I’m not a financial adviser. I haven’t taken any of the classes or certifications that allow me to give investment advice. Please don’t take this post as advice.
This is me, sharing what I have chosen to invest in. These investments are scattered across a few different IRAs and brokerage accounts. Copy me at your own risk.
BAC – Bank of America: I bought this low. When any major bank is low, it’s time to buy. I bought in stages starting at about $5 per share. What I’ve got now has given me a 57% return.
CVS – CVS Caremark: I bought this on the advice of a friend. It’s shown a 6% return over the past few months.
IAU & GLD – Gold ETFs: I wanted a way to get some precious metals into my IRA, so I bought a gold fund. It’s down 7%, but I’m confident it’s going to come back.
MSFT – Microsoft: This is one of the first stocks I bought with my 401k 10 years ago. It’s up about 5% since I rolled it into my current IRA.
PAYX -Paychex Inc: I hate payday loans, but a friend recommended this stock and it has given me a 10% return.
SIRI - Another recommendation from a different friend. I don’t think it will ever hit the moon, but you won’t see me complain about the 60% return, either.
SLV – Silver ETF: Another precious metals venture. It’s down 3% overall, but that’s varying day to day. A couple of weeks ago, it was around $19 per share, so it’s up nicely since then. I predict it will continue to rise.
SYK: Stryker Corp: Another friendly recommendation. This one is down 2%, but the recommender thinks it’s a good long-term bet, so I’ll hold it for a while.
VB – Vanguard Small-Cap ETF: I like Vanguard funds in general. This one has given me a 5% return.
VIG – Vanguard Dividend ETF: This one pays dividends, which is usually a sign of a strong stock. 1% return.
VWO -: Vanguard Emerging Market ETF: If our economy has problems, emerging markets tend to thrive in response, so I’m hedging my bets with this. It has lost 4% so far.
IDMOX - An ING family fund that has served me well. 13% return.
VFINX - Vanguard S&P index fund. 2% return.
RICK – Rick’s Cabaret: A few days ago, I read an article about Rick’s Cabaret losing a lawsuit that made all of it’s New York strippers into full employees entitled to minimum wage. The article mentioned that Rick’s is publicly traded, which amused me, so I bought a few shares.
Those are the positions I have with one brokerage, across three accounts. I didn’t share the balances, but overall, I have had a 10% return on these investments.
Now, I’ll share the contents of my wife’s inherited IRA. This money was entirely in a money market when she inherited it last year. She got nervous and would only let me play with half of it. That half has averaged a 20% return since June 2012, with part of it hitting 29%.
These are all Fidelity funds for a specific 401k program. I have no idea our accessible the funds are to the general public. We are working on an IRA-mandated withdrawal of this money, so it will be moving over the course of years.
PYR INX LFC 2010/2035/2040/2045/2050 - These are targeted date funds. Each of them has had at least a 20% return.
SM&MID Cap Equity - This fund currently has a 29% 1 year return.
That’s my investment portfolio. Some gambles, some amusement, some solid investments. I think I’m doing pretty well. What do you think?