Introducing
The Van Winkle
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.
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.
Testimonials on
Long Term Investing
Dennis & Dawn
Long-Term Investing
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
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
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
.