- Minimize trading costs and taxes by sticking to a "buy and hold" program.
- Buy when everyone else is scared to buy.
- Focus on smaller companies that are growing at a reasonable rate.
- Preference goes to dividend paying stocks.
How am I doing?
S&P 500: down 2.3%
Roth IRA: up 13.05%
Rollover IRA: up 6.2%
S&P 500: up 23.45%
Brokerage Account: up 64.29%
Roth IRA: up 12.04%
Rollover IRA: up .13%
I opened the Rollover IRA toward the end of 2009 which is why it was up just .13%. I cashed out my Brokerage Account in October 2009 to purchase a rental property. The account is still open but I have not been able to fund it yet.