Christopher Welborn Portfolio 1
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Created by Christopher Welborn
DESCRIPTION:

Date updated:02-04-2007

My 401K portfolio. Recently rebalanced and added to on Feb. 4, 2007. All funds have at least a 4 Star rating from Morningstar.

symbol name last price % change open
  • +
  • FCNTX
    Fidelity Contra F
  • $55.78
  • +0.32%
  • $N/A

30% of Portfolio. Good track record and good manager. If Danoff leaves I will reconsider owning this fund.

People owning FCNTX also tend to own: IGRJAIGXMEIAXNBRFXPEOPXRELEXREMEX

TheStreet.com Rating: No Rating What is this?

  • +
  • FDIVX
    Fidelity Diversif
  • $27.61
  • 0.00%
  • $N/A

15% of portfolio. Only international choice.

People owning FDIVX also tend to own: HWMIXPSVIXFDVLXFEXPXCWGIXFAGIXFCNTX

TheStreet.com Rating: No Rating What is this?

  • +
  • FMCSX
    Fidelity Mid-cap
  • $21.82
  • +0.14%
  • $N/A

20% of portfolio. Small and mid-cap exposure.

People owning FMCSX also tend to own: ARMGXDRELXFASMXFLCSXFOGRXFRSGXOAKIX

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  • +
  • ANDAX
    Allianz Nfj Divid
  • $10.06
  • +0.10%
  • $N/A

20% of portfolio. For Large Cap Value.

People owning ANDAX also tend to own: FCNTXFDIVXFDVLXFMCSXAFJAXAFJCXAFJDX

TheStreet.com Rating: No Rating What is this?

  • +
  • FDVLX
    Fidelity Value Fu
  • $53.88
  • -0.15%
  • $N/A

15% of portfolio. For small and mid-cap value exposure.

People owning FDVLX also tend to own: BACDBCFDGRXFDVIXFEQTXFIVLXFLPSX

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date
FCNTX 63.45 -12.09% Mar 13th
FDIVX 36.38 -24.11% Mar 13th
FMCSX 30.06 -27.41% Mar 13th
ANDAX 17.03 -40.93% Mar 13th
FDVLX 82.41 -34.62% Mar 13th

Average return:

 -27.83%

Success rate:

 0%

Tracking Started: 03-13-2007
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