Not a lot of action in May. We have been focusing on using our extra money to pay down some credit cards to increase future cash flow, so I didn't have any new capital to work with. In the life of a buy and hold investor, that makes for a pretty boring month. No buys, other than automatic dividend reinvestments, and no sells. Nonetheless, May provided an "organic" observation of my portfolio 😂

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Below is my overall portfolio, with both accounts. I will break down where some of these positions are held in the discussions on each portfolio.

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Taxable

% Change (vs S&P): -0.29% (+0.27%)

Contributions: $0

Dividends: $14.11 (+18% over May '21)

Buys: 0.0065 shares of $AAPL, 0.0096 shares of $ABBV, 0.0245 shares of $CARR (all Dividend Reinvestment)

Sells: None

Cash: 1.9%

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Top 5 Positions:

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Historic Trend:

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Roth IRA

% Change (vs S&P): -1.36% (-0.80%)

Contributions: $0

Dividends: $10.02 (+1,001% over May '21)

Buys: 0.0040 shares of $LOW, 0.0166 shares of $EMB, 0.0488 shares of $CARR, 0.059 shares of $SBUX (all Dividend Reinvestment)

Sells: None

Cash: 1.5%

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Top 5 Positions:

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Historic Trend:

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One bit of commentary - I am happy to see 2 of the Top 5 in each account are individual companies. I have been working to balance the ETF portfolios I had built through Wealthfront and rolled over.

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Looking forward to June - it is a large dividend month with the Vanguard ETFs paying out. Should provide some more opportunities to buy!

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Would love to hear any of your questions, comments or concerns with my portfolio!