Current Portfolio Holdings

Account
Symbol
Yield



Brokerage


Money Market Fund

poop
Coca Cola
KO
2.88%
Walmart
WMT
2.26%
Johnson and Johnson
JNJ
3.40%
McDonalds
MCD
3.15%
Exxon Mobil
XOM
2.67%
Intel
INTC
2.86%



Roth IRA


REIT Index

3.37%
Target Date Retirement

N/A



401(k)


Target Date Retirement

N/A


3 comments:

  1. Those are some nice core holdings.

    It's hard to go wrong with KO, WMT, JNJ, MCD, XOM, and INTC, especially when combined together, as it's diversified into food, beverage, retail, health, energy, and tech. All have massive competitive moats and increasing dividends.

    ReplyDelete
  2. Thanks matt. It's been easy for the past two years to pick up some good stocks at great prices. I rue the day I'll have to actually work hard to find good stocks trading cheaply!

    ReplyDelete
  3. Very nice holdings!

    I would like to get WMT and XOM eventually.

    Cheers,
    My Own Advisor

    ReplyDelete