Word: portfolio
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With wholesale prices rising briskly and consumer costs creeping up, investors are rushing to protect their money from inflation. This season's favorite hedge: Treasury inflation-protected securities, or TIPS, which do what their name suggests and provide great portfolio diversification to boot. The bad news is that investors have been clamoring for TIPS so enthusiastically that they have bid up prices, making TIPS less attractive for the time being...
...Corporations like Pepsico look at the obesity epidemic as a business opportunity. Michelle Rosen, Senior Director at McDonald?s said that they needed to add ?more food choices to their balanced portfolio.? Since McDonald?s relaunched their salad campaign last year they?ve served over 200 million salads. Sliced apples and 1% milk are the next menu additions...
...than $860 billion - up from $456 billion five years ago. To be sure, hedge funds still account for less than 1% of assets under management worldwide. But a Goldman Sachs?Russell Investment Group study released in 2003 forecast that the percentage of European institutions investing some part of their portfolio in hedge funds will rise from 21% in 2003 to 50% in 2005. What's the attraction? Huge returns. In 2003, hedge funds globally returned an estimated 13%, with a projection to do the same this year. That's more than double the projected return for equities. "We're looking...
...rates rising, some investors are suddenly avoiding real estate like a termite-infested house. Last month the average real estate investment trust (REIT) fell 15%. Yet if the past few years have taught us anything, it's that a slug of real estate lends tremendous stability to an investment portfolio. So don't fall victim to the rate jitters. REITs can thrive so long as any interest-rate climb is slow and takes place over an extended period, says Christopher Haley, a REIT analyst at Wachovia Securities. And that's just the scenario many economists anticipate, as the rebounding economy...
...want to sell. Because the run-up in real estate has been so brisk, this asset class may now occupy too much of your overall investment mix. Excluding the roof over your head, a reasonable allocation to real estate is 5% to 10%. In the past 10 years, a portfolio of half bonds and half stocks would have turned $10,000 into $30,056. But a portfolio of 10% REITs, 49% stocks and 41% bonds would have risen...