The Official 20s Money Portfolio
At 20s Money, my goal is not to prove to you how good of an investor I am. There are better investors out there. My goal is to be transparent about my own investment decisions and help you learn from my successes and mistakes. With that said, it is time to reveal my complete portfolio to you. You can see my positions and the weight of each one in my overall portfolio.
Below you will find my complete portfolio. It will be my goal to update you periodically on my portfolio, detailing my thoughts and actions each time.
|Chesapeake Energy (CHK)||22.72%|
|Philip Morris Int’l (PM)||10.63%|
|Marvel Entertainment (MVL)||9.64%|
|Veolia Environment (VE)||5.00%|
|WisdomTree Dreyfus Chinese Yuan (CYB)||3.58%|
|Claymore S&P Global Water (CGW)||3.47%|
As I have talked about in recent posts, I have recently cut down my positions in Apple (AAPL) and Chesapeake Energy (CHK). Even so, they are still my two largest holdings. Because of these moves, I have over 10% in cash now. I will be patient in waiting for more buying opportunities.
I have also recently created initial positions in Veolia Environment (VE), Marvel Entertainment (MVL), and the Chinese Yuan ETF (CYB). VE and MVL are down since I have bought, but we’ll see where those go and if I add to the positions if they continue to drop.
Ideally, I want Philip Morris (PM) to be a bigger chunk in my portfolio. I am definitely looking for good buying opportunities and honestly, now is probably a good one for PM. I’ll let you know if I pull the trigger.