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07-09-2024, 04:23 PM
(This post was last modified: 07-09-2024, 04:23 PM by ken-do-nim.)
Hey everybody I'm back!
Combining my taxable and ROTH accounts, my top 10 positions currently are:
1. TECL (etf)
2. NVDA / NVDL
3. FNGU (etf)
4. USD (etf)
5. SOXL (etf)
6. AVGO
7. LLY
--- huge drop off in amounts ---
8. SMCI
9. MSFT
10. AAPL
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You're back!! Welcome Back!
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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
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01-02-2025, 06:53 AM
(This post was last modified: 01-02-2025, 06:58 AM by ken-do-nim.)
Looking at my taxable and ROTH accounts, excluding company stock options, my top 10 is currently:
AVGO/AVGX
NVDA/NVDL
FNGU
USD
TECL
LLY
META/METU
SPXL
ORCL
AAPL
MSFT got kicked out of my top 10.
And I don't see a lot of new money coming in anytime soon, so they are more or less on their own for a while. Still waiting for the day I can dollar cost average every month (kids & dogs are expensive!). I'm hoping to start that mid-2026 but we'll see. I definitely want to increase my GOOG and get it into the top 10, as well as increase my META/METU to push it higher.
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Here's my top 10 update
NVDA
GOOG/GOOGL
MSFT
AMZN
AAPL
TSLA
XOM
AVGO
BX
BRK.B
As you can see, from my last Top 10 update there has been no changes. I did make adds to NVDA, GOOG/GOOGL, XOM, AVGO, LRCX, UNH, ELV, AMAT, MU, TSLA, AMZN, TSM, MSFT, AMD
I've come to the conclusion I have enough to retire now at the age of 54 but will continue my plan to work until the age of 59. Primarily because :
1). It's just easier to access those retirement funds at 59 1/2
2). I'm saving for a total home remodel (If we don't move)
3). Pay off as much of the mortgage as I can before I retire
I'll retire in 5 years. When I started this journey at age 26 the plan was to retire with 1mil with no mortgage or 1.5mil with a mortgage--those were the goals. The plan was to retire at age 62, I have since moved that down to 59. Monetary wise I have exceeded my goals.
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Good on you, Ray. I'm glad all is working out for you.
I've found that retirement is a big adjustment. Still struggling with re-orienting my life.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
