Tag Archives: money tree portfolio

Money Tree Portfolio Update: Added TGT, gain so far 20.2%

These past few weeks have been quite busy and a lot of volatility has encountered the market. For the money tree portfolio, I decided to trim positions in SO and T as I am more focused on stocks that are underpriced, present higher growth, yet have a generous dividend yield. Event driven concerns create environments… Read More »

Money Tree Portfolio Gained 9.4% in 4 months!

Hey guys, I just wanted to give you an update on the money tree portfolio. So far the fund gained 9.4% (without including dividends) since the inception date of March 5, 2013. Wow. This portfolio reflects my philosophy of value investing and dividend investing. I select stocks that I think have a sustainable competitive advantage… Read More »