J.C.’s Money Blog

Here is my portfolio as of US market close Dec 31:

Some comments

I haven’t changed any positions, and my portfolio is still very boring. I would like to use the cash to buy my next individual stock soon, since the market’s dropping off again, and I will have more time to do some due diligence, since my move to the States is mostly done, and I have quit my job.

I need to rework my portfolio table. I have cash listed in my portfolio, which probably doesn’t make sense, since anytime I add money to my brokerage account, this will be impacted. So showing gains and losses in the portfolio would be confusing, because the credit and debits to brokerage account would have to be taken into account.

Also, I need a way to take into account the dividends that have been paid.

On my to do list is a net worth table HTML generator, I need to do this for the portfolio as well, and build in functions to calculate my ROI, etc, taking into account the dividends. This is probably going to take quite a bit of time (~20 hours?), but its a worthwhile project, I think.

My cash balance has exceeded $1000, which brings me above my stock purchase threshold, according to my second rule of money.