I was inspired by @stonkmetal's recent post about his portfolio change since inception.

I ran a similar comparison with my Taxable Brokerage. This comparison is from my June 2020 brokerage statement compared to holdings as of 4/11/22.

June 2020 Top Holdings:

Total Holdings: 18

Between 2020 and today, the primary change is that I rolled my Taxable Brokerage that I had from Wealthfront into this account. This is where the large exposure to ETFs came into play. I estimate that 10-15 current positions are from the Welathfront transfer.

Today Top 3 Holdings:

Total Holdings: 46

I have talked a lot about over-diversification in my investments. This account is where that majority of that took place, as you can see. One positive is that I am still holding every single company that I held in 2020. +1 for buy and hold!

My Roth IRA, which I started later, is much more concentrated than this portfolio. I learned from my mistakes.