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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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Early Bird Portfolio
Getting in the Game
The Early Bird Portfolio was originally designed to be a group of funds that would allow you to play aggressive in the world of investing. We have since modified that position. In October of 2001, we began this portfolio with some solid funds whose riskiness promised greatness when the markets decided that the bottom had been hit. For quite a while, that bottom was the very month we began the portfolios.
We have honed the portfolio down to a weighted group of four core funds that you could afford to invest in with a good amount of exposure to the aggressiveness that an early in life investor should have. This is the first time our portfolios feature bond funds.
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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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SSgA Aggressive Equity SSAEX
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5.38
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0.04
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0.75%
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$10.93
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273.22
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$3.66
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$469.94
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46.99%
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$1,469.92
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Fidelity Low-Priced Stock FLPSX
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48.22
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0.18
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0.37%
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$7.61
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42.28
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$23.65
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$1,038.82
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103.89%
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$2,038.74
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Buffalo Small Cap BUFSX
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30.13
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0.10
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0.33%
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$7.25
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72.52
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$13.79
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$1,184.98
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118.49%
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$2,185.03
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Royce Opportunity RYPNX
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14.92
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0.04
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0.27%
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$5.78
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144.51
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$6.92
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$1,156.08
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115.61%
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$2,156.09
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| Totals |
">"> |
$3,999.97 |
$3,849.81 |
96.25% |
$7,849.78 |
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Market Value: $7,849.78 ($3,849.81 / 96.25%) Up $59.11 (+ 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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