Le preguntan sobre una cartera que gestiona para alguien que empezó hace poco, con unos 20k de valor.
"That portfolio is actually up to $30K and holds 14 positions.
AAPL … D … DG … HD … JNJ … KO … MCD … MSFT … NEE … O … PG … SBUX … V … VZ.
They all are currently on dividend reinvestment and I don’t plan on adding any new companies in the near future.
I am not operating on the full position concept with this portfolio. Whatever growth comes, it will be allowed to grow as high as it wants to. The largest position is DG at $3,706 and the smallest position is XOM at $642. It doesn’t make sense to me to trim DG to add to something else at this time, especially when DG is still performing well.
This young woman can’t invest much, she does participate in her 401K (cuenta libre de impuestos en USA), this account is funded by part of her tax refund every year."