Search Details

Word: portfolios (lookup in dictionary) (lookup stats)
Dates: during 2000-2009
Sort By: most recent first (reverse)


Usage:

...securities that are misunderstood," he says. "We'll tend to have stocks that look like they have poor characteristics, but when you dig a lot deeper, they don't." He said many of these companies have "temporary issues" that will go away and lead to higher stock performance. His portfolio trades at less than 10 times earnings, which is not overvalued, Majcher contends. "The portolio trades at less than 10 times earnings and the market trades significantly higher than that - usually 14 or 15 times...

Author: /time Magazine | Title: Many Mutual Funds Are Up 50% in '09 — but Beware | 12/7/2009 | See Source »

...also noted that he's been managing the portfolio since 1999, which should wipe out concerns about "short tenures...

Author: /time Magazine | Title: Many Mutual Funds Are Up 50% in '09 — but Beware | 12/7/2009 | See Source »

...example of a fund that performed strongly in 2009 and remains a good bet for 2010. The fund is up 71% so far in 2009 and "scored positively on S&P Fair Value and for its low-cost factors-components in the S&P fund ranking." The fund's portfolio manager, Mark Oelschlager, says his fund always seeks out stocks based on valuation and long-term investment. His fund started moving into cyclical stocks and increasing risk late last year at a time when "fear was rampant" in the market because "it was mispriced," he says...

Author: /time Magazine | Title: Many Mutual Funds Are Up 50% in '09 — but Beware | 12/7/2009 | See Source »

Oelschlager also noted that his firm keeps a low expense ratio, keeps trading costs down and manages its portfolio in a tax-efficient manner...

Author: /time Magazine | Title: Many Mutual Funds Are Up 50% in '09 — but Beware | 12/7/2009 | See Source »

...could buy stock in gold-mining companies, but that added a layer of volatility and risk. Since 2004, however, it's been possible - through exchange-traded funds (ETFs) - to effectively own gold without the hassle of actually owning it. Gold is now something you can hold in a portfolio, like any financial asset. Lots of investors have chosen to do so. The SPDR Gold Shares ETF has assets of $40 billion, and similar ETFs around the world have another $10 billion. (See pictures of black gold...

Author: /time Magazine | Title: All That Glitters | 12/7/2009 | See Source »

| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | Next