Sunday, October 5, 2014

Our Current Portfolio

Hi Everyone,

Sorry it's been so long since the last post (seems to be a theme) but hopefully these will start coming out more frequently now that the wedding is over, the sun is setting sooner and I have more time on my hands.  Our wedding went absolutely beautifully!  August 16th was a reasonable 80 degrees with low humidity, the sun was shining and there wasn't a drop of rain in the forecast.  My wife looked stunning in her dress and we had the time of our lives!  We vacationed in Aruba for 8 days which was a wonderful island with great people however, we would not go back.  There was not much to do, especially after just going to Hawaii last year, but we both agreed that the relaxed nature of the trip was exactly what we needed.  We met a few other honeymooners on our trip who were fun to hangout with.  We did snorkeling, a sunset cruise and an ATV safari to the desert side of the island.  If you like crystal clear water with no waves, hanging out by the pool and drinking a lot, this island is for you.  However, if you like to hike, surf and do adventurous things, you would be better to go somewhere else.  This past month, we had 2 other weddings to attend which were a lot of fun as well!  How was your past couple months?  Fun? Tiring?

So without further adieu,

Here is our current early retirement portfolio:


Click here to see the updated Portfolio.
AFL - Aflac
T - AT&T
SAM - Boston Beer Company
CHD - Church & Dwight
CSX - CSX Corp
EMR - Emerson
XOM - Exxon Mobil
FITB - Fifth Third Bancorp
GE - General Electric
GLP - Global Partners
INTC - Intel
JNJ- Johnson & Johnson
KMB - Kimberly Morgan Clark
KMI - Kinder Morgan
LO - Lorillard
MSFT - Microsoft
OHI - Omega Healthcare Inc
PEP - Pepsico
PM - Phillip Morris
PG - Proctor & Gamble
PSEC - Prospect Capital
O - Realty Income
SN - Sanchez Energy
UA - Under Armour
UTX - United Technologies
VZ - Verizon
V - Visa
VMGRX - Mid-Cap Growth Fund (for diversity to smaller companies)

Current Balance of all positions above total around $75,000

We have a cash balance to invest of around $8,000 right now as well.

Finally, we still have my 401K ($30,000) and a "Play Around" portfolio ($22,000) that will be talked about occasionally.

I have a massive spreadsheet that I will upload to the blog that tracks the price, shares, cost basis, and much more.

Stay tuned for further updates!

Thanks,

Scott

1 comment: