okbooomer Portfolio 1
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Created by okbooomer
DESCRIPTION:

Date updated:09-06-2009

retirement- exposure to stocks for inflation protection but has high level of dividend payout.

symbol name last price % change open
  • +
  • ETW
    Ev Tx Mgd Gl Bw F
  • $13.14
  • +0.84%
  • $13.00

Has sector composition of stocks similar to S&P500 but is 44% foreign stocks and continuously writes call options. Currently 17.8% distribution return.

People owning ETW also tend to own: ACASBTOCCSCOCVSERCETG

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  • +
  • ETV
    Ev Tax Mgd Bw Opp
  • $14.29
  • +0.49%
  • $14.21

High qualified dividend US stocks, half models S&P 500, half models NASDAQ 100, writes options on 80% of the value of it's holdings in each index. Currently 14.6% distribution return.

People owning ETV also tend to own: CSCOFGEMSFTPHKRADCIEN

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  • +
  • ETY
    Eaton Vance Tax-m
  • $13.17
  • +0.84%
  • $13.00

similar weightings to S$P500 but 23% foreign and currently 15%distribution return. Writes options on S&P500 index.

People owning ETY also tend to own: ABBADVDXARVIXATSIXCBLEMRHK

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  • +
  • TGLMX
    Tcw Total Return
  • $10.20
  • +0.10%
  • $N/A

Intermediate term taxable bond index fund with moderate expense rate of 0.59 %. GNMA and other mortgage backed securities.

People owning TGLMX also tend to own: FKUSXMGIDXSEGSXVFIIXETVETWETY

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  • +
  • VWITX
    Vanguard Intermed
  • $13.38
  • 0.00%
  • $N/A

Intermediate term municipal bonds diversified, not leveraged. Usual vanguard low expenses.

People owning VWITX also tend to own: ACNADVDXANSSDOWDXOEEBFDM

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Start Price

Return Value

Start Date
ETY 14.60 -9.79% Jul 26th
ETV 10.36 +37.93% Dec 28th
VWITX 12.45 +7.47% Dec 28th
ETW 12.34 +6.48% Jul 11th
TGLMX 9.45 +7.94% Sep 6th

Average return:

 +10.41%

Success rate:

 80%

Deleted Stocks:
XLK 25.53 -1.53% Nov 23rd
VV 63.70 -0.49% Nov 23rd
EGLRX 41.49 -14.80% Nov 23rd
DODFX 46.98 -12.13% Nov 23rd
LSBRX 14.62 -29.96% Nov 23rd
ADVDX 11.72 -58.62% Nov 23rd
MSFT 34.38 -17.34% Jan 6th
PLCM 24.77 -7.95% Jan 6th
MCD 57.05 -3.07% Jan 6th
ABT 55.79 -0.43% Jan 6th
COP 85.56 -7.61% Jan 6th
PFE 22.33 -15.76% Feb 18th
LEXCX 21.45 -2.84% Feb 18th
SYY 29.88 -2.31% Feb 18th
HGT 30.37 -29.27% Jul 26th
VBISX 10.01 +3.00% Dec 28th
VWSTX 15.63 +1.34% Dec 28th
PBDIX 10.61 0.00% Jul 11th
MMP 36.52 0.00% Jul 11th

Tracking Started: 11-23-2007
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