Stocks
Summer 2011 Investment Ideas – How did we do?
0In May, we posted our summer 2011 investment ideas. Now that fall has arrived let’s see how we did vs the market.
Here’s our original investments and allocations -
Here’s how we did.
More details and analysis to follow. Although we lost money, we still beat the market. Not bad in my mind!
Summer 2011 Investments Part 2- VIG
2This is one to buy and hold FOREVER! VIG is quite possibly the best investment anyone can own. Why is this? Let’s take a look at VIG’s profile.
The Fund seeks to track the performance of the Dividend Achievers Select Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.
In other words, it only invests in the best high quality stocks that have consistently increased their dividends year over year.
http://www.mergent.com/news-2006-10.html
Dividend Appreciation Index Fund will track the performance of the Dividend Achievers Select Index™, an index created exclusively for Vanguard by Mergent. A unique dividend-growth investment tool, the index is a subset of Mergent’s Broad Dividend Achievers Index™ which follows U.S.-listed companies that have increased their annual regular dividends for at least the past 10 consecutive years and have met specific liquidity screening criteria. The Dividend Achievers Select Index uses additional proprietary methodology to focus on approximately 200 stocks, and offers investors access to companies with consistent earnings growth and bolstered diversification across securities, sectors and investment styles.
Again, this is one to own and hold forever. Even though it only yields about 2% this is very misleading. These are companies that are very strong financially. These companies are almost zero risk for losing large amounts of money.
Top 10 Holdings as of 4/30/11… quite a list! Buy this one and forget about it. You’ll thank me in 20 years!
| 1 | Chevron Corp |
| 2 | ConocoPhillips |
| 3 | Exxon Mobil Corp |
| 4 | United Technologies Corp |
| 5 | Coca-Cola Co/The |
| 6 | International Business Machines Corp |
| 7 | McDonald’s Corp |
| 8 | PepsiCo Inc/NC |
| 9 | Procter & Gamble Co/The |
| 10 | Caterpillar Inc |
| Ten largest holdings = 40.0% of total net assets | |
Summer 2011 – What will the stock market do?
1If anyone could answer this question – we’d all be rich! Keep in mind… this is my own opinion,. For every person that tells you the Dow is going to 15K I’ll find you someone it’s going to 5.
Here’s my opinion on what to own in summer 2011. I am a more conservative investor during big run-ups like we’ve seen since 2008 (100% gain!!).
Here’s what I like.
More details to come on each stock and why I like it…
CSJ – Online Investing Advisor Notes
VIG – Online Investing Advisor Notes
CVY – Online Investing Advisor Notes
Retirement Investment Options – It’s not like the old days…
0Anyone who has money in a 401k or any retirement account knows that 2000-2010 was the “lost decade”. In this 10 year period stocks basically stayed flat after the big booms and busts.

