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My Portfolio

Guzzo the Contrarian's Portfolio
Source: Cartoons by Harley Schwadron

1. Cash Positions:

  • Multiple CDs, savings accounts, and checking account
  • Vanguard Prime Money Market Fund (VMMXX)
  • Series I Savings Bonds

2. Thrift Savings Plan: 100% Lifecycle 2030 Fund

3. Retirement Funds (Roth, Rollover & Traditional IRAs): 100% VTTVX

4. 529-Plan: 100% Vanguard Aggressive Growth Portfolio

5. The Guzzo Gift Fund: 100% FSTMX

6. Individual Stock Holdings: (Vanguard Brokerage Services)

  • (CARE) Carter Bank & Trust
  • (CZBS) Citizens Bancshares Corporation
  • (DFS) Discover Financial Services
  • (DISK) Image Entertainment
  • (KND) Kindred Healthcare, Inc.
  • (MFBP) M&F Bancorp, Inc.
  • (PNW) Pinnacle West Capital Corporation
  • (SSFC) South Street Financial Corporation
  • (UYG) Ultra Financials ProShares
  • (UWHR) Uwharrie Capital Corporation