Portfolio

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)

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