My 26-Stock Portfolio Gets A Nice Petrobras Present To End A Very Difficult 2022

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It is my firm belief that 80% of money managers can’t outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should

Year Welsh Portfolio S&P 500
2014 $77,053
2015 $81,233 -0.81%
2016 $91,494 9.64%
2017 $142,363 19.38%
2018 $162,607 -6.29%
2019 $230,093 29.01%
2020 $316,104 16.28%
2021 $402,037 27.04%
2022 $349,496 -19.48%

Contributions

HSA

IRAs

401(K)

Jan 2022

$0

$0

$0

Feb 2022

$0

$0

$500

Mar 2022

$0

$0

$3,760.44

Apr 2022

$0

$0

$500

May 2022

$10,000

$0

$2,000

Jun 2022

$0

$0

$5,205.53

Jul 2022

$0

$0

$500

Aug 2022

$0

$0

$2627.77

Sept 2022

$0

$0

$4,000

Oct 2022

$0

$0

$2,300

Nov 2022

$0

$0

$500

Dec 2022

$0

$0

$6,515.12

YTD CONTRIBUTIONS

$10,000

$0

$27,908.86

Fund

SPY

Welsh

Welsh Minus Contributions

% Gain Jan 2022

-5.32%

-8.12%

-8.12%

% Gain Feb 2022

-3.62%

-0.88%

-10.15%

% Gain Mar 2022

3.59%

3.3%

2.3%

% Gain Apr 2022

-9.03%

-6.2%

-6.4%

% Gain May 2022

0.24%

1.3%

-2.09%

% Gain Jun 2022

-9.02%

-6.21%

-7.66%

% Gain Jul 2022

9.91%

13.66%

13.51%

% Gain Aug 2022

-3.79%

-5.32%

-6.01%

% Gain Sept 2022

-9.9%

-7.8%

-8.9%

% Gain Oct 2022

8.12%

5.96%

5.3%

% Gain Nov 2022

5.95%

-0.01%

-0.02%

% Gain Dec 2022

-6.12%

-1.16%

-3%

YTD GAINS

-19.48%

-13.07%

-22.5%

Welsh Portfolio

Stocks

Index/Mutual Funds

Bonds

Domestic

International

Jan 2022

73%

27%

2.6%

82%

18%

Feb 2022

74%

26%

2.6%

93%

7%

Mar 2022

74%

26%

2.4%

94%

6%

Apr 2022

75%

25%

2.5%

96%

4%

May 2022

73%

27%

2.5%

62%

38%

Jun 2022

73%

27%

2.6%

77%

23%

Jul 2022

75%

25%

2.3%

71%

28%

Aug 2022

74%

26%

2.4%

70%

30%

Sept 2022

75%

25%

2.5%

71%

29%

Oct 2022

75%

25%

2.3%

72%

28%

Nov 2022

74%

26%

2.4%

74%

26%

Dec 2022

74%

26%

2.5%

77%

23%

Stock

$40K

$400K

$4M

QCOM

$700

$7,000

$70,000

DELL

$230

$2,300

$23,000

VMW

$290

$2,900

$29,000

AMD

$2,590

$25,900

$259,000

% Portfolio

14.8%

Stock

$40K

$400K

$4M

ARWR

$2,830

$28,300

$283,000

MDT

$310

$3,100

$31,000

PFE

$420

$4,200

$42,000

LLY

$360

$3,600

$36,000

% Portfolio

15%

Stock

$40K

$400K

$4M

DIS

$950

$9,500

$95,000

GOOGL

$520

$5,200

$52,000

META

$1,800

$18,000

$180,000

% Portfolio

12.7%

Stock

$40K

$400K

$4M

GBTC

$2,320

$23,200

$232,000

HSBC

$240

$2,400

$24,000

% Portfolio

9.9%

Stock

$40K

$400K

$4M

TSCO

$680

$6,800

$68,000

TSLA

$730

$7,300

$73,000

AMZN

$750

$7,500

$75,000

% Portfolio

8.4%

Stock

$40K

$400K

$4M

PG

$590

$5,900

$59,000

PEP

$590

$5,900

$59,000

% Portfolio

4.6%

Stock

$40K

$400K

$4M

J

$1,080

$10,800

$108,000

SPCE

$130

$1,300

$13,000

% Portfolio

4.7%

Stock $40K $400k $4M
CLF $400 $4,000 $40,000
% Portfolio 1.6%

Stock

$40K

$400K

$4M

HAL

$630

$6,300

$63,000

PBR

$5,320

$53,200

$532,000

BOIL

$350

$3,500

$35,000

% Portfolio

24.4%

Date Shares owned before Ex-Date Dividend
Jun 27, 2022 6,450 $4,451.19
July 27, 2022 6,450 $4386.24
Sept 8, 2022 5,000 $6,337.89
Sept 27, 2022 5,000 $6,472.02
Dec 28, 2022 5,000 $3,024.40
Jan 26, 2023 5,000 $3239ish

Stock

$40K

$400K

$4M

DUK $250 $2,500 $25,000

% Portfolio

1%

Stock

$40K

$400K

$4M

AMT

$670

$6,700

$67,000

% Portfolio

2.6%

Stock

Sector

% Portfolio

Petrobras

Energy

15.2%

Arrowhead

Healthcare

8.0%

Advanced Micro Devices

Financial

7.4%

Bitcoin

Healthcare

6.6%

Facebook

Cons Serv

5.2%

Jacobs Solutions

Industrials

3.1%

Disney

Com Serv

2.7%

Amazon

Con Disc

2.0%

Tesla

Con Disc

2.0%

QUALCOMM

Info Tech

2.0%

Total % of Portfolio

~54.2%

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