SuponD Portfolio 1
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Created by SuponD
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Date updated:06-24-2007

I'm in the military so these picks were based on low cost and good results. I also wanted to take advantage of some trends to diversify my portfolio. Yes I will have a retirement annuity from the military, but I have additional income that I want to use to help me live a VERY comfortable life when my wife and I retire and throughout our lives together.

symbol name last price % change open
  • +
  • VIVAX
    Vanguard Index Tr
  • $18.46
  • -0.27%
  • $N/A

I wanted to take advantage of the VALUE thought process and low cost of Vanguard. Doing well, but I'd love more return.

People owning VIVAX also tend to own: AAPLCATDEIXGOOGGSLVLTMO

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  • +
  • VWELX
    Vanguard Wellingt
  • $28.76
  • -0.24%
  • $N/A

Wanted a mix of bonds, but didn't want to lock into any one bond or MUNI. Thought this would give me a great balance.

People owning VWELX also tend to own: BIIBBJBIXCGMRXCMIDTVJSVAXMSFT

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  • +
  • VTHRX
    Vanguard Target R
  • $19.28
  • -0.31%
  • $N/A

Saw the concept of Retirement indexed funds. Since I will retire aroung the year 2030 I thought this was a great idea and a totally "fund and forget" fund. This has been my singularly best fund thus far.

People owning VTHRX also tend to own: VFINXVIVAXVWELX

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  • +
  • VFINX
    Vanguard Index Tr
  • $100.91
  • -0.30%
  • $N/A

I put this fund into my Roth IRA (combined with some funds from USPA/IRA now Tempelton) to offset any tax burden I may have (I don't own a home). I'm trying to play the future, but the S&P 500 isn't doing so well right now and I'm not sure when TECH will come back into fashion.

People owning VFINX also tend to own: EEMGGXYBEQGXJAGIXRYLPXSWEGXSWHFX

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