Covestor - esean75 Blog

VEIEX

Sat, 05 Jan 2008 13:01:57

About 40% gain in 2007. Going back foir more in '08.

Related Stocks: VEIEX

CGMGX

Sat, 05 Jan 2008 13:01:01

Following advice from several financial magazines. Heebner's 70% vs. S&P's close to 0% 2007 gain.

Related Stocks: CGMFX

JORNX

Thu, 03 Jan 2008 11:01:15

Good and consistent returns. Added more to what was previously underinvested.

Related Stocks: JORNX

TRIGX

Thu, 03 Jan 2008 09:01:12

Sold - lacking in performance compared to MCHFX which will be the replacement.

Related Stocks: TRIGX

EMS

Thu, 03 Jan 2008 09:01:04

Sold; lacking in performance. Took 40% and ran for JORNX and VEIEX.

Related Stocks: EMS

JORNX

Wed, 12 Dec 2007 08:12:15

Good performer for American market. Will probably buy more eventually.

Related Stocks: JORNX

SCHW

Wed, 28 Nov 2007 07:11:29

Upside: good long-term holding with solid return. Downside: Price stalling around $23 a share for past few months.

Related Stocks: SCHW

MCHFX Watchlist idea

Wed, 28 Nov 2007 07:11:46

Top of the list for next year's positioning. Top rated, top return fund as reccomnded by Chuck.

Related Stocks: MCHFX

TRRJX

Wed, 28 Nov 2007 07:11:46

Upside: Solid return, cheap, makes its own transition based on retirement needs. Downside: Not meant to be sold anytime soon.

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TRIGX

Wed, 28 Nov 2007 07:11:23

Upside: Steady return, low expense. Downside: I've found better once since I bought it.

Related Stocks: TRIGX

PBR

Wed, 28 Nov 2007 07:11:28

Upside: High return, competing in a good market. Downside: Volatile!

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PRGFX

Wed, 28 Nov 2007 07:11:13

Upside: Low risk. Downside: Low return. Intend to sell soon.

Related Stocks: PRGFX

NEWC

Wed, 28 Nov 2007 07:11:28

Upside: Something to write off a capital loss before 12/31. Downside: Should have invested the day it originally crashed. Next day posted %100 increase.

Related Stocks: NEWCQ

EMS

Wed, 28 Nov 2007 07:11:22

Upside: Medical transport is a growing need, this is a growing company. Downside: Smaller cap and return is sporadic.

Related Stocks: EMS

PRLAX

Wed, 28 Nov 2007 07:11:15

Upside: High performance, low expense fund. Currently the muscle of my portfolio. Downside: More volatile than U.S. markets but only a problem if I were to need the money in the short term.

Related Stocks: PRLAX