I'm starting a new series on investing that I can share with my extended family members, most of whom have Schwab accounts but little understanding about investing.
Anything I write here is meant only for my extended family members and no other readers. It is a starting point for discussion among the family members. Nothing is written in stone. These posts will be updated as conditions change. They will be linked under the "Personal Investing" tab at the top of the blog.
Personal investing.
Buckets as of January 1, 2024. All information below subject to change at any time.
I have six "buckets" for new money:
- Big Cap
- Tech
- Big Pharmaa
- Energy
- AAPL
- MISC
New money allotments, re-evaluated every six months:
- Big Cap: 40%
- Tech: 30%
- Big Pharma: 10%
- Energy: 10%
- AAPL: 0%
- MISC: 10%
Within each bucket:
- Big Cap: DE, CAT, UNP
- Tech: NVDA, AMD, AVGO, QCOM, MU, TSM, AMZN
- Big Pharma: ABBV
- Energy: CHRD
- AAPL:
- MISC: BRK
Reminder:
I am inappropriately exuberant about the US economy and the US market, I
am also inappropriately exuberant about all things Apple.
See disclaimer. This is not an investment site.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
Reminder: I am inappropriately exuberant about the US economy and the US market, I am also inappropriately exuberant about all things Apple.