Portfolio

Below you will find my portfolio. I call it the 'Money Tree', because it keeps on growing and producing evermore fruit for me in the form of dividends.

The portfolio is still relatively small, but keep in mind that I'm only in my mid 20's and only started investing at the start of 2016 just after I got my first job.

Some of the stocks are listed in euros or pounds. To make it easy for you, I calculated these back to dollars using the closing exchange rate of 16 September 2018: €1 = $1.16231 and £1 = $1.30750.

Last updated: 16 September 2018

Stock Ticker Number of Shares Market Value
Ahold Delhaize AD 200 $4,533.86
Royal Dutch Shell -A- RD 70 $2,256.58
Unilever UN 50 $2,806.92
British American Tobacco BATS 100 $4,784.38
3M MMM 10 $2,078.80
Altria MO 20 $1,241.40
American Express AXP 15 $1,643.40
AT&T T 59 $1,982.40
Boeing BA 10 $3,598.00
Cisco Systems CSCO 90 $4,266.00
Coca Cola Company KO 40 $1,839.60
CVS Health CVS 30 $2,307.30
Ford Motor Co. F 160 $1,512.00
IBM IBM 10 $1,483.30
Johnson & Johnson JNJ 15 $2,092.35
Lockheed Martin LMT 6 $2,014.80
Medtronic MDT 23 $2,231.23
Microsoft MSFT 30 $3,401.10
NextEra Energy NEE 10 $1,736.50
PepsiCo PEP 20 $2,291.40
Pfizer PFE 50 $2,148.00
Philip Morris PM 15 $1,189.95
Qualcomm QCOM 30 $2,252.70
Realty Income O 25 $1,441.50
Starbucks SBUX 42 $2,299.50
Walt Disney DIS 20 $2,185.20
Williams Sonoma WSM 50 $3,394.50
Total: $65,009.51