Stock Portfolios V2

Resurrection!

After a few years of maintenance and not being able to study a lot, I'm back into it.

Portfolios:
My rollover IRA
WFC WMT BDX HCP O T V GIS WSM VZ APD

My Roth
JNJ MMM PG OHI KO

Wife Roth
TGT MO

Wife rollover IRA
PEP LMT

I'm about to take a new role, and will have a good amount to invest in my rollover and roth, so I'll be buying HON, AAPL, MSFT in my traditional, and CAH, KMB in my roth, as well as adding more shares to almost every other investment, except WFC and APD. With a stock exchange from my ESPP I'll be adding CLX to my wife's Roth too.

In addition, I've updated core holdings that I want as my base to T, V, GIS, JNJ, PG, KO, MMM, CLX, MO and when I buy them soon, AAPL, MSFT and KMB will be core holdings.
 
Sold WFC. Half went to WSM, other half went to GIS. Put $2k into my Roth, half to MMM, half to OHI. Put $1k in my wife's Roth into TGT.

Stats:
Average Yield 3.35%
Weighted Avg Div Growth 6.95%
Roth Yield 3.53%
Trad Yield 3.26%
Beta 0.72

Pretty nice, I think.

I have these on my mind:
HON
MSFT
AAPL
SO
CAH
KMB
CLX
 
i'm heavy on tech..

qqq
apple
tesla
google
netflix
amazon

baba is also doing really well.. they should dominate china for a long time...

probably should get some nvdia
 
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