I think I need to clean up this mess of a portfolio I have assemble. I think I have just added things I probably don't need. I have had a habit of buying the last great investment I hear about. While I have not done bad, I think I could be more efficient. This is for a taxable account with Schwab and represents my total small investment portfolio. I am 55 years old and am adding $200 per week to the account. I plan to work until I am 65. Only debt I have to mention is my mortgage (3.75 %) that will be paid off before I retire. I am posting the entire portfolio and will take and use any advice I can get.
Here are the positions:
Symbol Description Market Value
APU- AMERIGAS PARTNERS, L LP $1,043.50
GCBC- GREENE CNTY BANCORP $1,797.00
JCP- JC PENNEY CO INC $826.00
PG- PROCTER & GAMBLE $1,231.95
SJW- S J W CORP $1,374.80
YORW -YORK WATER COMPANY $1,464.00
SIVR - ETFS SILVER TRUST ETF $860.50
CGW - GUGGENHEIM S&P GLOBAL WATER IDX ETF $288.70
JHMC- JOHN HANCOCK MLTIFACTR CNSUMR ETF $634.50
JHMT- JOHN HANCOCK MLTIFCTR TCHNLGY ETF $1,024.40
PIN -POWERSHARES INDIA PORTFOLIO ETF $189.00
TOLZ- PROSHARES DJ BRKFLD GLBL INFS ETF IV $581.55
EBND- SPDR BARCLAYS EMERGING MARKETS ETF $272.20
DGRS- WISDMTRE US SMLCP QLT DIV GRW ETF IV $700.71
CPTNX- AMERICAN CENTURY GOVT BOND FUND INV CL $1,008.11
BULIX- AMERICAN CENTURY UTIL FD INV $1,073.77
CSRSX- COHEN & STEERS REALTY SHARES $558.76
DMCRX- DRIEHAUS MICRO CAP GWTH FD INST $214.86
ICLEX -ICON CONSUMER STAPLES FD CL S $203.36
ICENX-ICON ENERGY FUND CL S $353.74
ICBMX- ICON NATURAL RESOURCES CL S $246.38
PHYZX- PRUDENTIAL HIGH YIELD FUND CL Z $1,076.84
WHOSX- WASATCH HOISINGTON US TREASURY FD INV $507.32
336466EF0- 1ST ST BK OF BLA 0.65%16 CD FDIC INS DUE 11/17/16 BLAKELY GA $1,000.94
Cash- $3,091.64
Total -- $21,624.53