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Featured
Personal Finance
Title
New
Paul Petillo
provides you with practical, proven advice on finding the right places to invest, weighing risk versus return, anticipating pitfalls in the market, and maintaining a diversified portfolio.
Investing for the Utterly Confused is available January 2007
Who We Are
The BlueCollarDollar was designed as a financial education center where you will
find the complicated world of money and finance explained. We take a common
sense approach to the money you earn, your investments, retirement planning,
insurance, mortgages, and debt. We want you to be debt free and we will work
at getting you there. We want you to have a financially stable retirement,
that is both comfortable and healthy.
Money Focus
Mutual Funds Equity
Bonds
Insurance Guide
Life
Health
Auto
Home
Mortgages Guide
Step by Step
All content is © copyright (1998-2007)
BonPaulProductions (all rights reserved)
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Chaser Portfolio
Chaser Portfolio
Playing Catch Up
This is the group of funds for those folks that are starting out a little later than usual because they have focused on family, or have struggled with getting ahead. Now you are ready to get back on track and you want to play a little catch-up. They use a less conservative approach and more aggressive style to maximize rewards while taking on only moderate risk.
This portfolio is based on the simple fact that you have a long horizon to work with, sometimes as much as twenty more years. You want to gain ground quicker than an index fund does. These funds are for those that can take a little risk and do so knowing that you are like the Early Bird, but just a little more vunerable.
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Symbol
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Current
Price |
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Day's
Gain |
Qty |
Price Paid |
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Market Val |
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Artisan MidCap
ARTMX
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35.58
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0.11
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0.31%
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$5.81
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52.83
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$18.93
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$879.62
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87.96%
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$1,879.69
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Ariel Apprec
CAAPX
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53.80
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0.15
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0.28%
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$4.88
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32.54
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$30.73
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$750.70
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75.07%
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$1,750.65
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Hennessy Cornerstone Gro
HFCGX
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20.56
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0.18
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0.88%
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$13.90
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77.22
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$12.95
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$587.64
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58.76%
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$1,587.64
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Harbor Bond
HABDX
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11.31
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-0.02
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-0.18%
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-$1.68
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84.1
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$11.89
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-$48.78
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-4.88%
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$951.17
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| Totals |
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$3,999.97 |
$2,169.18 |
54.23% |
$6,169.16
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Market Value (since inception): $6,169.16 ($2,169.18 / 54.23%%)
Up $53.40 (+ 0.01%) from the previous month.
Data as of 07.01.07
These funds are not being recommended for purchase and you should do further research. Read the prospectus.
If you don't understand something, feel free to write
Invest wisely. Read the prospectus before sending any money. Ask questions.
Back...
Order your copy of Building Wealth in a Paycheck-to-Paycheck World by Paul Petillo. It is packed with safe, proven wealth-building strategies that cover all the major components of a balanced financial plan, including:
- Straight talk on mutual funds, bonds, real estate, and annuities
- Techniques for avoiding financial disasters
- Tools to help readers track their debt and create a plan for staying out of it
- Road maps to buying a home and saving for college and retirement
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