Composición actual de la cartera de su hijo.
I am going to list the companies by position size and show the total return percentages.
Update as of 10/07/2020
A full position is $6,000.
TAXABLE ACCOUNT: (Portfolio value and return)
LMT … $8,217 … up 236.18%
DG … $9,104 … up 164.95%
ADP … $6,853 … up 160.29%
MCD … $9,709 … up 152.53%
TGT … $8,395 … up 142.76%
MA … $6,208 … up 137.76%
ABT … $6,658 … up 120.64%
JNJ … $7,310 … up 116.86%
DE … $6,166 … up 109.74%
NKE … $6,933 … up 103.98%
SYY … $6,838 … up 87.03%
V … $5,089 … up 86.42%
PEP … $5,870 … up 83.59%
HD … $6,612 … up 80.19%
CL … $4,886 … up 71.26%
NEE … $6,628 … up 69.91%
KMB … $6,145 … up 69.74%
NSC … $5,376 … up 69.58%
KO … $7,053 … up 68.47%
GIS … $5,590 … up 59.73%
SBUX … $4,951 … up 55.86%
SWK … $5,172 … up 41.73%
SO … $6.525 … up 39.24%
UL … $5,313 … up 27.55%
AAPL … $1,844 … up 26.52%
GPC … $4,723 … up 14.97%
PTY … $1,875 … up 5.08%
MSFT … $1,467 … up 3.16%
MMM … $4,287 … dn 1.91%
CVX … $2,710 … dn 20.73%
The yield on this account is 2.32%
AAPL, MSFT and PTY are newer purchases.
ROTH IRA:
LOW … $4,849 … up 127.23%
COST … $4,694 … up 109.88%
MKC … $6.608 … up 96.42%
PG … $6,317 … up 95.34%
UNP … $4,262 … up 86.95%
CAT … $2,894 … up 59.85%
FAST … $3,947 … up 42.99%
AWK … $2,953 … up 42.79%
VZ … $5,822 … up 40.63%
D … $5,670 … up 37.88%
HRL … $2,975 … up 36.84%
BF.B … $2,246 … up 36.19%
BDX … $3,453 … up 32.95%
DEO … $1,707 … up 32.08%
CTAS … $1,679 … up 31.19%
ACN … $3,141 … up 30.40%
VFC … $3,225 … up 28.59%
O … $5,474 … up 28.16%
SYK … $1,964 … up 16.14%
DUK … $5,164 … up 7.68%
WM … $1,854 … up 6.22%
WELL … $3,354 … dn 4.49%
T … $5,145 … dn 14.30%
KMI … $2,435 … dn 50.37%
XOM … $1,994 … dn 56.99%
The yield on this account is 3.07%
Dividend cuts: WELL and D (held). … Dividend suspensions: CBRL and KTB, both of which have been sold.