Shared Portfolios

Displaying 1 to 20 of 2112
Portfolio	Owner	Description
2005 BofB	KenAtPcs	Bluest of the Blue, 2005 list (from 12/30/04)
NSCs	KenAtPcs	AKR, DDR, FRT, KIM, PNP, REG, WRI from 12/31/1997
Offices	KenAtPcs	BXP, CRE, EOP, OFC, SLG from 12/31/1997 (equal $ amounts; no re-balancing).
BofB - All years	KenAtPcs	Includes all transactions made in a theoretical "Bluest of the Blue" portfolio beginning with the archived inception date of 4/11/2000. Does not include defunct stocks (e.g., BTR, SPK). Portfolio components are re-balanced at the start of each new BofB "year" (4/11/00, 2/9/01, 2/9/02, 2/16/03, 3/11/04, 3/7/05, 3/6/06).
Coffeehouse	Standard	The Coffeehouse Investor by Bill Schultheis teaches three principles: 1. Don't put all your eggs in one basket. (Diversify in different asset classes.) 2. There is no such thing as a free lunch (Capture the entire return of each basket, or asset class, through low cost index funds). 3. Save for a rainy day. (Develop a long term financial plan) This portfolio is a sample portfolio using the principles of the Coffehouse. Uses vanguard mutual funds exlusively. Portfolio tracking begins in May 1998 due to unavailability of VISVX at an earlier date. See http://www.coffeehouseinvestor.com for more information.
S&P 500	Standard	Vanguard S&P 500 fund (VFINX)
Total Stock Market Index	Standard	Vanguard Total Stock Market index fund (VTSMX)
60/40 Balanced	Standard	Vanguard 60% stock 40% bond balanced fund (VFINX - S&P 500 Index, VBMFX - Total Bond Market Index)
Couch Potato	Standard	The Couch Potato Portfolio was created by Scott Burns. 50% stocks (S&P 500 VFINX) 50% bonds (VBMFX) rebalanced annually. If you can divide by 2, you can do the couch potato portfolio. Scott Burns runs a blog at http://assetbuilder.com/.
Berkshire Hathaway	Standard	100% invested in BRK.A
Total Bond Market	Standard	Total Bond Market, VBMFX
Nasdaq 100	Standard	Tracks the Nasdaq 100 via QQQQ
Small Cap Index	Standard	Small cap index as seen by Vanguard NAESX
REIT Index	Standard	REIT index as seen by VGSIX (Vanguard REIT index fund)
DRIPs	Trestles	Dividend Re-Investment Plans
Scottrade Funny Money	Trestles	Fun portfolio at scottrade
Combined Retirement	Trestles	Combined retirement portfolios: Dodge And Cox Roth IRA, Ameritrade Simple IRA, Oakmark Roth IRA
Kurup Real	vkurup	This is my real portfolio.
The Pencils Fund	pencils2	A long-term minded, real money "fund" run by a 15 year old. See http://www.pencils2.com/pencilsblog.html for purchase write-ups, updates, and evaluations.
Potential Stock Advisor Picks	pencils2