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Our "Mutual Fund"
#8
(06-02-2014, 11:08 PM)Dividend Watcher Wrote: OMG, Rob, that's an awesome portfolio. Why did we have to promise not to laugh?

I own many and there were quite a few I'm interested in. My problem is I didn't want to dilute the portfolio too much with my limited capital.

Thanks for sharing.

Only because the "current philosophy" is 20-50 stocks.

It is a lot to watch. But with low total percentages, if I screw up, I mean their CEO screws up it is a minor mistake. So far working being up 11.0% as of yesterday.

Lucked out because of a mandatory retirement rollover at work pushed me into the $2.00 commission schedule. You know, this is America, I believe in us (and a few good companies overseas) so why not?

(06-02-2014, 09:52 PM)Ok Red Wrote: Wow. You own the S&P 500....

Maybe, not a big "fan" of S&P this or DOW that....just Dividend Growers.

My personal benchmark is the Vanguard Wellington Fund. Ginormous track record, smart folks, and our go to fund if our family has a disaster and we can't manage all of this ourselves.
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
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Messages In This Thread
Our "Mutual Fund" - by Robandcindy2 - 05-27-2014, 10:09 AM
RE: Our "Mutual Fund" - by ChadR - 05-27-2014, 01:26 PM
RE: Our "Mutual Fund" - by Kerim - 05-28-2014, 05:25 PM
RE: Our "Mutual Fund" - by Robandcindy2 - 05-28-2014, 09:45 PM
RE: Our "Mutual Fund" - by Robandcindy2 - 06-02-2014, 08:22 AM
RE: Our "Mutual Fund" - by Ok Red - 06-02-2014, 09:52 PM
RE: Our "Mutual Fund" - by Dividend Watcher - 06-02-2014, 11:08 PM
RE: Our "Mutual Fund" - by Robandcindy2 - 06-03-2014, 07:13 AM
RE: Our "Mutual Fund" - by TomK - 06-03-2014, 01:37 PM
RE: Our "Mutual Fund" - by Robandcindy2 - 06-04-2014, 06:04 AM
RE: Our "Mutual Fund" - by Robandcindy2 - 06-04-2014, 07:37 AM



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