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The Bar Mitzvah Portfolio: Finance Professor

Stocks in this article: AAPL MCD

My wife, my kids and I have attended many B'nai Mitzvot (plural of Bar or Bat Mitzvah), nearly every weekend, over the course of the past several months. I always get asked the question:

"What should we do with the child's gift money?"

Several years ago, I devised the Bar Mitzvah portfolio. The portfolio, which I periodically update, is comprised of growth and income stocks, and I constructed it in such a way as to pique the interest of a teenager, including stocks that the beneficiary can identify with.

For example, a teenager would likely be more interested in a stock whose products he or she is familiar with, such as Apple (AAPL - Get Report), than in a stock like Olin (OLN), which I own for my client accounts at LakeView Asset Management And I wouldn't want to draw a teenager's attention to Boston Beer (SAM), even though it is one of my favorite stocks.

So here is the Bar Mitzvah Portfolio, in its current version:

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