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Our Roth IRA

Our Roth IRA

Below is a list of the actual holdings in our Roth IRA.

If you look closely, you'll notice some recurring themes. Our family tends to value well-branded consumer product companies.

Why?

Because these are the types of companies we feel most comfortable with. Being a consumer of the products sold by each of these companies, we believe we have a firm understanding of how each company makes money and how it intends to make money in the future.

Armed with this knowledge, we're able to "invest in our own area of expertise."

After taking a careful look at each company's balance sheet, income statement, and statement of cash flows, we feel each one meets the criteria for a long-term commitment.

You'll also notice that our overall portfolio is very focused - only four companies at the present time. And three of those four companies pay a regular quarterly dividend which has steadily risen over the course of many years.

By reinvesting our quarterly dividends free-of-charge, we're able to "contribute more" to our Roth IRA by accumulating fractional shares of the same great companies without having to make additional monetary contributions.

Position % of Our Roth IRA
Cash
54.6%
Monster Beverage Corporation
29.1%
PepsiCo
7.6%
Hershey
4.6%
Coca-Cola Company
4.1%

*At this time, Monster Beverage Corporation (MNST) does not pay quarterly dividends.

Last Updated: 6/5/12

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Hi, I'm Britt, and this is my wife, Jen. Welcome to our Roth IRA information website!

This is our humble attempt to turn a passion for personal finance into the Web's #1 resource for Roth IRA information. But, believe it or not, this site is more than just a hobby. It's a real business that provides a stable and steady stream of income for our family. In fact, because of this site, Jen is able to be a full-time stay-at-home mom and spend more time with our daughter, Samantha.

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The information contained in Your Roth IRA is for general information purposes only and does not constitute professional financial advice. Please contact an independent financial professional when seeking advice regarding your specific financial situation.

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Thank You

Our family started this site as a labor of love in February 2009, a few months after our daughter was born.

Thank you for helping it become one of the most visited Roth IRA information sites.

Thank you, too, to the "SBI!" software that made it all possible.

We hope you find what you're looking for and wish you much continued success in your retirement planning!

Copyright© 2009-2015 Britt Gillette.