Just Getting Started

The objective of the strategy is to provide a mechanism for investing in accounts with a limited initial balance. It minimizes the number of investment holdings to minimize transaction costs; however, it also attempts to compensate for market crashes by withdrawing funds from the stock market during severe market down turns.
Minimum investment:
The strategy works well with balances between $1,000 and $3,000-$5,000. The strategy will work with a lump sum amount, however establishing regular and ongoing contributions is recommended.
Recommended Holdings
TickerDate RecommendedWeight
VFINXAug 1, 2014100%
0 %


posted Apr 1, 2016, 12:52 PM by sms investing

March 1

posted Mar 1, 2016, 2:42 PM by sms investing

Dec 2015 Performance

posted Jan 1, 2016, 9:06 AM by sms investing

Dec 1st Update

posted Nov 30, 2015, 6:41 PM by sms investing

There are no updates this month!

11/2/2015 Update

posted Nov 2, 2015, 2:18 PM by sms investing

We just evaluated this strategy and there are no updates this month!

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