My Portfolio and Asset Allocation

Although I used to provide my full portfolio on this blog, values and all, I stopped doing it for two simple reasons: privacy and the illusion of a recommendation. First, it felt weird to publish my portfolio value and net worth to the world (not that the world reads this blog!) Second, I got the feeling that by publishing my portfolio a small number of people were considering it as a buy recommendation and were in fact copying it. That was wrong! Although I believe strongly in my investing approach, this blog is a thing of passion which does not qualify me as an expert.[ad#tdg-embedded]

However, I do get A LOT of requests to see what my portfolio looks like so I have decided to publish it using two criteria:

1) I am just going to present the positions I hold and not the values
2) I am presenting it as informational purposes only and not as a recommendation in any way

One thing you will notice is that my portfolio is heavily index fund focused, supplemented by individual dividend growth stocks. I believe the market is efficient however I greatly enjoy the stock selection process and do not want to forgo that. As such I do keep what I believe to be the strongest of individual dividend growth companies in my portfolio.

Another thing to note is that as time moves on and my personal situation change, the portfolio will change. For example, my fixed income will likely increase as I get older. I will endeavor to keep this post up-to-date and will note when it changes. I do hope you find value in this, and most importantly you use it not as a recommendation but as a stepping stone to your own asset allocation research.

As usual, let me know if you have any questions via the comments!

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