This portfolio is updated in real-time via Google Docs. All stocks are kept in a taxable account. The only thing that I now have to manually enter will be the number of shares owned. All other values are automatically updated from Google/Yahoo Finance.
%->Low – this is the % away from the 52-week low. If it’s between 0-10% it’s highlighted green.
%->Cost – this is the % away from my cost basis. Highlighted red if below cost and green if >30%.
Wt. – This is the portfolio weight, calculated as 100/#stocks. Highlighted red <2% & green >5%.
DGR – This is the 5-year CAGR pulled from the CCC sheets (3-year CAGR used for Challengers)
10YOC5 – This is 10-year YOC calculated from the 5-year CAGR (3-Year CAGR used for Challengers)
Currently targeting 50% weighting in top 8 positions. Targeting the following:
Visa (V) – 12%
Altria (MO) – 8%
Berkshire Hathaway (BRK.B) – 5%
Unilever (UL) – 5%
Disney (DIS) – 5%
Diageo (DEO) – 5%
Apple (APPL) – 5%
Johnson & Johnson (JNJ) – 5%