Word: portfolio
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Dates: during 1990-1999
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...added that his individual portfolio managers fared better. In addition to Dubuque and Meyer, top money-earners include...
...David Mittelman, $8.95 million, working in fixed-income portfolio...
...This recently formed band includes Michael Bernstein (drums), formerly of Corduroy Brown and Fahreinheit; Scott Pagano (bass), formerly of Fahreinheit, JENR8r and Portfolio Seven and currently also a member of Luksuosowa and Polaroid; Barry Moon (guitar), an electronic music professor at Brown, and Rebecca, the lead singer...
...Shearson portfolio would have turned $10,000 into $70,341; if invested in the S&P 500, it would have grown to just $49,923, according to the Center for Research in Security Prices at the University of Chicago's graduate school of business. Incredibly, there were more than a few outright losers, including Acuson (-46%), Battle Mountain Gold (-83%), Russell Corp. (-51%) and Toys "R" Us (-29%). Many others were gross laggards (Fluor, International Paper, Kellogg, Reynolds Metals, GM). The analysts messed up by taking Pepsi (+260%) over Coke (+599%), Unilever (+165%) over Gillette (+558%). And a couple...
...higher bond yields also create opportunities for fixed-income investors. A tax swap--in which you sell a bond that has lost some of its value and then buy a similar bond in order to take a capital loss--allows you to realize the losses on your bond portfolio. "It's the first really good opportunity for a tax swap since 1994," says William Hornbarger, a fixed-income strategist at A.G. Edwards. A bond swap may not be such a good idea, though, if your loss is 5% or less, as transaction costs could erase any tax savings...