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  • ETF Retirement Strategy
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Year: 2015

Investment Club – Live or Die – Vote Now

June 15, 2015 by Mark Bates

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Minutes of the June 8, 2015 OTM investment club meeting.

June 12, 2015 by Ed Spyhalski

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Correct Phone Number…

June 8, 2015 by Roger Kobel

Join by phone

(502) 292-4847 (Louisville)

Conference ID: 53422

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OTM Market Update – Rumors of my demise are only partially correct…

June 7, 2015 by Mark Bates

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Financial Report for June 8, 2015 OTM Investment Club

June 5, 2015 by Ed Spyhalski

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Minutes from the May 11, 2015 OTM investment club meeting

May 20, 2015 by Ed Spyhalski

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Ishares Commercial Debt (CSJ) Cost Basis

May 20, 2015 by Ed Spyhalski

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Financial Report for the 5/11/2015 meeting

May 20, 2015May 11, 2015 by Ed Spyhalski

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OTM Investment Club Meeting – Monday, May 11 at 7 PM

January 21, 2021May 10, 2015 by Roger Kobel

This is a reminder of the upcoming investment club meeting at the date a time listed above.

Dial in: 502-292-4847, Conference ID: 53422

Please review the minutes from last month’s meeting prior to the call and other club-related posts. read more

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April OTM club meeting minutes

May 4, 2015 by Ed Spyhalski

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Retirement ETF Fund

[stock_market_widget type=”table-portfolio” template=”basic”  assets=”EDV,EMB,MUB,VCLT,BNDX,XLU,XLV,XLY,XLP,VNQ,GLD,XLK,FDL” fields=”symbol,change_pct” links=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” ]

Miley Growth Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]

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