[Charts] Updated Stock Portfolio Performance

I recently updated my stock portfolio’s page that gives an update on it’s performance. Call it an update of an update.

This is my personal stock portfolio that I dubbed The Western Sage Equity Fund.

No totals or number of shares, for obvious reasons, but at least you can get an idea of the percentages and which stocks I currently am holding.

Note: I recently sold all shares of Exxon Mobil’s stock in the portfolio (XOM).

I’m trying to hold on to these stocks for as long as I can. At least 1 year and 1 day.

These days, the IRS “dings” you for buying and selling stocks within a year’s time… up to 35%.

I really don’t know how the day traders and the swing traders do it, because that would be a lot of paperwork and transactions to account for come tax time!



Carlos Rull

Carlos Rull is a musician living in the San Diego area. His interests include Yoga, Eastern Philosophy, Zen Buddhism, and Gardening. He plays drums, piano, and composes New Age & Ambient music, and his albums are available on iTunes and Amazon.com.

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