AKA FUND (LOW RISK)Fund holds 79 positions in 27 equity sectors. COVID-19 was the reason I started this pie. The pie will adjust based on major economic events that affect us globally.
The AKA FUND holds positions related to COVID-19, securities that hedge against a recession and focused on interest rates. Defensive positions have also increased due to the continuing war between Russia and Ukraine; as well as the war between Hamas and Isreal.
CLICK TO SEE PIE DETAIL
DIVIDEND #1 (LOW RISK) Invest in companies in the below industry scetors that pay dividends minimum DIVIDEND YIELD BETWEEN 3%-5%
CLICK TO SEE PIE DETAIL
DIVIDEND #2 (LOW RISK) Invest in companies in the below industry scetors that pay dividends minimum DIVIDEND YIELD BETWEEN 3%-5%
CLICK TO SEE PIE DETAIL
EQUALLY INVESTED (HIGH RISK) This fund holds investments that are equally weighted. If 2 or more funds are different from the core holdings by 5% or more, the pie will be rebalanced to get the securities weighted evenly.
CLICK TO SEE PIE DETAIL
POPULAR FUND (HIGH RISK)Pie is not suitable for all investors and only should be considered for individuals who are interested in more risky investments. * This Pie was not available for investing until April 2021, but positions were not finalized until May 2021. This fund holds stocks that are popular with investors. Because investor sentiment changes quickly, this pie will be more actively managed than the other pies and positions will change more frequently. FOr this reason, this type of pie is only suitable for people with a high tolerance for risk as since the positions change in larger amounts more often than the other pies invested.
CLICK TO SEE PIE DETAIL
VANGUARD FUND (MEDIUM RISK) This pie is the main reason why I wanted to help others make money in the stock market. The fund is made up of my first portfolio that was at Vanguard.