Investing -- April 2, 2024

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.