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August Taxable Portfolio Review
Top 5 Positions
  1. $CARR - 8.5%
  2. $VEA - 7.7%
  3. $CMA - 7.7%
  4. $VDE - 7.6%
  5. $VTI - 6.6%
Portfolio Value
July '23 Month End: $17,930.85
August '23 Month End: $17,136.85
Value Difference: -$794
Performance: -4.43%
Portfolio vs S&P
July '23 S&P Month End: $4,588.96
August '23 S&P Month End: $4,507.66
S&P % Difference: -1.77%
% Difference Portfolio vs S&P: -2.66%
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Dividends
August '23: $26.83
August '22: $16.92
% Difference: +58.6%
PADI: $501.07 to $503.32 (+0.4%)

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Contributions
$0​
Transactions
Buys
8/17
$AAPL - 0.0055 shares via dividend reinvestment
Sells
None
Summary & Commentary
Not much activity this month. Lighter dividend month and no contributions with some recent changes to our savings plan.

Would love to hear your thoughts or feedback in the comments.

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