April 2017: Top Ten Holdings



As of 3/28/17

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.  


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