Day 296: DOW up +160

Mother's Little Helper portfolio was DOWN today-$182.31 (-0.02%) Overall GAIN YTD: +$263,351.55 (+45.10%). Our benchmark index, the S&P 500 is up +14.40% Year To Date. http://money.cnn.com/data/markets/sandp/ The DOW closed up +160.16 points today, but Mother's Little Helper was flat on the day, technically we were down -$182.31. So what happened? This is one of those times when investors scratch their heads and throw their hands up in the air and scream, "I GIVE UP". All this was is a rotation during earnings season. Money rotated from stock the portfolio owns into stocks we don't own. Eventually the stocks we own will show their value again and money will flow back into our companies.

Day 295: How I Made This Portfolio 2

Mother's Little Helper portfolio was DOWN today -$3,539.87 (-0.42%) Overall GAIN YTD: +$263,105.18 (+45.06%). Our benchmark index, the S&P 500 is up +14.32% Year To Date. http://money.cnn.com/data/markets/sandp/ Part 2 This is Part 2 in a series about how I created the Mother's Little Helper Portfolio. In a previous post I discussed questions I've received about how I selected the stocks that are in the portfolio. The best way I can explain it is with the info-graphic below. I think every portfolio should have what I call structure. Don't confuse structure with diversification, that's like saying twins are the same; their similar and related but not the same. Because of the amount of det

Day 282: How I Made This Portfolio

Mother's Little Helper portfolio was UP today +$4,322.61 (+0.51%). Overall GAIN YTD: +$268,380.49 (+45.96%). Our benchmark index, the S&P 500 is up +13.35% Year To Date. http://money.cnn.com/data/markets/sandp/ In a previous post I discussed questions I've received about how I selected the stocks that are in the portfolio. The best way I can explain it is with the info-graphic below. I think every portfolio should have what I call structure. Don't confuse structure with diversification, that's like saying twins are the same; their similar and related but not the same. Because of the amount of detail I'm going to cover I'm splitting this post into two parts. What's Structure I don't know

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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