Word: portfolios
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Dates: during 2000-2009
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...Rich, recalls the types of meetings he would have with investors just three years ago. "We'd meet with people who brought along planning proposals from our competitors, and they'd plugged in 18% yearly returns," says Bach. "For a while it was possible to back-test a hypothetical portfolio of 10 stock funds for 10 years and see those kinds of returns. So it wasn't pure fiction. But we ran our assumptions at 10% or 12%, and we never got the client." In the postbubble market, Bach says, he plugs in 6% returns and prays that...
Money needed in 10 years or more should be mostly (60% to 70%) in a well-diversified stock portfolio; if the money isn't needed for 20 years, that's where you should have 80% of your savings...
...type of portfolio we run here has to line up with Harvard’s growth objectives, its risk tolerance and its spending objectives,” Meyer said in October 1990. “I don’t think that link has been made very closely in the past...
Meyer said in an interview this week, however, that Harken may have fit the bill of HMC’s portfolio at the time of the initial investment in October...
...producing movies than in the prospect of running his family's liquor empire, Edgar Bronfman Jr. has faced his share of skeptics. One of the first, in fact, was his grandfather Samuel, a Russian immigrant to Canada who advanced from Prohibition bootlegger to spirits magnate, owner of a portfolio that included Chivas Regal Scotch and Captain Morgan rum. In a mid-1990s documentary about the family, Edgar Jr. recalled his grandfather saying, "Shirtsleeves to shirtsleeves in three generations. I'm worried about the third generation." Such doubts didn't seem to faze Edgar Jr., who years ago declared...