My Current Portfolio
My intention is to regularly update this post with my current portfolio as I add/remove positions from it. Also, I'll focus on my non-401(k) investments. With my 401(k), I only have a limited pool of index funds to choose from, and have set up an allocation that works for my age and risk tolerance. Anyway, on to my current portfolio of taxable accounts and Roth IRA: Non-401(k) Portfolio as of 8/18/16: Company Symbol Total Shares % Portfolio Taxable Acct Shares Roth IRA Shares Abbott Labs ABT 60.145 9.25% 35 25.145 Amerigas APU 25.528 4.07% 25.528 0 Apple AAPL 7 2.65% 7 0 AT&T T 27.334 3.92% 27.334 0 Cardinal Health CAH 24 6.86% 11 13 Cisco Systems CSCO 19 2.01% 19 0 Company Stock 60.74 6.08% 60.74 0 Cummins CMI 8 3.50% 8 0 Emerson Electric EMR 8 1.52% 8 0 Flower Foods FLO 67 3.52% 67 0 Intel INTC 11 1.33% 11 0 iShares Large Cap S&P 500 ETF IVV 11 8.39% 0 11 iShares Small Cap S&P 500 ETF IJR 7 2.98% 0 7 New Residential NRZ 39 1.90% 39 0 Omega Health