Exact Portfolio Composition

By chojnowski, April 18, 2016

Hello everyone,

I am very glad to join your community and eventually access Travis’s thought on stocks.

As I was following Stock Gumshoe for a year now and just converted to the Premium subscription, I thought I would find Travis’s portfolio composition but I didn’t manage to see it.

I have spotted an rough composition of his portfolio but nothing really accurate and up to date.

So I was wondering if it is intentional or if it is because nobody asked for it before?

I personally would love to get an insight of how he divides his portfolio between stocks, funds,…

Have a very good day.
Pierre

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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Travis Johnson, Stock Gumshoechojnowski Recent comment authors

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Travis Johnson, Stock Gumshoe
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Didn’t see the question earlier… I don’t share the specifics of portfolio weighting because I don’t wish to give the impression that I recommend a particular portfolio composition. I do share thoughts about my weighting a in commentary, as when I discuss which holdings are in my top ten and have overweight positions, but if that information is useful I can try to sort my portfolio holdings by size rather than alphabetically to convey a similar sense of my portfolio.