My Top 15 Holdings – March 2010
I’ve never really discussed any of the investments that I have before, but on occasion I do get asked what I am invested in and thought this might be useful for me as a learning tool as I look back in time. This list is probably something I will only update once a year as it probably won’t change much.
Anyway these are my top 15 holdings in my various retirement accounts as of March 2010 and the percentage of my portfolio that is invested in them. Currently these top 15 holdings make up 75%+ of my portfolio – although I do have about 45 other smaller investments that make up the remaining 25%. As you can see the top 3 holdings are mutual funds that I hold in my 401k account – the rest with the exception of UMBIX are individual stocks. I in no way condone this type of investing and highly recommend that most people just stick their money in a low cost no-load index fund or lifestyle fund.