Displaying 1 to 20 of 1242| Portfolio | Owner | Description |
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| 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 | |