My Investing Portfolio Journey
- Jefney Ongeri
- Jun 1, 2024
- 1 min read
Updated: Jun 3, 2024
Investing isn't just a financial choice; it's a personal journey filled with highs and lows, risks, and rewards.
As an investor, I've always understood the importance of diversification in my portfolio. My approach to investing has been guided by continuous research and adapting to market trends and most importantly risk management. Through market volatility and economic shifts, steadfastness and strategic planning have been my guiding principles.
Profit/loss data was gathered on June 1, 2024
*The following portfolios have different conception dates, but they all are at least a year old. *
Disclaimer: Not Financial Advice.
Roth IRA - ETF Based
Name | Ticker Symbol | % of Portfolio | Profit/Loss % |
SPDR PORTFOLIO S&P 500 ETF | $SPLG | 20% | +18% |
SEMICONDUCTR ETF | $SMH | 15% | +38% |
ISHARES S&P 100 ETF | $OEF | 15% | +13% |
SOFI SELCT 500 | $SFY | 10% | +9% |
S&P500 EQL WGT | $RSP | 15% | +17% |
Cash | N/a | 25% | +5% |
Rollover IRA - 401(k)
Name | Ticker Symbol | % of Portfolio | Profit/Loss % |
GLOBAL X NASDAQ 100 COVER | $QYLD | 50% | +22% |
J P MORGAN EQUITY PREMIUM | $JEPI | 23% | +13% |
J P MORGAN NASDAQ EQT PREM | $JEPQ | 23% | +36% |
KRANESHARES CN | $KLIP | 4% | -1% |
Roth IRA - Stock Slice Schwab Account
Name | Ticker Symbol | % of Portfolio | Profit/Loss % |
APPLE | $AAPL | 10% | +37% |
COLGATE | $CL | 10% | +17% |
ENPHASE ENERGY | $ENPH | 10% | +4% |
ALPHABET INC CLASS C | $GOOG | 10% | +56% |
HOME DEPOT | $HD | 10% | +6% |
NVIDIA | $NVDA | 10% | +28% |
O'REILLY | $ORLY | 10% | +24% |
PALO ALTO NETWORKS | $PANW | 10% | +1.6% |
VISA | $V | 10% | +19% |
WASTE MANAGEMENT | $WM | 10% | +25% |
Cash | N/a | 0% | 0% |
Brokerage Account - Fundamental Analysis Based
Name | Ticker Symbol | Profit/Loss % |
MEDPACE HOLDINGS | $MEDP | +72% |
ARCH CAPTIAL | $ACGL | +44% |
QUANTA SERVICES | $PWR | +50% |
MONOLITHIC POWER SYSTEM | $MPWR | +48% |
AXON ENTERPRISE | $AXON | +41% |
VERTEX PHARMACETICALS | $VRTX | +38% |
MOTOROLA | $MSI | +30% |
CADENCE DESIGN | $CDNS | +25% |
RESMED | $RMD | -3.4% |
INTER PARFUMS | $IPAR | -11.42% |
This recent bull market has been kind to me, and I'm proud that my methodology of picking individual stocks based on fundamentals is showing success. There will be an article on my method on the process once I remember what I did a year ago, whoops!
Remember, it's never too late to get started! Happy investing!
Great work!
Well done