My portfolio, last updated September 18, 2017
The chart below only lists the value gains (or losses) on the stocks I own, the total return is higher due to dividends received. A previous version of the chart tracked market value, value gain and weight on a per stock basis but I decided to simplify the chart to make it faster to update. Everything has to be updated manually so it’s very time consuming. At a later point I may add a fully-automated version of the chart, but this is pretty low on my priority list.
I’ve nicknamed my portfolio the DaC fund. It’s very much a work in progress, but over time my portfolio should start resembling an index ETF. The main difference is I can pick each constituent by hand, I focus more on dividends and can micro-manage the portfolio as much as I want — which I enjoy a lot.
|Bristol Myers Squibb||BMY||23||1042.84|
|Novo Nordisk||NOVO-B / NVO||149||5523.76|
|Royal Dutch Shell B||RDSB||234||6494.11|
|Van de Velde||VAN||38||1755.86|
|Warehouses De Pauw||WDP||49||3244.92|