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!