Word: portfolios
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...added that his individual portfolio managers fared better. In addition to Dubuque and Meyer, top money-earners include...
...This recently formed band includes Michael Bernstein (drums), formerly of Corduroy Brown and Fahreinheit; Scott Pagano (bass), formerly of Fahreinheit, JENR8r and Portfolio Seven and currently also a member of Luksuosowa and Polaroid; Barry Moon (guitar), an electronic music professor at Brown, and Rebecca, the lead singer...
...fruitful as this one turned out to be, they would have been dismissed as shameless touts. And they did get a few things right, including a national budget surplus and an enduring expansion without much inflation. But most enlightening by far is that the 57 stocks in their portfolio walloped the S&P 500 over 10 years, proving again that patience--not brilliance--is the way to prosper in the stock market...
...Shearson portfolio would have turned $10,000 into $70,341; if invested in the S&P 500, it would have grown to just $49,923, according to the Center for Research in Security Prices at the University of Chicago's graduate school of business. Incredibly, there were more than a few outright losers, including Acuson (-46%), Battle Mountain Gold (-83%), Russell Corp. (-51%) and Toys "R" Us (-29%). Many others were gross laggards (Fluor, International Paper, Kellogg, Reynolds Metals, GM). The analysts messed up by taking Pepsi (+260%) over Coke (+599%), Unilever (+165%) over Gillette (+558%). And a couple...
...higher bond yields also create opportunities for fixed-income investors. A tax swap--in which you sell a bond that has lost some of its value and then buy a similar bond in order to take a capital loss--allows you to realize the losses on your bond portfolio. "It's the first really good opportunity for a tax swap since 1994," says William Hornbarger, a fixed-income strategist at A.G. Edwards. A bond swap may not be such a good idea, though, if your loss is 5% or less, as transaction costs could erase any tax savings...