This past weekend I completed my quarterly "routine maintenance" on my portfolios. I do a few things just to make sure my portfolio is still directed towards my goals:

Below is a summary of my two accounts and the changes I made:

Goal - Build an account that can help pay for shorter term goals (down payments, vacations, etc) and also fund a potential early retirement. Reinvest dividends of market beaters.

Conviction Changes:

$COIN - High to Medium

$HAS - Medium to Low

$MCD - Medium to High

$PFE - Medium to High

$UL - Low to Medium

Dividend Reinvestment Changes:

$KO - No to Yes

$MCD - No to Yes

$O - No to Yes

$PEP - No to Yes

$PFE - No to Yes

Sales:

None

Goal - Build a balanced, sustainable, dividend producing portfolio for retirement income. Reinvest dividends of underweight holdings.

Conviction Changes:

$SBUX - Medium to High

Dividend Reinvestment Changes:

None

Sales:

$VEA - 2 shares (25%). Following my goal of trimming this overweight position quarterly by 25% until I hit my target weight.

$VWO - 2 shares (25%). Following my goal of trimming this overweight position quarterly by 25% until I hit my target weight.

I am excited to see the changes in my Taxable account with the updates to my dividend reinvestments. This also makes me feel good that I have a decent chunk of my portfolio currently out performing the market.

As always, I'm interested to hear any of your thoughts in the comments!