2026 February ($72,400)
I’ve deposited $50,000! $1k/mo since 2022, trying to pick stocks to hold to retirement. I’m going to stop depositing now, and see how long I can afford to hold.
You might hear from me yearly.
| Fund | 1-month | 3-month | 1 Year | 3 Year |
|---|---|---|---|---|
| My Fund | -1.8% | 1.6% | 20.4% | 69.3% |
| S&P 500 | -0.8% | 0.7% | 17% | 80.7% |
| Dow Jones | -0.6% | 1.0% | 16.9% | 76.7% |
I lost this month because IBM -25%, AMD -19%, Amazon -14%, Tencent -15%, Alibaba -15%, Capital One -13%, American Express -13%, PayPal -13%, Google -11%, Wells Fargo -11%, Meta -7%, Mastercard -6%.
Bought
Next month I’ll only have dividends to spend.
| # | %pos> | thismo | shrs | cost | value | %price | tkr | div-f | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1% | $67 | 20 | $ 2,946 | $ 6,127 | 108% | GOOG | 0.8% | ALPHABET IN | 8.5% | multi | USA | tech |
| 3 | 2% | $104 | 20 | $ 3,870 | $ 5,294 | 37% | AAPL | 0.9% | APPLE INC | 7.3% | multi | USA | tech |
| 5 | 1% | $48 | 17 | $ 3,069 | $ 3,543 | 15% | AMZN | 0.0% | AMAZON.COM | 4.9% | multi | USA | tech |
| 10 | 3% | $28 | 0.67 | $ 551 | $ 954 | 73% | ASML | 0.7% | ASML HOLDIN | 1.3% | tech | Europe | sc’s |
| 15 | 2% | $16 | 2.3 | $ 659 | $ 737 | 12% | V | 1.1% | VISA INC | 1.0% | finance | USA | credit |
| 18 | 2% | $16 | 1.35 | $ 651 | $ 703 | 8% | MA | 0.9% | MASTERCARD | 1.0% | finance | USA | credit |
| 26 | 16% | $69 | 2 | $ 243 | $ 487 | 52% | TM | 4.0% | TOYOTA MOTO | 0.7% | industry | Asia | cars |
| 29 | 4% | $18 | 1.4 | $ 351 | $ 430 | 23% | AXP | 1.5% | AMERICAN EX | 0.6% | finance | USA | credit |
| 39 | 10% | $31 | 1 | $ 231 | $ 352 | 53% | ADI | 1.7% | ANALOG DEVI | 0.5% | tech | USA | sc’s |
| 43 | 10% | $31 | 2 | $ 316 | $ 335 | 6% | PEP | 3.6% | PEPSICO INC | 0.5% | retail | USA | food |
| 44 | 6% | $19 | 0.32 | $ 269 | $ 321 | 19% | COST | 0.6% | COSTCO WHOL | 0.4% | retail | USA | store |
| 45 | 12% | $34 | 0.8 | $ 243 | $ 309 | 27% | AMGN | 2.5% | AMGEN INC | 0.4% | health | USA | pharm |
| 46 | 21% | $51 | 2 | $ 316 | $ 299 | -5% | ORCL | 1.4% | ORACLE CORP | 0.4% | tech | USA | cloud |
| 49 | 6% | $15 | 0.8 | $ 184 | $ 277 | 51% | GE | 0.5% | GE AEROSPA | 0.4% | industry | USA | aero |
| 50 | 6% | $16 | 0.43 | $ 183 | $ 271 | 48% | DE | 1.8% | DEERE & CO | 0.4% | industry | USA | farm |
| 52 | 6% | $15 | 1.6 | $ 247 | $ 262 | 6% | PG | 3.1% | PROCTER AND | 0.4% | retail | USA | health |
| 53 | 7% | $16 | 0.7 | $ 145 | $ 261 | 80% | AMAT | 0.4% | APPLIED MA | 0.4% | tech | USA | sc’s |
