’ll allow it
Posted on 10/14/18 at 11:41 am to Joshjrn
In my defense, I only started investing this year. My long term strategy is simply target date funds or a 3 fund portfolio.
After maxing a Roth IRA early in the year, I saw an opportunity with LVVV and threw $6K in it for the rest of this year’s money. After that I’m back to the conservative route for the long haul. I don’t intend to keep investing half my money in penny weed stocks for the next 12 years.
After maxing a Roth IRA early in the year, I saw an opportunity with LVVV and threw $6K in it for the rest of this year’s money. After that I’m back to the conservative route for the long haul. I don’t intend to keep investing half my money in penny weed stocks for the next 12 years.
This post was edited on 10/14/18 at 11:42 am
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