bill253 Portfolio 1
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Created by bill253
DESCRIPTION:

Date updated:07-11-2007

Taxable holdings to supplement my 401K retirement. Seeking stability with a bit of growth for travel and excitement as I approach retirement.

symbol name last price % change open
  • +
  • TREMX
    T Rowe Price Emer
  • $16.58
  • -0.36%
  • $N/A

Emerging Europe and Mediterean markets -good historical growth record

People owning TREMX also tend to own: ALGNIFFSBUXSIRISIROBRNCEWZ

TheStreet.com Rating: No Rating What is this?

  • +
  • PRHSX
    T. Rowe Price Hea
  • $24.54
  • +0.45%
  • $N/A

Buy and Hold- assuming spending on health care will continue to increase as the US population ages

People owning PRHSX also tend to own: PRISXUSBSXAIVSXBPPCMCSADELLESBAX

TheStreet.com Rating: No Rating What is this?

  • +
  • PRNEX
    T. Rowe Price New
  • $42.68
  • -0.33%
  • $N/A

Natural Resources as a hedge against inflation

People owning PRNEX also tend to own: ATWINAEPGXAGTHXAIVSXANCFXANWPX

TheStreet.com Rating: No Rating What is this?

  • +
  • DUK
    Duke Energy Cp Hl
  • $16.05
  • 0.00%
  • $16.05

Bough during the Enron crisis! good dividend

People owning DUK also tend to own: AAPLDISGAPGEMSFTAAALL

TheStreet.com Rating: C+ What is this?

  • +
  • GE
    Gen Electric Co
  • $15.33
  • +6.24%
  • $14.98

Long term hold

People owning GE also tend to own: AIGAXPDELLIBMINTCMSFTAAPL

TheStreet.com Rating: C What is this?

  • +
  • SE
    Spectra Energy
  • $19.34
  • 0.00%
  • $N/A

No Analysis added

People owning SE also tend to own: AEPAMPAOCCAGCSXEIXF

TheStreet.com Rating: C What is this?

  • +
  • C
    Citigroup Inc
  • $4.06
  • 0.00%
  • $3.99

Growth in international markets?

People owning C also tend to own: ACEBACCBCOPCVXDISGS

TheStreet.com Rating: D What is this?

  • +
  • PEY
    Powershares Etf
  • $7.39
  • +0.14%
  • $7.35

bought too high- time to switch out? looking for stable dividend growth

People owning PEY also tend to own: AAPLEEMGOOGKSSAHRAINVBAC

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

TREMX 37.18 -55.41% Jul 24th
PRHSX 28.80 -14.79% Jul 24th
PRNEX 59.55 -28.33% Jul 24th
DUK 17.96 -10.63% Jul 24th
GE 40.12 -61.79% Jul 24th
SE 27.03 -28.45% Jul 24th
C 50.73 -92.00% Jul 24th
PEY 14.89 -50.37% Jul 24th

Average return:

-42.72%

Success rate:

0%

Tracking Started: 07-24-2007

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