PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
Tomato Tree Taxable
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Tomato Tree Taxable

Currency in USD · Last updated Jun 6, 2026

Taxable portfolio of the family. Created in such a way that it should be less volatile than SP 500. Started ~April 2020, current version May 9 2025. Work in progress (as usual). Recently increased VEA, MSI and AEG at the expense om MCK, CAH and STRL and HUM. Some positions will be removed soon such as ALSN, LRCX, ADSK and perhaps ANSS.

Asset Allocation

LMT 5.03%32 positions 92.38%1 position 2.59%EquityEquityReal EstateReal Estate
PositionCategory/SectorTarget Weight
LMT
Lockheed Martin Corporation		Industrials
5.03%
MCK
McKesson Corporation		Healthcare
4.91%
STX
Seagate Technology plc		Technology
4.54%
CAH
Cardinal Health, Inc.		Healthcare
4.20%
STRL
Sterling Construction Company, Inc.		Industrials
4.16%
ADSK
Autodesk, Inc.		Technology
4.07%
T
AT&T Inc.		Communication Services
3.89%
MSFT
Microsoft Corporation		Technology
3.73%
BRO
Brown & Brown, Inc.		Financial Services
3.71%
ABBV
AbbVie Inc.		Healthcare
3.66%
VTI
Vanguard Total Stock Market ETF		Large Cap Blend Equities
3.55%
VEA
Vanguard FTSE Developed Markets ETF		Foreign Large Cap Equities
3.50%
VYM
Vanguard High Dividend Yield ETF		Dividend
3.39%
IRM
Iron Mountain Incorporated		Real Estate
3.23%
LOW
Lowe's Companies, Inc.		Consumer Cyclical
3.15%
AJG
Arthur J. Gallagher & Co.		Financial Services
3.11%
WMB
The Williams Companies, Inc.		Energy
3.10%
MDT
Medtronic plc		Healthcare
3.08%
MSI
Motorola Solutions, Inc.		Technology
2.88%
LRCX
Lam Research Corporation		Technology
2.72%
GD
General Dynamics Corporation
2.69%
VNQ
Vanguard Real Estate ETF		REIT
2.59%
CNQ
Canadian Natural Resources Limited		Energy
2.57%
RTX
RTX Corporation		Industrials
2.55%
HUM
Humana Inc.		Healthcare
2.48%
ANSS
2.36%
VLO
Valero Energy Corporation		Energy
2.18%
AB
AllianceBernstein Holding L.P.		Financial Services
2.14%
WPC
W. P. Carey Inc.		Real Estate
1.66%
AEM
Agnico Eagle Mines Limited		Basic Materials
1.50%
BCE
BCE Inc.		Communication Services
1.42%
BAESY
BAE Systems PLC		Industrials
1.03%
ALSN
Allison Transmission Holdings, Inc.		Consumer Cyclical
0.70%
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF		Volatility Hedged Equity
0.52%

S&P 500 Index

Portfolio Optimizer

Find the right asset allocation for Tomato Tree Taxable

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer