HERE IS THE ETF STRATEGY PORTFOLIO I PROMISED YOU; PLEASE FOLLOW IT TO THE “T” = YOU HAVE TO BE IN IT FOR THE “LONG HAUL”; IT WILL NOT WORK TRYING TO TRADE IT SHORT TERM: PLEASE HEED MY WORDS FOR BEST RESULTS!
ETF PORTFOILIO: 4 PRONG STRATEGY
20% CHARLES SCHWAB US BROAD MARKET INDEX: SCHB
20% CHARLES SCHWAB US DIVIDEND STOCK INDEX: SCHD
10% RUSSELL 2000 VALUE VALUE STOCK INDEX: IWN
40% CHARLES SCHWAB US VALUE STOCK INDEX: SCHV
START INVESTING IN SCHV UNTIL YOU REACH $5000.00 – THEN START INVESTING IN ALL OF THE ABOVE IN THE PERCENTAGES OUTLINED ABOVE.
REMEMBER TO DOLLAR COST AVERAGE – BUY AN EQUAL AMOUNT
OF SHARES EACH AND EVERY WEEK OR MONTH – WHETHER YOU
FEEL THAT THE MARKET IS UP OR DOWN!
THE ABOVE PORTFOLIO RETURNED 13.47% from 5/16/2017 TO 5/16/2018
(BE SURE TO REINVEST THE DIVIDENDS!)
COST/SHARE: As of 5/21/2018 @ 1:00 PM EST
SCHB @ $66.41
SCHD @ $49.85
SCHV @ $54.13
IWN @ $131.56
created these portfolio allocations myself, and it expresses my own opinions/beliefs/knowledge.
I am not receiving any compensation for it.
have no business relationship with any company mentioned in this blog.
Open a brokerage account with ally.com/invest vs. one with any other internet brokerage firm – there are many and many are not good matches for beginners.