Friday, July 20, 2018

Mid-Year Holdings Summary

Attached below is my Chump IRA Portfolio Mid-Year (July 20 actually).  I plan to start providing more regular updates going forward.  As a bonus, I'm also attaching my taxable account holdings for review. 

My IRA holdings tend to be all dividend growth focused, with yields above 2.5%.  My taxable account tends to contain lower yielding, higher growth stocks.

Both are focused on value, and when the prices get high enough, I trim or sell.

1st, The Chump IRA:


and below is my taxable account: