M1 :: Account Update :: Feb 23

February 24, 2020
February 24, 2020 Ryan

M1 :: Account Update :: Feb 23

It’s been a while since I’ve provided an update on my M1 Finance, passive account.  There isn’t a lot to report, but here goes:

Deposits:

I still have an auto-deposit rate of $100/week.  This cash is redistributed evenly across all my positions.

Activity in February (excluding deposits):

ABBV dividend payment of $3.25

Current Weighted Allocation:

Here is a snapshot of my pie. It’s likely that I’ll shift some the weighted ‘slices’ and add positions over then next few weeks, but I’ve been generally happy with my overall returns.  Returns displayed are since September ’19 when this account was created.  My current return is 18.89% (money weighted).

Positions I’m currently holding:

That’s it for now.  I’ve been away from the trading desk for about a month to catch up on other projects and kick off FY21 at work.  However, I should be back now keeping dayjobtrader.com updated throughout the week.

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