investments
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| - | investments [2013/09/13 04:30] krisa |
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| + | investments [2014/06/24 05:40] (current) |
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| ====== Holdings ====== | |
| ===== Individual Stocks ===== | |
| ==== Random Currently Owned ==== | |
| * Evaluate and decide to keep buying shares | |
| ===== Vanguard Roth IRA ===== | |
| * 2012: $5,000 | |
| * 2013: $5,500 | |
| * Split between: | |
| * FTSE All-World ex-US Inv (VFWIX) | |
| * Total Stock Mkt Idx Inv (VTSMX) | |
| * Leans more towards VTSMX | |
| ====== Methodologies ====== | |
| ==== Value Averaging ==== | |
| * Vanguard Small Cap ETF (VB) | |
| * 3% quarterly growth goal | |
| * IJR, VTI are alternatives (VTI less agressive) | |
| * Buy up to 3% on loss, sell down to 3% on gain | |
| * Feb 1st, May 1st, Aug 1st, Nov 1st | |
| * Start with $5,000 | |
| ==== Leveraging a MidCap ==== | |
| * MVV or UMPIX - MidCap 600 ETFs | |
| * Higher highs lower lows (leveraged) | |
| * Monitor through SMA, MACD and RSI | |
| ==== Doubling the Dow ==== | |
| * Leveraged on the back end | |
| * Don't need a margin account | |
| * Risk of loss is limited to 100% (margin can be greater than initial) | |
| * Gains are pumped, but so are losses | |
| * DDM and UDPIX ETFs | |
| ==== jlcollinsnh.com ==== | |
| * VTSAX - Total Stock Market Index Fund | |
| * Put all your money in here and forget about it | |
| * VBTLX - Bonds Index, deflation hedge | |
| * VGSLX - REIT Index, inflation hedge, dividend income | |
| * VMMXX - Cash, though low interest rate, look at ING Bank | |
| ==== Asset Allocation ==== | |
| * http:// | |
| * Throw 25% of portfolio into | |
| * VFINX - US Large-Cap (measured by S&P 500 index) | |
| * VB - US Small-Cap (Russell 2000 index) | |
| * VDMIX - Foreign Stocks (Euro/ | |
| * VBISX - US Short-Term bonds | |
| * Once a year, rebalance to 25% (sell the highs to buy the lows) | |
| * VBINX does this reallocation automatically by maintaining 60/40 split of stocks/ | |
| ==== Mutual Funds ==== | |
| === Portfolio21 === | |
| * [[http:// | |
| * Responsible investing, lower return | |
| * Maybe put $10k in this, let it sit | |
| * Or start with the minimum and add periodically up to $10k | |
| * HQ in Portland | |
| ====== Notes ====== | |
| * " | |
| * VTSMX/VTSAX (Mutual Indexes) are the same underlying index except | |
| * VTSAX has a $10k minimum purchase, VTSMX is $3k | |
| * VTSAX has a lower expense ratio (0.05%) than VTSMX (0.17%) | |
| * VTI is same as VTSAX, only an ETF (freely traded on Vanguard) | |
| * Verify that ETFs are better due to taxes | |
| * Why buy Mutual Funds? | |
| ====== Mom ====== | |
| * A mix of Asset Allocation and Dividends | |
| * Verify strategy against Suzie Orman recommendations, | |
| * Strategy | |
| * 25% VBINX 60/40 stock/bond split | |
| * 25% VB | |
| * 25% VIG | |
| * 25% VNQ | |
| * Possibly make the bond ratio smaller. | |
| * Possibly add EAFE | |
investments.1379046642.txt.bz2 ยท Last modified: 2014/06/24 05:40 (external edit)
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