Word: portfolios
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...Economy, still hovering at or about (or below) zero growth, not responding. Unemployment ticking up. Consumers, making up two-thirds of said economy, desperately needing to continue whistling past this graveyard and spend as if they still had a secure job and a solid portfolio. And now the commonly quoted date for turnaround is edging into next spring...
While failure to diversify left many Americans with too much tech exposure, brokers often gave them fair warning. If you listed your initial investment objectives as "speculative" or received a call or letter from the brokerage firm stating that your portfolio had entered Riskville, "then you're S.O.L.," says Bortner, president of the North American Securities Administrators Association (NASAA). "People need to take responsibility for their actions...
NASD has also started posting arbitration awards online, armchair reading likely to delight and discourage in equal measure. Most lawyers won't even start sniffing if you've lost less than $50,000, which means your time may be better spent finding a new broker to rebalance your portfolio. The SEC urges investors to check a broker's history before opening an account. But its Central Registration Depository won't mention any complaints that were erased as part of settlement agreements, which took care of 41% of last year's arbitration claims. NASD has been dragging its feet in drafting...
VIVA LA BOLSA A new President in Peru and a debt deal in Argentina last week helped volatile Latin American funds rise 2.4%. But the broader story is in Mexico, which with Brazil makes up 90% or so of the region's portfolio. Brazil's stock index is down 14% since January, but as an Evergreen manager says, "Mexico is on a tear." Its export gains and slower but solid growth will drive this fidgety sector through expected summer doldrums...
...When you look at them individually, they may look risky, but you need to look at them in the context of the whole portfolio,” Meyer says. “We’re pretty happy where we are right...