To Our Subscribers March 3, 2007
What a week! For the month of February, the Dow, S&P and NASDAQ each lost 4.3% from the start to the end of the month. The Dow went from 12,653 to 12,114. The S&P went from 1,448 to 1,387 and the NASDAQ went from 2,475 to 2,368.
How did the Income Planner portfolios do? I wish we could say that we were able to avoid all of the carnage, however, we did very well considering. The preliminary figures are as follows:
| Portfolio |
Conservative |
Moderate |
Aggressive |
| |
|
|
|
| $ 20,000 |
(-1.4%) |
(-4.2%) |
(-3.1%) |
| $ 50,000 |
(-1.1%) |
(-2.0%) |
(-0.7%) |
| $100,000 |
(-2.7%) |
(-2.0%) |
(-0.6%) |
Monthly and/or quarterly dividends that were paid out during the month helped to soften the blow. For those new to this web site, Income Planner's portfolios have a start date of February 2, 2007. Had we waited a month, we could have bought most of our positions for a slightly lower price. However, that allows those who are just starting out or those who have some extra funds to invest, an opportunity to purchase the same securities and receive a slightly higher yield than last month.
Also, I have included a new page in the portfolio section titled "My dividend holdings" for the subscribers that wanted to know what else I had invested in besides the selections I had made in the current portfolios.
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