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Year-End Portfolio Review: 9 Stocks, 6% Above The S&P, And 3 Resolutions

Year-End Portfolio Review: 9 Stocks, 6% Above The S&P, And 3 Resolutions


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This year, I grew increasingly unsatisfied with the market cap weighting of the S&P index fund (SPY), which is focused heavily on the Magnificent 7, and since I am more experienced at picking stocks than at selecting mutual funds, I decided

TickerNicknameWeightReturnS&Pvs. S&Pw. divs
MRNAModerna8.3%-11.0%7.1%-18.1%-19.6%
VFCV.F. Corporation8.2%6.7%11.2%-4.6%-3.8%
DISWalt Disney8.2%5.6%7.1%-1.5%-2.3%
PEAKHealthpeak Properties8.2%7.6%11.2%-3.6%1.4%
ABGAsbury Automotive11.1%7.5%5.5%2.1%0.6%
NICENICE9.1%16.2%10.0%6.2%4.7%
RTXRTX Corporation8.9%18.0%11.2%6.8%8.6%
MAMAMama’s Creations13.9%25.9%4.3%21.6%20.1%
USBU.S. Bancorp9.8%34.0%11.2%22.8%27.1%

TickerNicknamesince soldReturnS&Pvs. S&Pw. divs
BBWIBath & Body Works47.0%-11.5%4.1%-15.6%-15.6%
GTBIFGreen Thumb Industries7.2%-5.6%11.2%-12.1%-12.1%
BTIBritish American Tobacco-8.7%-0.3%4.1%-0.3%-0.3%

TickerNicknameWeightReturnS&Pvs. S&Pw. divs
RTXRTX Corporation8.9%18.0%11.2%6.8%8.6%
MAMAMama’s Creations13.9%25.9%4.3%21.6%20.1%
USBU.S. Bancorp9.8%34.0%11.2%22.8%27.1%

TickerNicknameWeightReturnS&Pvs. S&Pw. divs
MRNAModerna8.3%-11.0%7.1%-18.1%-19.6%
VFCV.F. Corporation8.2%6.7%11.2%-4.6%-3.8%
DISWalt Disney8.2%5.6%7.1%-1.5%-2.3%
PEAKHealthpeak Properties8.2%7.6%11.2%-3.6%1.4%
ABGAsbury Automotive11.1%7.5%5.5%2.1%0.6%
NICENICE9.1%16.2%10.0%6.2%4.7%



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