Word: portfolio
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Investors should lighten up on bonds, which lose value as inflation rises. You also might want to shift 5% to 10% of your portfolio into commodities to take advantage of the first robust market for raw materials in a quarter century. How do you do that? Leave actual pork-belly trading to the pros. You can brace for inflation with mutual funds that invest directly in commodities, like Pimco Commodity RealReturn Strategy (up 43% in the past 12 months) and Oppenheimer Real Asset (up 35%). Funds that invest in stocks of companies in the raw-materials business include T. Rowe...
...alternative is muni mutual funds. You pay an average 1.09% in management and other fees each year, but you receive a diversified portfolio in return. Many muni funds buy nationally, though a fair number specialize in munis from specific states, particularly high-tax states such as California and New York, which are generally best for folks living there...
...shared internal portfolio numbers and the benchmarks against which the often lofty bonuses of Harvard’s fund managers are calculated...
...waiting room on the day of her first interview, Horan huddled around a small table along with a bevy of generic applicants—each wearing a black suit, holding a black portfolio and feigning a toothy smile. She remembers that the other applicants were discussing that day’s federal funds rate. “There was a certain sense of camaraderie, but in a very Harvard way,” she says. “It was a game of ‘I’ll tell you the rate, but only if I make...
...rates came down. It was the year for the really stressed-out companies to recover. Dividend stocks will do better now. Take a company like Procter & Gamble, yielding 1.8%. It increases its dividend every year. This is a large, seasoned company. You might be better off, in a diversified portfolio, having that rather than a money-market fund...