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February 2022 - Taxable Portfolio Review
February continued much of the uncertainty and volatility that we saw in January.

February was a much quieter and less active month for me. However, I still received some dividends to continue growing positions and increasing capital.

Some Portfolio Highlights:

Performance (Month): -2.01% (S&P -3.13%)
Performance (All-Time): +78.55% (S&P +55.39%)
Contributions: $0
Dividends: $13.36 (+61% vs February 2021)
Purchases: 0.0051 $AAPL (Dividend Reinvestment), 0.0193 $CARR (Dividend Reinvestment)
Sales: N/A

Top 5 Holdings:

  1. $CMA 14.53% (+0.75% vs January 2022)
  2. $VTI 12.38% (-0.02% vs January 2022)
  3. $VEA 7.73% (-0.02% vs January 2022)
  4. $VWO 5.33% (-0.08% vs January 2022)
  5. $TGT 4.46% (-0.34% vs January 2022)

Overall Holdings (Taxable and Roth):

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