Word: portfolios
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With the DOW edging above 9000 last week, stock investors are feeling a sense of relief. Whether or not we have hit bottom, the substantial rise in prices offers a chance to breathe. You can now look at your portfolio as a whole and cover your bases--not just for future growth but for future safety...
First, rebalance your portfolio to be sure you are comfortable with your exposure to stocks. Financial planner Harold Evensky of Coral Gables, Fla., says that, on average, his balanced investors (40% bonds, 60% stocks) are down only 2% annually over the past three years. How is that possible? Bonds, small caps and value stocks kept them afloat. Reaching your equilibrium in this market may mean selling your losers on the way up or putting all or part of your new investment capital into safe alternatives to stocks and traditional bonds. In general, you should keep in a safe haven...
...derided because they tie you to a particular school or group of schools) are becoming more flexible about school choice. Kantrowitz suggests combining a prepaid plan (which does better when the economy performs poorly) with a 529 (which does the opposite) as a way to balance a college-savings portfolio...
STABLE-VALUE FUNDS If opening your 401(k) statements has become a gut-wrenching experience, you may want to shift some of your assets into a stable-value fund. With it, you are buying either a portfolio of guaranteed investment contracts or a portfolio of short-to intermediate-term bonds with an insurance feature that guarantees you will not lose money. Since 1999 the typical stable-value fund has returned more than 6% annually. This year the funds are not on track to perform quite that well. One large fund, Scudder Preservation Plus Income, is up just 3% year...
...these guys? Outside the world of leveraged-buyout firms, few know the partners of Texas Pacific--and they like it that way. Even their website is blank. Yet their $10 billion portfolio has included such names as Bally shoes, Beringer wines, Del Monte foods, Ducati motorcycles, J. Crew clothes and Petco stores--as well as Continental Airlines and America West, on whose boards some partners still hold seats...