Model Portfolio

The ultimate goal of INVESTING 501 is to build a model value portfolio.

We expect that the model portfolio will also be invested in a real money portfolio, but we are unsure of exactly what the format will be.

We think that actually managing a live portfolio will be one of the most educational aspects of INVESTING 501. It is always easy to talk about patience, actually being patient is often much more difficult.

What we show below is a sample of the kinds of stocks that might eventually be in our final model portfolio. It will take at least several months to build the actual portfolio.  Please do not consider the stocks shown below as final buy recommendations. In many cases there is much more work to be done. The actual portfolio will eventually have 20-30 stocks.

Print Friendly