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2021 - " Diversified Investment
Foundation " Plan |
Prepared By : |
StockMarketResearchCenter.com |
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Contact us at:
StockMarketResearchCenter @ gmail.com |
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The
Largest Producer of
Online Investment Research |
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Every Investment Portfolio should consider a
" Diversified Investment Foundation " |
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A.
Why the " Diversified
Investment Foundation " is
worthwhile and profitable . . . |
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Whether you are running your
Investment Portfolio yourself or have a Professional Adviser, don't make the
mistake of not "Measuring" your Portfolio's "Results"
with the " Diversified Investment Foundation ". It is so easy to compare your success with
that of popular and widely held Stock "DIF " used by Individuals,
Professionals, Financial Institutions, Insurance Companies, Hedge Funds,
Universities and Countries. And when you buy a " DIF ", you are
buying 173 Stocks, not just 1 Stock. |
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Every Investment Security in the
"Diversified Investment Foundation" in the following Tables is
available for you to invest in with as little as $ 5 using the new "
SLICES " Investment Tool. |
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Here are the Rates of Return of
the Stock Market " Diversified
Investment Foundation "
for 2020, the last 5 Years and last 10 Years. Compare your Investment Returns
to these " DIF " Returns . . . |
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"
Diversified Investment Foundation " Plan |
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Symbol |
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Contents |
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Number of
Stocks |
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2020 |
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Last 5 Years |
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Last 10 Years |
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Total
Return |
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Total Return |
Average
Return |
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Total Return |
Average
Return |
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Part "A" |
Stock Indexes |
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1. DIA |
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The 30 Stocks in the Dow Jones
Industrial Average |
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30 |
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8% |
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73% |
15% |
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130% |
13% |
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2. SPY |
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The 500 Stocks in the S&P 500
Index |
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500 |
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17% |
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77% |
15% |
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141% |
14% |
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3. QQQ |
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The 100 Stocks in the NASDAQ 100
Index |
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100 |
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48% |
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126% |
25% |
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212% |
21% |
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Part "B" |
Stock Sectors |
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1. SMH |
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Semiconductor Sector - includes
Taiwan, NVIVIA, ASML, Broadcom, Advanced Micro, Intel & more |
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26 |
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56% |
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189% |
38% |
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276% |
28% |
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2. XBI |
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Biotech Sector - includes
Alexion, Agios, SAGE, Ionis, TG, Kodiak, BridgeBio, Apellis, Editas &
more |
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173 |
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48% |
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94% |
19% |
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238% |
24% |
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3. XLK |
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Technology Sector - includes
Apple, Microsoft, Visa, NVIDIA, Mastercard, Pay Pal, Adobe & more |
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75 |
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43% |
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126% |
28% |
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207% |
21% |
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4. XLY |
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Consumer Discretionary Sector -
includes Amazon, Tesla, Home Depot, McDonalds, Nike & more |
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64 |
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29% |
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88% |
18% |
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184% |
18% |
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5. XRT |
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Retail Sector - includes Magnite,
Blink Charging, Sportsman, GameStop, RealReal, Vroom & more |
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96 |
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41% |
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55% |
11% |
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132% |
13% |
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6. XLV |
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Healthcare Sector - includes
J&J, UnitedHealth, Merck, Pfizer, Abbott, Thermo Fisher & more |
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64 |
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13% |
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58% |
12% |
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160% |
16% |
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Part "C" |
Active Stocks |
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1. AAPL |
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Apple |
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1 |
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81% |
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216% |
43% |
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312% |
31% |
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2. AMZN |
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Amazon |
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1 |
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76% |
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195% |
39% |
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390% |
39% |
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3. FB |
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Facebook |
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1 |
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33% |
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127% |
26% |
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310% |
31% |
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4. GOOG |
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Google |
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1 |
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31% |
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96% |
19% |
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141% |
14% |
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5. TSLA |
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Tesla |
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1 |
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743% |
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811% |
162% |
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1237% |
124% |
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6. NFLX |
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Netflix |
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1 |
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67% |
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191% |
38% |
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589% |
59% |
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" Diversified Investment
Foundation " S U M M A R Y : |
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A. Total Number of ETFs & Stocks in the "DIF"
Plan |
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15 |
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F. Total 5 Year "DIF" Rate of Return |
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2522% |
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B. Total Number of Individual Stocks in the "DIF"
Plan |
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1,134 |
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G. Average Annual "DIF" Rate of
Return for 5 Years |
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34% |
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C. Minimum Dollar Amount to Invest in "DIF
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$75 |
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H. Total 10 Year "DIF" Rate of Return |
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4659% |
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D. Total 2020 "DIF" Rate of Return |
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1334% |
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I. Average Annual "DIF" Rate of
Return for 10 Years |
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31% |
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E. Average Annual "DIF" 2020 Rate of
Return |
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42% |
( Excluding TSLA ) |
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As you can see from the
"Diversified Investment Foundation" Plan, you can invest in 1,134
individual Stocks and ETFs with as little as $75 using the new " Slices
" Investment Tool. This "DIF"
Plan returned 42% in 2020, an average annual return of 34% for the last 5
years, and an average annual return of 31% for the last 10 years. So you can
see that the "Diversified Investment Foundation" Plan has had a
very favorable return for the last 1 to 10 years. |
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B.
