L.J. Salazar Balanced Growth - Mutual Funds
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Created by lsalazarg
DESCRIPTION:

Date updated:11-19-2007

Balanced Portfolio with a good mix of Intl and US funds and some selected stocks picked based on projected P/E lower than segment and volatilty lower than average for the segment. Tech stocks picked based on my personal analysis of developments at those companies, Projected P/E, company's marketshare small enough to guarantee company can double up in sales within 18 months. Most funds did well during the past market bubbles and have stable Management and consistent strategies.

symbol name last price % change open
  • +
  • FAIRX
    Fairholme Fund
  • $29.03
  • -0.14%
  • $N/A

No Analysis added

People owning FAIRX also tend to own: BACCGMFXDODFXDOMGEHSGFXLLTC

TheStreet.com Rating: No Rating What is this?

  • +
  • TBGVX
    Tweedy Browne Glo
  • $20.52
  • -0.15%
  • $N/A

No Analysis added

People owning TBGVX also tend to own: BMPIXCVYDODGXEGYFCNTXFDGFXFDL

TheStreet.com Rating: No Rating What is this?

  • +
  • MSILX
    Master's Select I
  • $12.87
  • -0.62%
  • $N/A

No Analysis added

People owning MSILX also tend to own: ARGFXCYTHABDXICENXJAGLXMRVCOAKIX

TheStreet.com Rating: No Rating What is this?

  • +
  • PRWCX
    T. Rowe Price Cap
  • $18.18
  • -0.16%
  • $N/A

No Analysis added

People owning PRWCX also tend to own: AEPGXAGTHXAIVSXANCFXANWPXARGASVIX

TheStreet.com Rating: No Rating What is this?

  • +
  • JENSX
    The Jensen Portfo
  • $23.81
  • -0.17%
  • $N/A

No Analysis added

People owning JENSX also tend to own: AEEBJSCFIMXCGMRXEWGEWNEWO

TheStreet.com Rating: No Rating What is this?

  • +
  • FLTMX
    Fidelity Intermed
  • $10.16
  • +0.10%
  • $N/A

No Analysis added

People owning FLTMX also tend to own: CIPSXDODFXMXXIXPRFDXSLASXFDFFXFDGRX

TheStreet.com Rating: No Rating What is this?

  • +
  • DODFX
    Dodge Cox Intern
  • $31.59
  • -1.03%
  • $N/A

No Analysis added

People owning DODFX also tend to own: AAPLCTXSLGFMSFTPETSFDGFXFNARX

TheStreet.com Rating: No Rating What is this?

  • +
  • PRSGX
    T. Rowe Price Spe
  • $15.01
  • -0.46%
  • $N/A

No Analysis added

People owning PRSGX also tend to own: DBADBSDBVEMFFFFAXFFFFXFFTHX

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

FAIRX 32.69 -11.20% Nov 19th
TBGVX 32.90 -37.63% Nov 19th
MSILX 22.78 -43.50% Nov 19th
PRWCX 21.53 -15.56% Nov 19th
JENSX 28.70 -17.04% Nov 19th
FLTMX 9.91 +2.52% Nov 19th
DODFX 47.95 -34.12% Nov 19th
PRSGX 22.05 -31.93% Nov 19th
DODGX 150.60 -37.61% Nov 19th

Average return:

-25.12%

Success rate:

11.11%

Tracking Started: 11-19-2007

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