Below are the latest holdings for my IRA. Those following along will see that I've held on to ETN and added Kohl's and Omega Healthcare. I have 28 holdings, and almost no cash.
The stocks are sorted by 5 year estimated total return based on the excellent FastGraph software.
I'll follow this up in a few days with a spreadsheet update showing gains/losses, and % of portfolio.
Best,
Chump
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