Locator: 46899INV.
This is not my portfolio. This is where I put new money. I have a fairly robust revenue stream even in retirement. I limit the list to less than twenty ticker symbols. I re-evaluate the list every quarter.
Obviously I make changes if conditions warrant.
This was the list I put together on January 1, 2024.
At the end of each quarter I raise more cash by tax-loss harvesting.
I am in the process of making changes in the spreadsheet for 2Q24.
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