Scott Rothbort / Lake View Asset Management, LLC - The Bar Mitzvah Portfolio

Description:

My wife and I have been busy getting ready for our son’s Bar Mitzvah (the fourth of our five children) which will take place in June. We allow each child to buy a new computer with their monetary gifts and the rest I will invest in a portfolio of five of my favorite stocks as part of their college custody account. These five stocks are also amongst the top holdings for the client accounts at LakeView Asset Management, LLC and me personally. What follows is what I affectionately call the Bar Mitzvah Portfolio:

http://scottrothbort.blogspot.com/2007/04/bar-mitzvah-portfolio.html

Most Viewed Portfolios

View All

Articles

5 Toxic Stocks You Need to Sell Now

08.29.14 | 12:32 PM

BALTIMORE (Stockpickr) -- The S&P 500 is quickly closing in on the double-digit gains mark this summer, up more that 8% year-to-date as I write. At...

5 Breakout Stocks Under $10 Set to Soar

08.28.14 | 02:41 PM

DELAFIELD, Wis. (Stockpickr) -- There isn't a day that goes by on Wall Street when certain stocks trading for under $10 a share don't experience m...

More Articles
blog comments powered by Disqus
brokerage partners
connect with Stockpickr
Fan us on FaceBook
Follow us on Twitter