Word: portfolios
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Dates: during 2000-2009
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...spokesperson for Summers said that Summers believes the University must have a research portfolio balanced between large-scale collaborative projects and “individual investigator science...
...days after she sold about $228,000 of ImClone stock. It was a decision she made grudgingly, according to testimony given to the SEC by Stewart's broker at Merrill Lynch, Peter Bacanovic, because it meant admitting she was wrong. Bacanovic said he and Stewart had reviewed her entire portfolio in a pre-Christmas session of tax planning and disagreed about what to do with her 3,928 shares of ImClone. "She wanted to hold the stock, and I challenged that by saying, 'The stock has been declining. Why would you hold it? Why are you holding this, considering...
Instead, federal prosecutors are pursuing the claim that Stewart and Bacanovic lied about the trade and faked evidence turned over to prosecutors. The notes Bacanovic made of the portfolio review, for example, include the notation "@60" next to ImClone in blue ink. Prosecutors say that ink is "scientifically distinguishable" from the blue writing on the rest of the page, so it must have been added to bolster the alibi. "That, a jury can understand," says Martin Pollner, a defense lawyer at Loeb & Loeb in New York City. Prosecutors say Stewart altered evidence too. The indictment alleges that she changed...
...your investments Financial advisers say Lake's approach is just right. His regular payments - which allow him to buy fewer shares when prices are high but more when they fall - mean he is effectively "euro-cost averaging," considered the most productive approach. Equities make up about 60% of his portfolio - suitable for his age. The rule of thumb: people in their 20s and 30s should have about 80% equities in their portfolio, 15% fixed-interest products (such as bonds) and 5% exposure to commodities or real-estate vehicles. By the time they hit their mid-50s, they should have rebalanced...
...It’s really just no longer part of the portfolio,” Cohn says...