Trillian's No Mood Swings Schwab Folio

Description:

Aiming for diversification, low risk, low volatility, and >10% annual appreciation. No-load mutual funds and closed-end funds held in a SCHWAB self-directed IRA. This portfolio favors actively managed funds, to hedge my 401K which is limited to the usual index funds selections. I'm biased toward buying undervalued securities which pay a high dividend, to reduce volatility.

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