Day 4: Good Bye 2016


Today was the last day of trading for 2016 and we closed out the year down -0.36% on the day. Overall the portfolio is down -0.84% for a loss of -$3,103.66. The markets and investors get a little time off before we start the New Year. Hopefully 2017 will bring us a little less red ink.

I've had several requests asking if I think a portfolio should include gold, how I feel about index funds and more. This portfolio is not intended to be the sole investments or the beginning investments for a new investor. Remember this project is about my mom. In the new year I'll talk more about a complete investment portfolio, what should be in it, what should be bought first and where investments like this portfolio come into play.

Have a very happy and safe new year.

Stay Invested,

Clay Baker

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

© 2016 by Clay Baker all rights reserved