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Portfolio hits 10K

This week’s deposit and auto-invest have been completed. I have made a few changes to my pie allocation.

  • Reduced the Tech pie to from 45% to 42%
  • Increased the Consumer pie from 16% to 20%
  • Reduced the Real Estate pie from 15% to 10%
  • Reduced the Finance pie from 15% to 14%
  • Reduced the Health Care pie from 5% to 4%
  • Increased the Industrials pie from 4% to 10%
Activity for Aug 14, 2020
Trading detail 8/14/2020

My portfolio is now at $10347.91 as of Aug 14th at the closing bell. The gain/return is from day 1.

My portfolio value as of 8/14/2020

OMW2FI Portfolio Growth Tracker

OMW2FI Portfolio Growth Tracker

Below is my current gain/returns since day 1. Stocks in Industrials have been doing great due to FedEx and UPS stocks. The COVID-19 has boosted e-commerce, and the volume of packages to handle for them.

My pie slices as of 8/14/2020

Published inStocks

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