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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 Mutual Funds Money Focus Personal Finance News Commentary Updates Bonds Fixed Income News Outlook Insurance Guide Life Health Auto Home Mortgages Buyer's Guide Step by Step Taxes Guide with Calculators Privacy Policy Contact the Editor Get the BlueMoney Report for your site today. NEW! Our Glossaries One dollar off for a limited time! Featured Site TradersDigest AfterHourTrades.com, Inc. Featured Columnist: Mutual Fund Trends/ Research Newsletter Tax Mama The Blue Money Report All content is © copyright (1998-2007) BonPaulProductions (all rights reserved)

Relaxer Portfolio Heading for the Home Stretch The Relaxer Portfolio The Relaxer Portfolio was designed to be a group of funds that would allow you to sit back and take a financial respite from the world of investing using a conserv ative, balanced and fixed income approach designed for the less aggressive investor. This portfolio has funds that have much less risk than our other two portfolios, but investments will do far more than sit back and watch the world go past. These funds require only that you consistently invest in them for them to pay off handsomely. All are based on good solid foundations with good solid fund families to support them. They have, for the most part, long term management with a nose for picking stocks that will do well in a portfolio than is looking to protect without protecting too much.   Symbol Current Price Change $ % Day's Gain Qty Price Paid Total Gain $ % Market Val Third Avenue Real Estate Value TAREX*   35.61  -0.02  -0.06%  -$1.09  54.43  $22.69  $703.24  56.94%  $1,938.25        Memorial Value Equity Inst MVEIX  15.83  0.00  0.00%  $0.00  118.62  $8.43  $877.79  87.78%  $1,877.75        T. Rowe Price Dividend Gro** PRDG  27.62  0.07  0.25%  $4.63  66.09  $21.32  $416.37  29.55%  $1,825.41        Leuthold Core LCORX  20.69  0.06  0.29%  $5.69  94.88  $10.54  $963.03  96.30%  $1,963.07   Totals  ">">   $4,644.06  $2,960.42  63.75%  $7,604.48     Market Value (since inception):$7,604.48 ($2,960.42 / 63.75%) Down $86.23 (- 0.01%) from the previous month. Data as of 07.01.07 *The Greenspring Fund Has been replaced with the Third Avenue Real Estate Value (TAREX) on 03.01.04. Morningstar rates this fund with a full five stars and reports the following: "Manager Mike Winer has produced strong longer-term results while favoring real estate operating companies over REITs." At the time this fund was added, Third Avenue Real Estate Value was up 6.1% in the first two months of this year. ** T. Rowe Price Dividend Growth (PRDGX) replaced the Matthew 25 fund and is focused " on income-producing blue chips that are trading at attractive prices. It's not a plain-vanilla large-value fund, though. With a broader portfolio than most funds in the category, expect more exposure to growth industries such as tech and health care" according to a recent Morningstar report. 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...