Updated 03/07/01

Greetings, fellow Fools. This is the Quick Fact reference page for the Motley Fool's real money stock portfolios. For complete portfolio information beyond the following facts, please visit the Hall of Portfolios Info Page, as well as each portfolio's background pages.

The Drip Portfolio

• Level: Early Intermediate Fool to Advanced Fool
• Investment style: dollar-cost-averages (invests monthly) in commission-free dividend reinvestment plans (DRPs) of leading companies
• Launched: 7/28/97
• Size at start: $500; adds $100 monthly
  
• Talk to the managers: Drip Companies and Drip Basics discussion board
• Main contacts on boards: TMF Jeff
• Performance status: Since inception, beating the S&P 500 by several percentage points.
• Holdings: INTC, JNJ, MEL, PAYX, PEP
• Useful resources: Portfolio Tracker (for tracking DRPs and other portfolios)
• Direct investing book: The Motley Fool's Investing Without a Silver Spoon, by Jeff Fischer.

• Level: Early Intermediate Fool to Advanced Fool
• Investment style: Rule Makers (typically large, industry-dominating companies)
• Launched: 2/4/98 (following three years as a model portfolio)
• Size at start: $20,000; added $2,000 every six months for one year, and now adds $500 per month.
• Talk to the managers: Rule Maker Strategy and Rule Maker Companies discussion boards
• Main contacts on board: Bill Mann (TMF Otter), Tom Gardner (TMF TomG)
• Performance status: Since inception, losing to the S&P 500 after a tough 2000.
• Holdings: AXP, CSCO, KO, GPS, JDSU, INTC, MSFT, NOK, PFE, SGP, TROW, YHOO
• More info: Rule Breakers, Rule Makers book, by David and Tom Gardner

• Level: Advanced Fool
• Investment style: Rule Breakers (typically young, top dog, first movers in important -- and often volatile -- emerging industries)
• Launched: 8/4/94
• Size at start: $50,000, plus $12,500 added quarterly beginning July 2001
• Talk to the managers: Rule Breaker Strategies, Rule Breaker Companies, and Rule Breaker Beginners discussion boards
• Main contacts on boards: David Gardner (TMF DavidG), Jeff Fischer (TMF Jeff), Tom Jacobs (TMFTom9)
• Performance status: Greatly outperforming the stock market indices.
• Holdings: AMZN, AOL, AMGN, CRA, EBAY, SBUX, MLNM, HGSI, SIRI (short)
• More info: Rule Breakers, Rule Makers book, by David and Tom Gardner
• Other useful resources: Foolish 8 Spreadsheet

• Level: �Advanced, highly volatile
  
• Investment style: Mechanical investing strategies developed by the Workshop community.
  
• Discussion Boards: �Foolish Workshop (general), Mechanical Investing (advanced research only)
  
• Main contacts on boards: TMF Elan, TMF Synchronicity, TMF AnnC
  
• Performance status: For the first two years, the portfolio consisted solely of the Foolish Four Strategy which beat the S&P 500 and Nasdaq by wide margins over that time period but lost by one third of a percentage point to the Foolish Four's benchmark strategy, the Dow. The goal of the Workshop portfolio is to whomp all indices.
  
• Launched: 12/24/98 with the Foolish Four strategy. Expanded in January 8, 2001 to include five additional, mechanical strategies.
  
• Size at start: $4000, approximately $15,300 was added 1/8/00 to accommodate the additional strategies
  
• Holdings: Vary frequently. Please see the Workshop

Your Portfolio

• Level: Have you read The 13 Steps to Investing Foolishly? Have you read (in their intended order) You Have More Than you Think and scribbled intelligently in The Motley Fool Investment Workbook? Have you read The Motley Fool Investment Guide? Finally, have you read Rule Breakers, Rule Makers?
• Investment style: Only you know best, fellow Fool
• Launched: Take your time getting started, but know that time allows you to compound your money
• Size at launch: Start with whatever you can using money that you won't need for at least 3 to 5 years
• Talk to the managers: That's you
• Talk to fellow Fools about your investments: All Fool discussion boards
• Performance status: Are you beating the S&P 500? Are you at least matching the S&P? If you do match it (before taxes), you're beating nearly 90% of the pros. If you can't match the S&P after allowing yourself 3 to 5 years to do so, you should consider investing in the S&P 500 index fund, or rethink how you're investing. Ideally you can learn greatly from the Fool portfolios' mistakes and successes.
• Holdings: Completely up to you

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