My Top 10 Holdings for May 2018

For the first time ever, here are some details of the top 10 holdings in my portfolio (by market value).  This is not an investment recommendation…

As I’ve discussed, when on the Millionaires Unveiled Podcast I did last October, I have a large chunk of my net worth tied up in a concentrated number of holdings (you listened to it right).  More specifically, my top 10 holdings makes up 43% of my net worth (which will be updated in a couple days).

One question I was asked is “does it concern me to have so much equity tied up in a few positions?”  My response was something to the effect of no, I feel I am diversified enough in my holdings that I don’t see a need to own hundreds of stocks like a mutual fund or ETF would hold.

The markets are a random walk.  There have literally been test where monkeys throw darts at ticker symbols in a newspaper and can outperform an actual stockbroker.

Lets take a look at the top 10.  You’ll see a few common themes.  For the most part, there are no surprise holdings.  Companies like MO, XOM, KO, JNJ are your basic holdings common in many large cap fund.  While DE and CLX are pretty much also household names.  These holdings provide stable and consistently growing dividend income for me to live off.

Some of my more “oddball” holdings that you’re probably scratching your head are WWE, CME, MPC and TTWO.  These holdings didn’t ever initially start out as my largest holdings, they just kind of grew like crazy to get too that point.  And ironically, these are some of my highest performers in my portfolio, and while not necessary dividend growth investments (excluding MPC), have provided crazy capital appreciation.

When looking at the sectors, the top 10 holdings are spread across consumer staples, consumer discretionary, energy, financials, and industrials.  There is a lack of tech in my top 10, but some of those holdings are just outside the top 10.

While I am not an active trader, or a passive index investor, my portfolio ties closely to benchmarks like the S&P500, but the differences from some of the more oddball holdings gives an opportunity for outperforming the benchmark.  Sometimes it works for me, sometimes against.

So what do you think.  Was this what you expected to see from a million dollar portfolio?  Would having that high of a concentration of a portfolio in a small number of holdings concern you?

Follow me on the social medias:

Readers Comments (26)

  1. how often to take 10mg cialis cialis wubtzngf cialis without a doctor’s prescription

  2. best ed pill ylocjplw levitra ed medication

  3. viagra without a prescription mmwhauho sildenafil generic buy generic viagra

  4. meds online without doctor prescription buy viagra very cheap

  5. purchase zithromax z-pak

  6. cheapest online 100 mg sildenafil

  7. buy generic viagra order generic viagra

  8. order stromectol online generic cipro
    noroxin generic

  9. cialis lowest price 30 mg cialis what happens
    what are the side effects of cialis

  10. cialis lowest price 20mg when is the best time to take cialis
    daily use cialis cost

  11. generic pills for ed: generic drugs without doctor’s prescription

  12. I’ve been exploring for a little bit for any high quality articles or blog posts in this
    sort of space . Exploring in Yahoo I finally stumbled upon this website.
    Reading this information So i’m satisfied to show that I have a very good uncanny feeling I came upon just what I needed.

    I such a lot surely will make certain to do not put out of your mind this
    website and provides it a look on a constant basis.

  13. Good info. Lucky me I discovered your blog by chance (stumbleupon).
    I’ve book-marked it for later! asmr 0mniartist

  14. After looking at a handful of the blog posts on your web page, I really like your technique
    of writing a blog. I added it to my bookmark site list and will
    be checking back in the near future. Please visit
    my website too and tell me what you think.

  15. When I initially commented I clicked the “Notify me when new comments are added” checkbox and now each time a comment is
    added I get three emails with the same comment. Is there any way you can remove me
    from that service? Thanks!

  16. What’s up i am kavin, its my first time to commenting anywhere, when i read this article i
    thought i could also make comment due to this good post.

  17. Very great post. I simply stumbled upon your blog and wanted to
    mention that I’ve truly loved surfing around your weblog posts.
    In any case I will be subscribing to your rss feed and I am
    hoping you write again soon!

  18. Today, I went to the beach front with my kids.
    I found a sea shell and gave it to my 4 year old
    daughter and said “You can hear the ocean if you put this to your ear.” She placed the shell to her ear and screamed.
    There was a hermit crab inside and it pinched her ear.
    She never wants to go back! LoL I know this is completely off topic but I had to tell someone!

Comments are closed.

Follow me on the social medias: