Investment Holdings January 2024

Investment Holdings January 2024

In annual tradition I list all of my investment holdings. I do not do much buying or selling, but the percentages do change with market fluctuations though this year there really are not any drastic changes. The only real difference is my cash is now moved into SGOV primarily to try to get a slightly higher return. I did some very minor cleanup of my portfolio and sold some very small positions resulting in 0.4% of my portfolio.

I am long term buy and hold and honestly feel very comfortable with all of my positions. I am very hands off and that is by design, investing should be easy and I literally spent less than an hour total managing my portfolio this year and most of that was figuring out a good spot to store our cash. Despite doing nothing meaningful my portfolio grew over 61% this year. Passive compounding is the best!

InvestmentPercentage
TSLA30.04%
SGOV16.21%
VPMAX13.24%
VIIIX13.07%
SHOP4.22%
NFLX4.01%
AMZN3.01%
WOLFRIVER2.84%
AAPL2.81%
CMG2.78%
DDOG1.69%
NET1.29%
CRWD1.15%
SBUX1.09%
ETHUSD1.06%
MNDY0.72%
BIP0.28%
$$CASH0.27%
VFIAX0.19%
BTCUSD0.02%