We started to see some rebounding in July as we moved into the second half of 2022!

Below is a review of my two portfolios through the end of July:

Not much to note in my Overall Top 10. This is the combination of both my Taxable and Roth IRA. Only notable change was $VWO decreasing from 5% to 4%, as I will note below.

% Change (vs S&P): +5.25% (-3.86%)

Contributions: $0

Dividends: $30.58 (-38% over June '21)

Buys: 1 share of $ABBV at $151.84 on 7/5

Dividend Reinvestments: 0.0027 shares of $BAM

Sells: None

Cash: 1.08%

Top 5 Positions:

Historic Trend:

% Change (vs S&P): +7.45% (-1.66%)

Contributions: $0

Dividends: $9.55 (+195% over June '21)

Buys: 1 share of $HSY at $219.73 on 7/11/22

Dividend Reinvestments: 0.0256 shares of $KMB, 0.0176 shares of $EMB

Sells: 2 shares of $VEA at $39.66 and 2 shares of $VWO at $40.59 on 7/5/22 as part of quarterly portfolio rebalance

Cash: 1.15%

Top 5 Positions:

Historic Trend:

I realized that I had a broken calculation in my trending calculations and was adding current month performance to the end value of ~6 months ago. This has been corrected and trend charts are now accurate.

Thanks for following along and I would love to hear any of your thoughts and questions in the comments!