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Personal Finance
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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 by Paul Petillo
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

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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.


      TradingSolutions

        Symbol Current
      Price
      Change
      $ %
      Day's
      Gain
      Qty Price Paid
      Total Gain
      $ %
      Market Val
      SSgA Aggressive Equity
      SSAEX
       
      5.38  0.04  0.75%  $10.93  273.22  $3.66  $469.94  46.99%  $1,469.92  
           Fidelity Low-Priced Stock
      FLPSX
       
      48.22  0.18  0.37%  $7.61  42.28  $23.65  $1,038.82  103.89%  $2,038.74  
           Buffalo Small Cap
      BUFSX
       
      30.13  0.10  0.33%  $7.25  72.52  $13.79  $1,184.98  118.49%  $2,185.03 
           Royce Opportunity
      RYPNX
       
      14.92  0.04  0.27%  $5.78  144.51  $6.92  $1,156.08  115.61%  $2,156.09  
      Totals  ">">  $3,999.97  $3,849.81  96.25%  $7,849.78   
      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