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Increasing Positions

2.3%
2.1%
0.0%

Investments round 3. Goal: increase holdings in stocks which have performed well, and acquire 4 additional high-performing bond ETFs (weighted with $250 in mind) See More
2.3%
2.1%
0.0%
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Portfolio Index 1 YR Return
Increasing Positions Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
42.5% Services 5.1%
42.5% McDonalds Corp. MCD 5.1%
32.1% Financial 0.9%
8.1% 8xxxxxxx 8xxxxxxxxxxxxxxxx 8xxx 8xx 8xx 88.8%
7.4% 8xxxxxx 8xxxxxxx 8xxxx 8xxx 8xxxxxxx 8xx 8xx 88.8%
7.2% 8xxxxx 8xxxxxxxxxxx 8xxx 8xxx 8xxxxxxx 8 8xxx 88.8%
7.0% 8xxxxxx 8xxxxxxxx 8xxxxxxxxxx 8xxxx 8xx 88.8%
2.5% 8xxxxxxx 8xxxxxxxxx 8xxx 8xx 8xx 88.8%
12.2% Other 12.9%
12.2% Dollar General Corp. DG 12.9%
9.3% Technology 16.5%
9.3% Facebook Inc. FB 16.5%
3.9% Non-Taxable Distributions --
3.9% 8xxxxx 8xxxxxx 8xxx 8xxxx 8xxxxxxxx 8xxx 8xx --
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