Author: tplowe3

The Schwab “Portfolio Performance” tab is a very useful tool. I have included two examples; my ROTH & Grace’s Prime portfolio. The beauty of this tool is that it includes your recorded capital gains/losses, along with unrealized capital gains/losses in the calculations for performance, and it also backs out any contributions or withdrawals. You can…

Below are six excerpts from Seeking Alpha espousing the merits of owning these high dividend yielding stocks. The results of their performance YTD is shown in the table below. These six stocks (ranked 7 -12) are burning cash like a small brush fire. Note the dividends column is included in the total value column. You…

This study shows the results of owning USAC since it’s inception in 2013 compared with holding three other assets. The concept of holding an MLP until obtaining a step-up in basis and avoiding all accumulated taxes at that time, is often touted as a wise investment strategy. The one point never mentioned is that any…

Grace & Parker’s portfolio’s are included in this table. The suffix “r” = ROTH and “p” = Prime on the models below.

Below is a 2 year chart of gold futures (roughly 10x the price of GLD). Gold has no fundamentals, so it is one of the easiest assets to to analyze with charts. Charts are not just data points, they represent the sentiment of ALL investors at a point in time. The algos, AI, experts, general…

Models + GLD, SPY, QQQ, AAPL – 1 YR Models + GLD, SPY, QQQ, AAPL – YTD ** Updated every evening