Beschrijving

May 05, 2025

Objective. This is a suggested buy low and hold long portfolio. Total value of the portfolio is for a Traditional IRA or Roth Ira. The yearly contribution limit for an IRA Account is $5,500. It is suggested to hold on to the stock positions in the portfolio for a minimum of one year before selling and keeping the quantitative gains. This is a long hold strategy. The suggested time period is one full calendar year from 2024; May to 2025 June. It is suggested to use tax shelters; for example a 401k or Traditional IRA or Roth IRA.