Portfolio Update: January 2018

January is behind us, time to check in on my portfolio.

Last month I did not make any new purchases. In fact, I sold half of my position (15 shares) in Caterpillar (CAT).

This earnings season has provided some wild stock gyrations and I hope to be able to grab some new stocks in February.

Volatility is up again, and several stocks on my watch list are approaching ‘buy territory’ again. For instance the Utilities Sector - a sector I am under invested in - is showing some attractive stocks at the moment.

Sticking to the past month - how did my portfolio progress in January?

For reasons of comparison: a year ago, at the end of January 2017my portfolio consisted of 38 positions with a total value of $66,454.  

At the end of January 2018 my portfolio consisted of 49 positions with a total market value of $119,545, a Year-on-Year (YoY) increase of 80%.

My YoY increase is shown in the graph below.

How was your January? Did you add new positions to your portfolio? Leave a comment/reply to share your thoughts!

Author: Tall Investing


14 thoughts on “Portfolio Update: January 2018”

    1. It’s a tough call, and I have been debating it for Abbvie (ABBV) and Rockwell Automation (ROK) as well. The deciding factor in the case of Caterpillar was the combination of an all time high, stretched P/E ratio and lackluster dividend growth.

  1. Nice jump in portfolio value mate! I sold some of my gains in December. This was to compensate for certain losses I had earlier. But, I will probably hold on to my ETFs for now. In 1-Year S&P 500 has gone up by 23%. Your increase is phenomenal.

    1. Thanks Dividengeek. Volatility is definitely back this week, so selling in December looks pretty in hindsight. But as a Dividend Growth Investor I am not too concerned. I see a lot of great buying opportunities though!

  2. Always like looking at your dividend and portfolio updates. You are able to funnel so much new capital into them you get huge consistent growth. Who doesn’t like seeing big growth numbers? Keep it going!

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