Financial Safety


For awhile now, I have been thinking about it means to make it “safely home.” Of course, there are many aspects to that journey – spiritual, relational, financial. But what I would like to spend some time exploring “out loud” here, if you will, is what it means succeed financially, to plan ahead for a future that is perhaps unknown, and a retirement that could extend for many years.

For a long time, I have self-managed the assets of my personal 401K. That means that I am engaged on a nearly daily basis with the stock market and other commodity markets in an effort to build a portfolio that will fund a vibrant life beyond our retirement. Here, then, what I want to do is share some of my thoughts about how I trade, what I trade, what my goals are, and build accountability for how I am doing. The goals is to get better at what I do, and to share with others as I learn. Some things I look forward to thinking about:

  • What are my investing and trading goals? Are they different things?
  • What does my portfolio look like? What do I buy and why? What do I sell, and why?
  • Companies that I think might be promising investments.
  • Personal thoughts about the state of the economy as they relate to financial planning.
  • More

So, to get started, here are the current holdings in my portfolio. More to follow on each of these in the coming days:

  1. Ambarella (AMBA)
  2. Aetna (AET)
  3. CVS Health (CVS)
  4. 3D Systems (DDD)
  5. Walt Disney (DIS)
  6. Davita Healthcare (DVA)
  7. Facebook (FB)
  8. FedEx (FDX)
  9. Gold (GLD)
  10. Jarden Corp (JAH)
  11. Juno Therapeutics (JUNO)
  12. Kinder Morgan (KMI)
  13. Lowe’s (LOW)
  14. Southwest Airlines (LUV)
  15. Pilgrim’s Pride (PPC)
  16. Qorvo (QRVO)
  17. Sherwin-Williams (SHW)
  18. Silver (SLV)
  19. TASER International (TASR)
  20. Teva Pharmaceutical (TEVA)
  21. TJX Companies (TJX)

Happy trading!



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