01-01-2025, 12:27 PM
Okay, here's my rundown for 2024
Portfolio (44 equities)
38.99%
401kplan (3 ETF type funds, 1 MMA, company stock)
24.75%
Wife's portfolio (8 equities)
51.53%
My top 10 is:
NVDA
GOOG/GOOGL
MSFT
AAPL
TSLA
AMZN
XOM
BX
AVGO
BRK.B
UNH got kicked out of the top 10
Portfolio (44 equities)
38.99%
401kplan (3 ETF type funds, 1 MMA, company stock)
24.75%
Wife's portfolio (8 equities)
51.53%
My top 10 is:
NVDA
GOOG/GOOGL
MSFT
AAPL
TSLA
AMZN
XOM
BX
AVGO
BRK.B
UNH got kicked out of the top 10