This year’s first quarter has come to a close. Consequently, another set of quarterly financial results is due. We’ll take a glance at our portfolio, how it’s been doing, and whatever we have in store for the future in this piece. If you haven’t already, please have a look at my prior quarterly update, which you can find right here.
Before we get to it, though, a quick blog post. It is my sincere apologies for the inconsistency in my posting schedule. Recently, I’ve been swamped with work and Little Random Guy’s needs. A bit of a lull in the chaos has allowed me to return to a more regular publishing schedule. For the website, I’ve also been experimenting with various design options. I’ve been looking for a while, but I think I’ve finally found something that I like. However, please be patient while I iron out a few problems.
Here is the 2017 First Quarterly Update, so let’s get started.
The following is a sample of our work.
We invest mostly in passively managed funds and ETFs, with a targeted index funds of 75% stocks and 25% fixed income, as I outlined in the prior update. The following is a breakdown of our various investment holdings:
HSA Bank/TD Ameritrade Random Gal Schwab 401(k), Vanguard Roth IRA, and combined taxable account
The Fidelity 401 (k)
Vanguard a Roth IRA and a combined taxable entity
Schwab’s tax-deferred investment account
In total, we have seven accounts with 3 different financial institutions. My preference is for less accounts, however 3 of them are linked to our work. Except for Vanguard and Schwab, we have no other investments at this time.
We invest in a mix of domestic & global securities, as well as small- and mid-cap value companies and REIT. Individual stocks from my wife’s former Schwab taxable account were also included, which I’ll discuss later.