How the " Diversified
Investment Foundation " works
and the Year to Date 2021 Rates
of Return . . . |
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"
Diversified Investment Foundation " Plan |
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Part "A" |
Part "B" |
Part
"C" |
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1. Part Name : |
Stock " Index " Slices |
Stock " Sector " Slices |
"
Active " Stocks Slices |
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2. Contents : |
Dow 30 |
S&P 500 |
NASDAQ 100 |
Semi- conductor |
Biotech |
Tech- nology |
Consumer Discretion |
Retail |
Health- care |
Apple |
Amazon |
Facebook |
Google |
Tesla |
Netflix |
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3. Symbol
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DIA |
SPY |
QQQ |
SMH |
XBI |
XLK |
XLY |
XRT |
XLV |
AAPL |
AMZN |
FB |
GOOG |
TSLA |
NFLX |
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4. Price at start of 2021 : |
305.79 |
373.88 |
313.74 |
218.42 |
140.78 |
130.02 |
160.78 |
64.32 |
113.44 |
132.69 |
3,256.90 |
273.16 |
1,751.88 |
705.67 |
540.73 |
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5. Minimum " Slice "
Amount to Invest : |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
$5 |
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6. Fraction ( "Slice "
) of 1 Share Bot with $5 at start of 2021 : |
0.0164 |
0.0134 |
0.0159 |
0.0229 |
0.0355 |
0.0385 |
0.0311 |
0.0777 |
0.0441 |
0.0377 |
0.0015 |
0.0183 |
0.0029 |
0.0071 |
0.0092 |
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7. Recent Price |
309.97 |
382.88 |
325.42 |
240.93 |
152.56 |
132.83 |
170.1 |
74.87 |
117.59 |
139.07 |
3,292.23 |
274.5 |
1,901.05 |
846.64 |
565.17 |
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8. Current Value of your Fraction
Share : |
$ 5.07 |
$ 5.12 |
$ 5.19 |
$ 5.52 |
$ 5.42 |
$ 5.11 |
$ 5.29 |
$ 5.82 |
$ 5.18 |
$ 5.24 |
$ 5.05 |
$ 5.02 |
$ 5.43 |
$ 6.00 |
$ 5.23 |
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9. Current Profit of your
Fraction Share : |
$ 0.07 |
$ 0.12 |
$ 0.19 |
$ 0.52 |
$ 0.42 |
$ 0.11 |
$ 0.29 |
$ 0.82 |
$ 0.18 |
$ 0.24 |
$ 0.05 |
$ 0.02 |
$ 0.43 |
$ 1.00 |
$ 0.23 |
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10. Current Rate of Return of
your Fraction Share : |
1.37% |
2.41% |
3.72% |
10.31% |
8.37% |
2.16% |
5.80% |
16.40% |
3.66% |
4.81% |
1.08% |
0.49% |
8.51% |
19.98% |
4.52% |
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" Diversified Investment
Foundation " 2021 YTD S U M M A R
Y : |
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A. Total 2021 "DIF" Rate of Return |
94% |
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B. Average 2021 "DIF" Rate of Return |
6.24% |
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C. By
comparison, the Dow Jones industrial Average Rate of Return for 2021 YTD is :
1.37% and the S&P 500 Rate of Return is : 2.31%. |
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Perhaps you would like to compare your
Investment 2021 YTD Rate of Return to the "DIF" Plan . . . |
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Now is
the time to PRINT this Worksheet. Set your Printer Settings to
"Landscape" and Zero Margins |
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D. Enter
your 2021 YTD Return here : |
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E.
