This is a display of a part of my personal portfolio as of 5/4/2016. This was the very first brokerage account I opened in 2011 and made my first purchase in January 2012. I plan to keep this updated monthly so that you can see what I hold on to and how my portfolio changes over time.
*Please note that I have other portfolios besides this one so if I write about a company that I say I own but you don’t see it here, that just means its not in this particular portfolio. And none of the info on this page is investment advice. Simply a snapshot of what I invest in*
May 2016
Symbol | Description | Last Price | % of Portfolio |
AAPL | APPLE INC | $94.19 | 11.03% |
BAC | BANK OF AMERICA CORP | $14.13 | 1.66% |
CMCSA | COMCAST CORP NEW CL A | $60.89 | 3.58% |
CSCO | CISCO SYS INC COM | $26.44 | 3.44% |
CTSH | COGNIZANT TECH SOLUTIONS CORP | $57.54 | 3.37% |
DOW | DOW CHEMICAL CO | $51.39 | 6.02% |
DUK | DUKE ENERGY CORP | $80.02 | 4.68% |
FSLR | FIRST SOLAR INC COM | $51.78 | 4.24% |
GOOGL | ALPHABET INC CAP STK CL A | $711.37 | 8.33% |
GOV | GOVERNMENT PPTYS INCOME TR COM | 19.8 | 4.64% |
HON | HONEYWELL INTL INC | $112.93 | 6.65% |
LUV | SOUTHWEST AIRLNS CO | $41.66 | 2.44% |
MA | MASTERCARD INC CL A | $96.25 | 5.63% |
MRK | MERCK & CO INC NEW COM | $54.81 | 3.24% |
PFE | PFIZER INC | $33.40 | 4.30% |
QRVO | QORVO INC COM | $44.51 | 2.61% |
SCHH | SCHWAB STRATEGIC TR US REIT ETF | $41.57 | 2.93% |
SICNX | SCHWAB INTERNATIONAL CORE EQUITY | $8.87 | 3.74% |
V | VISA INC COM CL A | $77.07 | 10.85% |
VZ | VERIZON COMMUNICATIONS | $50.84 | 6.62% |