Our taxable account portfolio is relatively streamlined compared to our retirement accounts. (see https://creditboards...p?showuser=767)
I am including cash accounts (high yield savings like Alliant & CDs) which gives a result that shocked me a bit. I didn't realize how heavily weighted in subprime cash we are in our taxable accounts. I'm excluding non-liquid assets such as real estate from this list and percentages. In the near future I'll start a thread with our overall percentages including retirement, taxable, real estate, and other investments.
The investment is followed by the percentage of our taxable account portfolio; an asterisk denotes we are adding new money monthly to this investment. Note that due to rounding the percentages may not sum to 100%.
Subprime Cash 58.7%
other individual stocks <1.0%
Regarding our cash holdings, the weighted mean APY is 1.2%
Edited by hegemony, 30 January 2017 - 06:13 PM.