Current Value of the SOW Portfolio:
$124,956.67
Simple Return: 23.60%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $120,844.62
Simple Return: 4.69%
Simple Return: 4.69%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $108,721.54
Simple Return: -2.89%
Simple Return: -2.89%
~~>~>~~>~>~~>~>~~>~>~~
As we have been writing for the last two years, Individual Stocks are the place to be. Stocks continue to outperform equal investments in the S & P 500 (4.69%)and the TLT Treasury Bond index (-2.89%). The Treasury Bond actually dropped another point from -1.69 to -2.89. It's never too late to jump on board. This week, Kupsky has been researching Todd Shipyard as our Stocks of the Week. Be sure to check out other Stocks of the Week to see if it's a pick to include in your portfolio.
Past performance does not guarantee future performance. We make no recommendations!
Please call or write if you have questions about how to make money in stocks, bonds and real estate. You can reach me during office hours at 336-778-0543 or write me
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