Back in February, I initiated a transfer of funds from my Coast Guard Thrift Savings Plan to my own Fidelity IRA Rollover account to manage myself. Finally, after about five weeks of waiting, the funds finally settled last Friday and I was able to contribute the max contribution for 2020. Below I will detail the current breakdown of that portfolio, each stock, one week gains/losses, and percentage that stock represents in the portfolio. Moving forward, I will attempt to do a monthly breakdown and review of gains/losses and recap any moves I made in the account during that time span. Also, I plan on putting in the $6,000 contribution around early June after receiving my Coast Guard Reserve Pay. Here is the current breakdown:

Cost Basis - $649.86

Percentage of Portfolio - 17.1%

Current Gain/Loss - (+) 13.84%

Cost Basis – $13.66

Percentage of Portfolio – 5.6%

Current Gain/Loss – (-)2%

Cost Basis – $22.19

Percentage of Portfolio – 6.4%

Current Gain/Loss – (-) 12.05%

Cost Basis – $59.38

Percentage of Portfolio – 6.5%

Current Gain/Loss – (-) 1.13%

Cost Basis – $120.55

Percentage of Portfolio – 12.95%

Current Gain/Loss – (+) 11.29%

Cost Basis – $138.11

Percentage of Portfolio – 13.34%

Current Gain/Loss – (+) 0.07%

Cost Basis – $185.95

Percentage of Portfolio – 6.5%

Current Gain/Loss – (+) 0.7

Cost Basis – $221.16

Percentage of Portfolio – 5.2%

Current Gain/Loss – (+) 2.37%

Cost Basis – $248.21

Percentage of Portfolio – 6.7%

Current Gain/Loss – (-) 0.01%

Cost Basis – $255.05

Percentage of Portfolio – 12.08%

Current Gain/Loss – (+) 2.23%

Cost Basis – $264.84

Percentage of Portfolio – 7.3%

Current Gain/Loss – (+) 1.9%

I will most likely be looking to add a Semiconductor as my next position in my portfolio - either $NVDA or $AMD !

I would love to hear your thoughts on any of the stocks above!