NavyCS Long Term Plan for Giving

NavyCS Industrial Average

March 9th, 2009

Announcing the NavyCS Industrial Average (NIA)!

A downturn in the economy does not equal a downturn in the need for charities support. Each one of us should have a plan for distributing a portion of our funds to charities. It is with that thought Bonnie and I have decided to create NIA.

The NIA is a group of stocks we purchased, hopefully near the yearly lows, that we will use as a guide to determine how much money we will donate to Project Valour IT this year.

Investing in the stock market now?!
Yes! I think some companies are under-valued, they might not be at the bottom right now but the fall won’t kill ya from here. We hope our NIA investments will start to show gains over the short term (6 months to 2 years). We’ll have fun tracking our equity investments (listed below) over the next few months and beyond.

Soldiers Angel’s has been designated a 501(c)(3) non-profit charity by the IRS, so direct donations to Soldiers’ Angels are deductible to the extent allowed by law. “Project Valour IT” helps provide voice-controlled/adaptive laptop computers and other technology to support Soldiers, Sailors, Airmen and Marines recovering from hand wounds and other severe injuries.

Our investment into the NIA stocks: $2215.62 The starting NIA index is 83.21 which is the sum of one stock from each listed below. The NIA will be displayed and updated (weekly) in my blog’s navigation Bar and will be used only as an indicator of success because each stock isn’t equally funded.

Thanksgiving Day will be each year’s payout date. No matter which way the stocks go we pledge a minimum of $100 or 10% of the NIA cash gain (to include dividends), which ever is greater, in the name of the Navy Blogosphere.

The NIA portfolio:
• BP PLC (BP:NYSE)
• CVS Caremark Corp (CVS:NYSE)
• ALCOA Inc (AA:NYSE)
• Total System Services Inc (TSS:NYSE)

Our investment into the troubled financials (fingers crossed ):

• Bank Of America Corp (BAC:NYSE)
• Synovus Financial Corp (SNV:NYSE)

Times are difficult for sure but, we are Americans and our hearts will never shrink even if our bank accounts do!

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