Introducing UltraRetirement, For Our 'Aged To Perfection' Crowd
Yeah, I'm back at it again. This time I thought I would take the approach of what would I buy if I were creating a Roth IRA for retirement and wanted to put a bunch of companies in there that should grow in value, outperform inflation and provide solid dividends. I tried to mix a bit of growth and value, a nice allottment of dividend paying companies and a good breadth of local and global companies. There were no set qualifications in this portfolio but common themes include companies which are leaders in their field and which have been steadily growing their shareholder equity for years. There will be riskier companies in here but they will be FAR outweighed by stable cash cows. I'm looking for this portfolio to be an outlet for most of my safer and considerably longer-term ideas and with that there will be very little trading going on. I'm aiming to have minimal downswings during poor economic times and steady gains during economic booms. I'm sort of curious as to whether this portfolio will be able to outperform the S&P 500 collectively over the first year or two but I do expect long-term outperformance which is what I've geared this for. I have not ruled out the possibility of shorts in this portfolio but I have at present only included long opportunities. Keep in mind as always and with my other outlet portfolios like UltraCrap and UltraOlympus that these are merely idea centers and I am not nearly as active in following these portfolios so don't go mortgaging the entire house on my ideas, do your own research and make your own decisions.
So without further adieu, I give to you, UltraRetirement!http://caps.fool.com/player/ultraretirement.aspx