Sunday, October 19, 2014

My Frugal Freedom Fund

I finally created my very own motif at Motif Investing. I didn't open the account in the Creator Royalty Program, which is a program for reselling your motif. If someone bought my motif, I could receive $1.00, however,  my motif is not for sale and I am not interested selling it. I am only interested in discussing the stocks that are in the motif. I will be posting about the stocks in the coming days. As I said before, I opened the account for $275 for 30 stocks and the commission was $9.99, what a bargain. I named my motif the Frugal Freedom Fund.

I am invested in 30 companies as of October 20, 2014.

Strategy
The strategy is to beat the S&P 500 and triple my money in 5 years, with long-term investing and re-investing dividends.

The Returns (simulated from past performance)
1 Week Return is 1.9% - (better than the banks monthly interest, beat the S&P)
3 Month Return is 2.00% - (beat the S&P, which was down - 3.8%)
1 Year Return is 19.2% - (not bad, I love anything over 18%, beat the S&P)
5 Year Return is 201.5% - (OUTSTANDING! tripled! beat the S&P!)

Dividend
Dividend Yield is 10.7% - (the added bonus, the constant)

I posted the returns on my motif below. They are quite brilliant if I must say so myself.
1 Week

3 Months
1 Year
5 Year


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