Hey guys,
Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year.
Let’s see how my portfolio is doing in comparison to the market:
- S&P 500 from January 4th – August 27th: +22.07% ((413.86 – 339.03) / 339.03) x 100
- My portfolio from Jan 4th – August 27th: +21.39% ((54,947.72 – 6,000 – 828.01) – 39,641.18) / 39,641.18 x 100
I’m catching back up – I’m within 0.7% of the market return and have outpaced the market’s gains in the last month.
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I recently celebrated a birthday. One thing about birthdays as I get older is they become less important to me – so much so that I often have no clue what I want when it gets close to that time and people end up getting me things that I definitely don’t want. Low maintenance people problems? What more could I need?
Over the last few years I’ve started making a list of things that I’m interested in getting every time something pops into my head. This year, I had a list of things ready to give friends and family when they asked what I wanted for my birthday. It’s still not a really big list, but at least I had something prepared.
I’m doing something similar to prep for next year’s stock portfolio. I’ve created a list that I’ve been adding to year-round of stocks that I’m interested in potentially adding to my portfolio in each of its five categories. I want to share the list with you guys.
To be clear, I have not decided for certain that these will be added to next year’s portfolio, but I want to share my thought process & stock list to you guys in case it gives you new ideas.
Growth & High Yield:
- Walgreens (WBA) | 3.94% yield
- Dow inc. (DOW) | 4.25% yield
- Kimberly Clark (KMB) | 3.35% yield
- Novartis (NVS) | 3.42% yield
- Blackstone (BX) | 2.43% yield
- Western Union (WU) | 4.34% yield
Moonshot Growth:
- General Motors (GM)
- Match Group (MTCH)
- Draft Kings (DKNG)
- Planet 13 (PLNHF)
- Boeing (BA)
- Roku (ROKU)
- Salesforce (CRM)
- Zscaler (ZS)
- Alphabet (GOOGL)
- Amazon (AMZN)
- Quantumscape (QS)
- Fiserv (FISV)
- Cybin (CLXPF)
- Bumble (BMBL)
- Spotify (SPOT)
- eXp World Holdings (EXPI) | Yield 0.35%
- Enphase Energy (ENPH)
- Snapchat (SNAP)
- Beyond Meat (BYND)
- Inmode (INMD)
- Dynatrace (DT)
- Rapid7 (RPD)
- Globus Medical (GMED)
- Exlholdings (EXLS)
- Workivia (WK)
- Azek Company (AZEK)
- Aptiv (APTV)
REIT:
- Store Capital (STOR) | 4.02% Yield
- Realty Income (O) | 3.94% Yield
- Vici Properties (VICI) | 4.71% Yield
Stable Yield:
- JPMorgan Equity Premium Income ETF (JEPI) |7.57% Yield, 0.5% expense ratio
- AT&T* (T) | 7.67% Yield
- Enviva Partners (EVA) | 6.05% Yield
- Dominion Energy (D) | 3.23% Yield
- International Business Machines (IBM) | 4.71% Yield
- LyondellBasell Industries (LYB) | 4.38% Yield
Growth 1st, Dividend 2nd:
- ViacomCBS (VIAC) | Yield 2.36%
- Taiwan Semiconductor (TSM) | 1.54% Yield
- General Electric (GE) | 0.30% Yield
- Apple (AAPL) | 0.59% Yield
- Microsoft (MSFT) | 0.75% Yield
- Intercontinental Exchange (ICE) | 1.15% Yield
- Consetellation Brands (STZ) | 1.43% Yield
- YUM! Brands (YUM) | 1.52% Yield
- UBS (UBS) | 2.20% Yield
- Aaflac (AFL) 2.31% Yield
- Restaurand Brands International (RBI) | 3.28% Yield
- McKesson (MCK) | 0.93% Yield
- GAP Inc. (GPS) | 1.81% Yield
- NextEra Energy (NEE) | 1.84% Yield
- Freeport McMoran (FCX) | 0.82% Yield
- Dollar General (DG) | 0.75% Yield
- Invitation Homes (INVH) | 1.68% Yield
- KB Home (KBH) | 1.38% Yield
- Rockwell Automation (ROK) | 1.33% Yield
- Oracle (ORCL) | 1.43% Yield
- Waste Management (WM) | 1.49% Yield
Now the disclaimer – none of the content or individual stocks mentioned in this post are financial advice or direction – I am not a financial advisor and this content is for educational purposes only and not intended to be used for anything other than education or entertainment.
Until next time!
Roth and Roll Finance 