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March 2022 Portfolio Review
March was a very interesting month to end Q1. I didn't have too much activity, but did make some purchases with cash made available from dividends in my Taxable and Stop Loss sales generated capital in my Roth IRA.

Taxable Brokerage
Portfolio Performance (S&P)
  • Monthly Change: +0.80% (+3.58%)
  • YTD/Quarter: -2.46% (-4.82%)
  • Lifetime: +79.34% (+58.96%)

Dividends (YoY change)
  • Monthly: $54.31 (+166%)
  • YTD/Quarter: $105.99 (+38%) 😊
  • Lifetime: $639.89

Sales/Purchases
  • $MCD - 1 share purchased 3/7

Top 5 Holdings (43.5% of Portfolio)
  1. $CMA - 13.5%
  2. $VTI - 12.6%
  3. $VEA - 7.7%
  4. $VWO - 5.2%
  5. $TGT - 4.6%

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Roth IRA
Portfolio Performance (S&P)
  • Monthly Change: -0.42% (+3.58%)
  • YTD/Quarter: -10.98% (-4.82%) 😳
  • Lifetime: +4.37% (+8.83%)

Dividends (YoY change)
  • Monthly: $23.10 (N/A)
  • YTD/Quarter: $36.14 (N/A)
  • Lifetime: $172.16

Sales/Purchases
  • $VEA - 1 share sold as part of Stop Loss 3/7
  • $VWO - 2 shares sold as part of Stop Loss 3/7
  • $KMB - 1 share purchased 3/14

Top 5 Holdings (50.4% of Portfolio)
  1. $VTI - 12.8%
  2. $VNQ - 12.4%
  3. $SBUX - 9.3%
  4. $VIG - 9.1%
  5. $HD - 6.8%

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