| 54 | 6% | $16 | 0.75 | $ 212 | $ 257 | 21% | CB | 1.2% | CHUBB LIMI | 0.4% | finance | USA | insure |
| 57 | 14% | $30 | 2 | $ 221 | $ 247 | 12% | BIDU | 0.0% | BAIDU INC S | 0.3% | tech | China | search |
| 58 | 5% | $11 | 0.75 | $ 198 | $ 245 | 24% | CEG | 0.5% | CONSTELLAT | 0.3% | energy | USA | nuclear |
| 62 | 11% | $23 | 1 | $ 197 | $ 234 | 19% | ABBV | 2.1% | ABBVIE INC | 0.3% | health | USA | pharm |
| 63 | 10% | $21 | 0.23 | $ 199 | $ 234 | 18% | LLY | 0.4% | ELI LILLY & | 0.3% | health | USA | pharm |
| 64 | 7% | $15 | 1.4 | $ 166 | $ 234 | 41% | NVS | 1.0% | NOVARTIS A | 0.3% | health | Europe | biotech |
| 70 | 8% | $17 | 0.45 | $ 244 | $ 229 | -6% | TMO | 0.3% | THERMO FISH | 0.3% | health | USA | tech |
| 75 | 6% | $12 | 0.8 | $ 191 | $ 214 | 12% | UNP | 2.3% | UNION PAC C | 0.3% | industry | USA | rail |
| 81 | 17% | $31 | 2 | $ 229 | $ 206 | -10% | PDD | 0.0% | PDD HOLDING | 0.3% | retail | China | tech |
| 87 | 7% | $13 | 0.75 | $ 185 | $ 193 | 4% | LOW | 2.0% | LOWES COMPA | 0.3% | retail | USA | home |
| 89 | 8% | $14 | 0.25 | $ 138 | $ 192 | 39% | NOC | 0.8% | NORTHROP G | 0.3% | industry | USA | aero |
| 90 | 19% | $31 | 0.8 | $ 182 | $ 191 | 5% | IBM | 2.8% | INTERNATIO | 0.3% | tech | USA | multi |
| 96 | 25% | $37 | 0.5 | $ 188 | $ 185 | -1% | HD | 1.7% | HOME DEPOT | 0.3% | retail | USA | home |
| 97 | 18% | $28 | 0.5 | $ 151 | $ 182 | 21% | GD | 1.2% | GENERAL DY | 0.3% | industry | USA | aero |
| 98 | 8% | $14 | 0.37 | $ 162 | $ 180 | 11% | VRTX | 0.0% | VERTEX PHA | 0.2% | health | USA | pharm |
| 102 | 7% | $11 | 1.5 | $ 174 | $ 171 | -2% | ABT | 1.6% | ABBOTT LAB | 0.2% | health | USA | care |
| 108 | 11% | $15 | 0.4 | $ 147 | $ 155 | 5% | SYK | 0.6% | STRYKER CO | 0.2% | health | USA | tech |
| 114 | 26% | $29 | 0.1 | $ 150 | $ 141 | -6% | FICO | 0.0% | FAIR ISAAC | 0.2% | finance | USA | credit |
| 124 | 19% | $20 | 0.25 | $ 124 | $ 124 | 0% | ISRG | 0.0% | INTUITIVE | 0.2% | health | USA | robo |
| 131 | 11% | $11 | 0.5 | $ 114 | $ 112 | -1% | NXPI | 1.2% | NXP SEMICO | 0.2% | tech | Europe | sc’s |
| 140 | 13% | $11 | 0.4 | $ 87 | $ 97 | 11% | WM | 0.4% | WASTE MANAG | 0.1% | industry | USA | trash |
| 150 | 32% | $19 | 1 | $ 97 | $ 76 | -22% | BSX | 0.0% | BOSTON SCI | 0.1% | health | USA | tech |
| 160 | 28% | $14 | 0.5 | $ 71 | $ 65 | -8% | ANET | 0.0% | ARISTA NETW | 0.1% | tech | USA | hw |
| 172 | 26% | $10 | 0.25 | $ 60 | $ 49 | -18% | SAP | 0.0% | SAP ADR REP | 0.1% | tech | Europe | sw |
All Holdings
See attached Technicolor PDF of All Holdings.