The table shows my actively-managed investment portfolio as of 12/31/2019. All securities were traded in an American stock exchange and have a unique ticker to identify the security. The ETF is an exchange-traded investment funds designed to imitate the performance of U.S. large cap stocks. Each Stock is listed according to its Market Sector of the stock market. Mkt Cap, $b represents the market capacity of each security as measured in billions of dollars to show the total value of its tradable shares. Allocation is the percentage of the portfolio’s market value derived from its holdings of cash, ETFs, and stocks. In the Strategy column, the passive strategy of the ETF is to earn profits from a pool of stocks that mimic the performance of a market index. The swing strategy is to purchase a stock at its bargain price and then wait to sell it at a high price, however long the price-swing happens to occur. The growth strategy is to purchase a stock at a reasonbly low price and hold the stock until its company stops growing over several-to-many years. As the company matures, its stock price should increase along with the company’s annual net income. The drip strategy is to purchase a stock at a reasonable price and reinvest the company’s dividends in additional shares of the same stock. The beneficial effect of ‘drip’ becomes more significant as the stock survives several market cycles.
Douglas R. Knight