My Holdings Now After Trimming


  • Did some trimming.
  • Have quite a few August puts waiting on.
  • Not planning any significant trades until after options expiration.
  • Waiting on Godot (the Fed).

These represent the holdings in accounts that hold stocks. I have 3 different portfolios, Retirement Income Options (see RIO in display selector), Sustainable Growth [SGS] and Dividend Collector [DC], C is for custom as I have a few foriegn investors who can’t use U.S. ETFs.

These won’t be perfect for you, but it should help with asset allocation. 

On most of the stocks, past option premiums are not included in avg price, so, consider I sell a lot of options, i.e. the real cost basis is lower in most cases.