Project Portfolio
-It follows my blog entries during the first year of my blog.
-I no longer am updating, I left it here for people who are reading older posts.
Click on the link : Project Portfolio Spreadsheet

The Portfolio 
-My goal is to provide a guide for the individual investor.
-Invest in solid companies, long term horizon, and low portfolio turnover.
-Updates monthly with blog entries and videos.
-I focus on dividend paying stocks, undervalued companies, and growth.
-All transactions are documented. Follow me on my Stocktwits account under the social media tab.
-Starting January 2015 a $400 deposit will be monthly just like my Roth IRA.
-Last deposit in December will be enough to equal $5500 for the year.
Click on the link : SNB Portfolio Spreadsheet

The Portfolio started June 27, 2014
All entries can be found under the label "Stocksnowball Portfolio"

June 27, 2014 Amazing History of Oil 
July 2, 2014 Target Corporation (TGT) Addition to Stocksnowball Portfolio
August 27, 2014 August 2014 Stocksnowball Portfolio Review.
December 3, 2014 Oil is in the crosshairs!


  1. Sheldon I really like the format of your Portfolio spreadsheet. A very effective planning tool imo~

  2. Awesome spreadsheet and it looks like you are set up pretty well with a good portfolio. Keep up the good work!


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