The Investment Portfolio

The Core-Satellite Portfolio (June 30, 2019)

Below is an overview of my entire investment portfolio. This includes both the passive core and active satellite portfolios, as well as my cash position. I have also provided an chart of my overall asset allocation. My intentions are to update this on a quarterly basis.

 Tier 1 (Cash)% of Portfolio  
 Money Market Fund10.99% 
    
 Active Equity Satellite% of Portfolio % of Equity Satellite
1WPC2.27%7.03%
2AAPL2.23%6.89%
3CLX2.20%6.81%
4DEO2.19%6.76%
5BAC2.18%6.74%
6JNJ2.12%6.57%
7BBL2.06%6.36%
8KTB1.84%5.68%
9SJM1.80%5.58%
10CVS1.72%5.33%
11ORI1.59%4.91%
12SBUX1.47%4.55%
13CSCO1.42%4.40%
14SU1.37%4.25%
15UNP1.34%4.16%
16SVIN1.09%3.37%
17TLRD1.02%3.16%
18CAH0.90%2.79%
19KR0.85%2.62%
20BNS0.66%2.05%
 Total Satellite32.34%100%
    
 Passive Core Positions% of Portfolio  
 Total Core56.68% 
    
 Total Portfolio Value100.00%