My Investment Holdings January 2017
In annual tradition I will list all of my current investments. These really do not change significantly from year to year as I don’t do a lot of buying and selling and well now as my portfolio has grown so big the amount of money I am putting in towards new investments tends to be sort of insignificant.
That being said there was some movement around this year. The mutual funds are part of my 401k and are a very similar percentage of my overall retirement nestegg. I max out my 401k each year and kind of just set it and forget about it. My 401k makes up about 45% of my nestegg.
My individual stock holdings comprise of about 30-40 stocks with the new addition this year being that I am now including some private stock I had previously not included that is actually my largest individual stock holding. My top 5 public stock holdings this year are Netflix, Tesla Motors, Amazon, Buffalo Wild Wings, and Under Armour which are the same five from last year with a few of them flipping spots.
I feel super good about that top 5. My Tesla stake has increased due to the large investment I had in Solar City which the acquired as well as most of my investment money this year going to Tesla. I feel very strongly that their future will be very bright and have a big enough and diversified portfolio that I can probably take a larger risk there without it really affecting my overall portfolio too negatively.
|Private Bank Stock||8.95%|