Zach Tripp
Zach Tripp
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Zach Tripp
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ABOUT
Certified program manager (PMP) with a background in engineering. Fundamental investor who's portfolio consists of buy-and-hold dividend growth companies, growth companies (short-term) and index fund portfolio management (retirement / long-term savings).
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- Description: Occasional investor. Trading frequency: Infrequent
- Interests: Dividend stock ideas & income, Mutual funds, REITs, Retirement savings
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FOLLOW MY 529
This blog will track the performance of my daughter’s 529 fund. I have set up a Vanguard portfolio with index funds using a 70% stock/30% bond split. I will rebalance if one funds grows to a certain value (as opposed to buying and holding). Check back regularly or subscribe for updates to see how my ...More
investment strategy does when benchmarked against an actively managed fund and against the popular age-based portfolios. I believe over the next 18 years, this “moderate” portfolio of index funds can outperform an actively managed fund and an age-based fund without requiring too much extra work.
Way too often, you see charts and graphs comparing certain funds or portfolios with certain benchmarks. It seems like the benchmarks (S&P 500, DOW, NASDAQ, etc.) always differ for yearly gains and you just never know how these comparisons are being made. Also, we all read the investment articles that talk about past performance. When you have historical data, it is easy to put together asset allocations that perform great!
This blog will test all of the theories. The same metric will be used for all comparisons. Wish me luck!
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LATEST STOCKTALK
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will be looking at Hardinge Inc. earnings today. $HDNG Looking at revenue, cash flow and continue paying down debt.
May 9, 2013
Latest Comments
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- Thanks for the great charts... on S&P 500 Snapshot: The Rally Stalls
- I only have the last 10-K i... on Altria Offers Both EPS And Dividend Growth
- Thanks for the nice article... on Altria Offers Both EPS And Dividend Growth
- I do not think the author g... on AT&T: Financial Shenanigans, Painful Truth Coming
- Q1 Rev for 2013 was $31,356... on AT&T: Financial Shenanigans, Painful Truth Coming
Latest comments on Zach's Articles
- stoxfox on Improvements To The Diversified ETF Portfolio T...
- Zach Tripp on Improvements To The Diversified ETF Portfolio T...
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- stoxfox on Improvements To The Diversified ETF Portfolio T...
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LATEST ARTICLES & INSTAPOSTS
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