investments
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investments [2013/10/29 12:58] krisa |
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 | ||
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