Subtract "D" from "B" here : |
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F. If "E" has a POSITIVE result, the
"Diversified Investment Foundation" for YTD 2021 has a HIGHER
Return than your Investment Return. The opposite is true, if "E" is
NEGATIVE. |
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" Diversified Investment
Foundation " Conclusion . . . |
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1 |
History tells us that the Stock
Market creates Wealth, especially long term Wealth. History also tells us
that being "Diversified" is crucial in Investment selection . .
.just ask the owners of General Electric. "Diversification" reduces
the risk of one Stock or one Sector declining in value due to any one of many
circumstances that could happen, like fraud, loss of contracts, legalities,
management departure, competition, etc. Financial Professionals will suggest
you insulate your existing Investment Portfolio or a new Investment Plan with
"Diversification" of Investment selection. |
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2 |
With the advent of the new
Investment Tool called " Slices " . . . Everyone who Invests in the
Stock Market can become " Diversified " with as little as $75.
Whether you already have an Investment Portfolio or are ready to construct one,
the " Diversified Investment Foundation " Plan should be considered
as your cornerstone. As indicated above, this Plan has produced a respectable
31% Average Annual Return for the last 10 years. |
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C. OK,
You are convinced . . . Lets get started . . . |
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Step No. 1 |
If you already have a Stock
Broker, call them to ask if they offer Fraction "Slice" type Buy
and Sell Orders for both Stocks & ETFs. Ask also if they charge a
commission or fee. If you do not have
a Broker, call Fidelity, Schwab, Robinhood or any of the other Brokers who
are offering the " Slice " Program. |
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Step No. 2 |
Section "B" above shows
how the "DIF" Plan has worked so far in 2021. If you already are
using the "DIF" Plan, great. If not, then now is the time to get
started. You need to decide how much of the "DIF" Plan you want to
invest in. Make sure the Broker you
are going to use will allow a $5 minimum or if they have set a higher minimum
for the " Slice " Program. |
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Step No. 3 |
Go to the online "Slice" Order Form at the Broker
and enter the first security in the "DIF" Plan, which is the Dow
Jones 30 ETF with the symbol DIA. Select "Buy", select $ Amount and
enter $5 if you want to construct the "DIF" Plan with the $75
Minimum $ Amount. If you wish to start your "DIF" Plan with $750,
then your Buy Order $ Amount will be $50 instead of $5. Next select
"Market" Price, not "Limit" Price and push Enter Order.
Continue on to the next "DIF" Plan Security which is the SPY and go
through the same process as the DIA order. Continue until you have entered
"Buy" Orders for all 15 Securities in the "DIF" Plan. |
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Step No. 4 |
Using the Order Execution data,
go to the Broker's "Watch List" or similar system and enter the
"DIF" Plan Buy Orders with the Fraction of 1 Share and Buy Price
for each of the 15 Securities. Now you can monitor the results of your "DIF" Plan each
day by looking at the total current value of the 15 Securities vs the
original $75 Buy Investment. The "Watch List" should also give you
the Rate of Return of the current value vs the original Buy Price for the
entire "DIF" Plan. |
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Note : |
We do
NOTE accept Funds to Invest. Always consult an Investment Professional when
making Investment Decisions. Consider sending this web page to your Broker
for their comments. |
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Click Here for Information about the new Investment Tool titled
"SLICES" |
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NOTE:
StockMarketResearchCenter.com is NOT a
broker, bank or financial institution and does not buy or sell
securities.
StockMarketResearchCenter.com
has no financial interest in any of the stocks mentioned here and does
not receive any compensation for mentioning any of these stocks. All the data
used to calculate ratings and scores are obtained from recognized sources but
has not been verified by us and cannot be guaranteed to be accurate or
complete. Every effort has been made to insure all data is accurate but
errors by data sources or others cannot be considered the responsibility of
StockMarketResearchCenter.com. This page is not an offer to buy or sell any
securities and any data on this page cannot be considered a recommendation to
buy or sell any security. Please consult an investment professional before
making any investment decisions. |
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Copyright:
2008 - 2021
StockMarketResearchCenter.com
All Rights Reserved |
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