My Investment Holdings – January 2013
Well not a whole lot of change since last year. I did do some reshuffling in my 401k moving most of my funds to a Vanguard target retirement fund. As far as my stocks I haven’t really made any major changes from last year. It was kind of a weak year for restaurants and I’m pretty heavy in that area so that explains some of my short-term under-performance. New guys to the list are a couple 3D printing companies DDD and SSYS. Other than that its the same old same old.
Anyway here is the list 47 total investments, 5 mutual funds, 39 stocks, and a cash position.
| 1 | VTTSX | 26.66% |
|---|---|---|
| 2 | VEXMX | 10.74% |
| 3 | VWESX | 8.12% |
| 4 | VPMCX | 5.37% |
| 5 | BWLD | 4.82% |
| 6 | AMZN | 4.53% |
| 7 | PNRA | 3.08% |
| 8 | EBIX | 2.84% |
| 9 | CMG | 2.75% |
| 10 | REREX | 2.56% |
| 11 | QLIK | 2.48% |
| 12 | BJRI | 2.32% |
| 13 | SBUX | 2.27% |
| 14 | UA | 2.27% |
| 15 | BIP | 1.94% |
| 16 | NFLX | 1.84% |
| 17 | WFM | 1.41% |
| 18 | FOSL | 1.23% |
| 19 | IPGP | 1.12% |
| 20 | DDD | 0.94% |
| 21 | AAPL | 0.94% |
| 22 | BRK-B | 0.71% |
| 23 | UNH | 0.57% |
| 24 | MKL | 0.57% |
| 25 | MIDD | 0.57% |
| 26 | INFN | 0.51% |
| 27 | GWR | 0.50% |
| 28 | SINA | 0.49% |
| 29 | ATVI | 0.47% |
| 30 | IIVI | 0.47% |
| 31 | EXEL | 0.42% |
| 32 | DLB | 0.39% |
| 33 | $$CASH | 0.38% |
| 34 | LULU | 0.37% |
| 35 | MAKO | 0.37% |
| 36 | OTTR | 0.36% |
| 37 | SAM | 0.36% |
| 38 | SSYS | 0.35% |
| 39 | MELI | 0.35% |
| 40 | BAM | 0.34% |
| 41 | SNHY | 0.32% |
| 42 | COST | 0.30% |
| 43 | PCLN | 0.27% |
| 44 | DWSN | 0.26% |
| 45 | ZIP | 0.07% |