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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.
