April 2017: Top Ten Holdings
A few notes for April:
- With the addition of VEREIT REIT (VER) to the portfolio, my Exceptional Fund is now composed of ten stocks.
- I have set the flexible reinvestment program via my Scottrade account to automatically purchase more shares of VER monthly until I reach about 200 shares, where I will reassess my plan.
- No purchases on the horizon for April. Continuing with weekly automatic savings plan until the approximate $1000 mark, where I will make a purchase.
- Would like to reach the $2000 mark with CVS or PEP, bringing those up to what I would consider a "full position" until the fund hits the $50,000 mark.