The P13 Portfolio started 2023 with a cash balance of $2821.80 and stocks totaling $7413.13, for a total of $10234.93.
This year $8654.33 has been spent on stocks, $12499.30 has been earned in sells, and $105.88 has been earned in dividends less fees, bringing our cash balance to $6772.65. The value of stocks in the portfolio total $4774.05, bringing the total portfolio value to $11,546.70, an increase of 12.8%.
Here is a table showing the portfolio's holdings as of the end of the year:
Stock | Quantity | Price | Total |
CABO | 1 | $556.59 | $556.59 |
CVCO | 2 | $346.62 | $693.24 |
HSII | 15 | $29.53 | $442.95 |
LKQ | 10 | $47.61 | $476.10 |
LPLA | 2 | $277.62 | $555.24 |
MBUU | 3 | $55.25 | $165.75 |
OLN | 10 | $53.75 | $537.50 |
PTSI | 16 | $20.78 | $332.48 |
REI | 200 | $1.46 | $292.00 |
TKC | 100 | $4.81 | $481.00 |
VET | 20 | $12.06 | $241.20 |
DISCLOSURE: I currently own one or more of the stocks indicated. This is not a recommendation to buy; do your own research, and plan any stock purchases with the help of a financial advisor and an eye towards your appetite for risk and your own unique financial circumstances.
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