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Introducing

The Van Winkle Portfolio

This is a portfolio for investors who have time on their side. Time eliminates almost all risk.

Who is Rip Van Winkle?

Washington Irving, published in The Sketch Book in 1819–20. Though set in the Dutch culture of pre-Revolutionary War New York state, the story of Rip Van Winkle is who wanders into the Catskill Mountains,...It tells the story of Rip, a lazy, congenial farmer in colonial America who, eager to avoid the nagging of his sour-spirited wife, goes rambling in the Catskill Mountains. He encounters an odd little man lugging a cask up a ravine. More strange men, a game of bowling, a drink of liquor, and Rip falls asleep. When he awakes, he has the surprise of his life. He fell asleep for 20 years and woke up to find big things happened.
 

Dawn & Marcus

Van Winkle Philosophy

Why Did We Name the Portfolio After Him?

How does this relate to the portfolio?

This is a portfolio for investors who have time on their side.  Time eliminates almost all risk.  

While we don’t promote the lazy attitude of Rip Van Winkle, we do promote the idea of a relaxed attitude in investing your money, closing your eyes for a couple of decades and wake up with much more than you invested.  Sometimes you just have to leave stocks alone to do their thing.  Some will go to zero and most will grow, just like a tree if you don’t chop it down too soon. 

Gary & Carolyn Greenfield

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Gary & Carolyn Greenfield

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Mark Thompson

Van Winkle Portfolio

Dennis & Dawn

Long-Term Investing

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Savvy Sarah vs. Party Jane

See a projection of two 20-year-old investors each earning 8%.
Find out why Jane will never catch up with Sarah

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Savvy Sarah

Starts saving $2,000 a year at age 20

Stops adding money at age 28

It earns 8% on average

Age 65: $396,221

She added $2,000 a year for 8 years or $16,000

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Party Jane

Starts saving 8 years later at age 29

Continues to add through age 65

It earns 8% on average

Age 65: $406,141

She added $2,000 a year for 36 years or $72,000

“We promise Honesty Above All Else – Accessibility – Experience – Personalized Service – Calming Guidance.”

- Dennis Nelson

Type of stock the manager looks for

  •  Disruptive and innovated stocks that may not get much attention initially
  •  Undervalued stocks
  •  Typically they are low priced
  •  Typically they are a company who is on the cutting edge of the new economy

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