These holdings are split between two Merrill Edge accounts - a Taxable Brokerage for shorter term goals/possible early retirement and a Roth IRA built for dividend income in retirement.
I am 29 years old and a chemical engineer. These accounts have been built more or less over the last 6 years (minus the
$CMA position). I contribute as I can, and utilize my Scorecard to indicate where to deploy new capital. As I
mentioned yesterday, the ETFs are from Wealthfront accounts I rolled over into my self-directed accounts. I am not big on selling and the only positions on this list I have "trimmed" are
$CMA,
$VEA and
$VWO.
Breakdown of where these holdings are residing:
Both Accounts:
Taxable:
Roth:
What are your thoughts?
Any questions/suggestions/advice?