Tag: Direct Investments
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Growth Stocks and Our Big Audacious Goal
If you’ve looked around our site enough, you’ll realize that we have a big audacious goal to fund a cancer research clinic with a significant eight-figure amount. This goal is far off in time, if we even make it. I’ve enlisted the younger people in this family trust to extend the timeline for growth of…
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Vanguard 500 Index Fund (VOO)
Vanguard 500 Index Fund (VOO) Fund Profile VOO seeks to track the performance of the Standard & Poor‘s 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor’s 500 Index, a widely recognized benchmark of U.S. stock market…
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Vanguard Mega Cap Growth Index Fund (MGK)
Vanguard Mega Cap Growth Index Fund (MGK) Fund Profile MGK seeks to track the performance of the CRSP U.S. Mega Cap Growth Index. The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks…
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iShares Core Dividend Growth ETF (DGRO)
iShares Core Dividend Growth ETF (DGRO) Fund Profile iShares Core Dividend Growth ETF (DGRO) seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are…
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Ares Capital Corporation (ARCC)
Ares Capital Corporation (ARCC) Company Profile Ares Capital Corporation (ARCC) is a business development company. The company specializes in the acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. ARCC prefers to make investments in companies engaged in the basic and…
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Cornerstones of our Portfolio
Over the past few days, I got our new account, “Big Bad Baa!” all set up with Level 1 options permissions at Fidelity. I started this account with a small amount of initial funding ($50,000.) Earlier today I made an initial four purchases. I plan for these to serve as cornerstones of our new and…