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wallberg

wallberg
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ABOUT
Age 74, wife and 8 children, no college, started working at 18 and purchased company 30 years later in 1986. Revenue increase from purchase date till sale of business in 2000 or 14 years was 7 million or 8.6 million total revenue. Retired after 45 years service. I remain as Financial Advisor of the Corporate Pension Plan and Trust . Our largest holding is Apple at a cost basis of 80 per share purchased in 2008. YTD increase in fund : 16.89%
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Weekly
  • Interests: Dividend stock ideas & income, Energy stocks, Gold, Options, REITs, Retirement savings, Tech stocks
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