Word: portfolio
(lookup in dictionary)
(lookup stats)
Dates: all
Sort By: most recent first
(reverse)
...know whether to hit the eject button on your adviser? Securities attorney Dan Solin, author of the new book Does Your Broker Owe You Money?, notes that a good adviser should have limited your risk by keeping your investments diversified. A typical portfolio of 25% bonds and 75% stocks (spread among large-cap, mid-cap and small-cap companies in various industries) is down about 12% since the beginning of 2001. If yours is down much more, that's a red flag...
MANAGING YOUR PORTFOLIO...
...Harvard University the institution. It’s a great place and many a brilliant mind have passed through its hallowed halls,” Carlson says. “Our concern is with the Harvard Office of Planning and Real Estate, a for-profit corporation with a huge portfolio that has been wanting to build in Riverside...
Earlier this month, the Belgian-Dutch financial-services giant Fortis made a startling announcement: For the first time in its history, the value of its equity portfolio had dropped below the €12.5 billion the company paid for it. Under accounting rules the firm will have to write off the difference of about €2.1 billion. The main culprit was the group's insurance operations, whose investments have been ravaged by the cratering stock market. "We've not seen such volatility in the history of the world," says Jozef de Mey, chief executive of the Fortis AG insurance subsidiary. Wait...
...University of Texas, a small group of students is taking an unusual interest in the school's investment portfolio. Once a week, about 10 meet to look it over. They are not hunting for stock tips. What they are hunting for is companies that do substantial business with Israel. Students sympathetic to the Palestinian cause have been circulating a petition around the Austin campus since July, calling on the university to sell off the stock of those firms. "You hear President Bush calling Ariel Sharon a man of peace," says Andy Gallagher, a member of Students for Justice in Palestine...