Rounder's Forever Fund
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average rating: 4.00 / 1 ratings
Created by rounderjd
DESCRIPTION:

Date updated:07-13-2007

A 25 year old's margin account for long term investments (20+ years)

symbol name last price % change open
  • +
  • KO
    Coca Cola Co The
  • $58.11
  • -0.14%
  • $58.37

The world will always need to drink, and we can count on Coca-Cola to produce the nectar of the gods.

People owning KO also tend to own: AAAIGIBMINTCJNJJPMMSFT

TheStreet.com Rating: B What is this?

  • +
  • COP
    Conocophillips
  • $52.90
  • +0.42%
  • $52.70

The world will always need oil. And this stock seemed terribly cheap.

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: C- What is this?

  • +
  • WDC
    Western Digital C
  • $38.46
  • +1.88%
  • $37.81

I reject the thesis that hard drives will be replaced by flash drives anytime soon. The compact size of flash drives notwithstanding, they're a huge way off from the capacities needed for most practical applications. This stock was terribly cheap when I bought it, and even more so when I added to my position.

People owning WDC also tend to own: MIIBHICVXSBLVLOFMDPWEI

TheStreet.com Rating: B What is this?

  • +
  • HOG
    Harley Davidson
  • $29.10
  • +1.11%
  • $28.80

Profitable and hardly cash-starved, HOG seems a good play based on demand from recreational bikers and anyone looking for an enviro/econo-friendly transportation alternative.

People owning HOG also tend to own: EATAFLAMPAPOLCOHERSGGG

TheStreet.com Rating: C What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $64.45
  • +0.36%
  • $64.41

Among my most speculative and higher P/E plays, MCD fills a symbolic role in my Forever Fund: the embodiment of a kid's dream of better things to come.

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A What is this?

  • +
  • SBUX
    Starbucks Corpora
  • $21.82
  • +2.30%
  • $21.38

My highest P/E buy, bought on a dip (I hope). Who says it's tapped for growth in the U.S.? India/China has caffeine addicts, too.

People owning SBUX also tend to own: AAPLBRCMBTUCCJCNQCTRPGG

TheStreet.com Rating: B- What is this?

  • +
  • TTM
    Tata Motors Inc
  • $13.84
  • +0.14%
  • $13.76

These guys know how to run a company. A lower P/E buy that adds a healthy dose of country diversification.

People owning TTM also tend to own: ASEICMGLENTKOVLOGMEINTC

TheStreet.com Rating: No Rating What is this?

  • +
  • NSANY
    Nsany
  • $0.00
  • N/A
  • $N/A

A play on the Japanese economy. Also the cheapest car stock around.

People owning NSANY also tend to own: DCXFGMHMCTMBUDC

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

KO 52.09 +11.56% Jun 21st
COP 79.67 -33.60% Jun 21st
WDC 19.24 +99.90% Jun 21st
HOG 60.12 -51.60% Jun 21st
MCD 51.07 +26.20% Jun 21st
SBUX 26.26 -16.91% Jun 21st
TTM 16.69 -17.08% Jun 21st
NSANY 21.66 ------ Jun 21st
KEP 22.31 -35.99% Jun 21st
MMM 87.41 -10.87% Jun 21st
RY.TO 55.85 +2.42% Jun 21st
TCK-B.TO 48.60 -22.88% Jun 21st
TRP.TO 37.09 -8.36% Jun 21st
CNR.TO 56.23 +0.16% Jun 21st
SJR-B.TO 46.25 -56.39% Jun 21st
POW.TO 39.65 -32.81% Jun 21st
AI-UN.TO 7.18 -54.04% Jun 21st
ANF 73.71 -44.63% Jun 22nd
TRLG 19.64 -3.41% Jun 22nd
AXX.TO 6.14 -77.04% Jun 22nd
MO 68.20 -71.86% Jun 22nd
PFE 25.38 -26.75% Jun 22nd
OMC 52.92 -30.39% Jun 29th
CCO.TO 54.00 -42.37% Jun 29th
CAT 78.30 -24.60% Jun 29th
COS-UN.TO 32.30 -7.83% Jul 5th
GLW 25.705 -34.41% Jul 5th
WMT 48.93 +12.32% Jul 12th
EXPE 29.5401 -11.61% Jul 12th
UPS 74.25 -21.62% Jul 12th
BNS.TO 51.41 -4.57% Jul 12th
DOW 46.31 -38.42% Jul 13th
DO 104.14 -2.35% Jul 13th

Average return:

-18.78%

Success rate:

18.75%

Deleted Stocks:

PENN 61.60 -2.45% Jun 22nd
SNDK 48.94 +11.24% Jun 29th

Tracking Started: 06-21-2007

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