My stock portfolio consists of 7 companies as of July 30, 2015!
As you can see, I have unabashedly borrowed heavily from Dividend Mantra’s portfolio design, even going as far as using an embedded Google Sheets document. But hey, it works well!
Like him, I plan to keep this updated monthly. Although, most likely I will update this more often than that because I can’t not look at my investments.
As of July 30, 2015:
Total stock equities: $3,367.83 (was 2,460.35)
Total retirement value: $38,765.52 (was 38,954.78)
Whole portfolio value: $42,133.35 (was $41,415.18)