Now, on its very anniversary (oh cruel irony), the portfolio--all tech stocks--is up a puny 41%.
The fickle market can crush a stock portfolio -- if she's still around, just ask Great Grandma.
Add some performance to your portfolio--try OTC Insight risk free for one month.
"Shorting allows our portfolio-management team to take advantage of the best ideas of our 30-plus research analysts, " she says.
Tight credit controls--net charge-offs are only 4.7% of the portfolio--helped AmeriCredit survive the 1997 meltdown of the subprime lending industry.
But the company is unlikely to turn things around until it sorts out its product portfolio--and that could take another year.
The two spent hours talking at the 43-year-old Mohr's office, a book-and portfolio-filled space just off the highway in Los Gatos, Calif.
The two spent hours talking at the 43-year-old Mohr's office, a book-and portfolio-filled space just off the highway in Los Gatos, California.
Meanwhile, a small number of well-positioned players in the property management industry have developed similar portfolio-management platforms by partnering with software and controls companies.
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This story is excerpted from Automate This, How Algorithms Came to Rule Our World, a book released on Aug. 30, 2012 by Portfolio-Penguin.
At the moment, each council makes a decision on how much to allocate to each portfolio - education, transport, waste, social services and so on.
Officials are working to making the investing public aware of the diversification and portfolio-protection qualities of gold, as well as its role as an inflation hedge, Toussaint said.
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Those who like gold as a portfolio-diversifier will likely agree.
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So at the end of September 2006, as planned and with perfect 20-20 hindsight, Dr. Tooth undid nine of the ten conversions, leaving his best-performing portfolio--telecommunications, up 29%--in a Roth.
So from a volatility standpoint, rebalancing does appear to have a positive effect on a portfolio--you won't hit the same heights, but neither will you experience the same losses an untended portfolio experiences.
That ability helped him add Central TV to his growing portfolio - although some would argue it was also down to his willingness to pay a price that raised more than a few eyebrows.
That, combined with an explosion of investment choices within 529s, gives parents and grandparents an opportunity to treat their 529 holdings as part of their total portfolio--and to squeeze more tax benefits from them.
Axioma, a firm that provides risk models and portfolio-construction tools for stock investors, uses 10 factors for U.S. stocks, including exchange-rate sensitivity, debt load and momentum, or the tendency of a rallying stock to keep rallying.
Finally, to make a difference portfolio-wise trading IPOs, you typically have to be a darn good short-term market timer (tough to do) and hold a large enough allocation to make a difference (not typically a wise thing to do).
For the ING fund, the two largest at the end of last year--accounting for 8.6% of the portfolio--were units of Charter Communications, rated a lowly B2 by Moody's Investors Service, and Nextel, also a junk issuer with a Ba2 bank-loan rating.
If someone told me they wanted to buy the Vanguard Total Stock Market ETF as compared to the Vanguard Total Stock Market Total Mutual Fund--both happen to share the same portfolio--I would have no problem with that, provided they held it for the rest of their life.
Biotech has also led the market this year, and this month Collins is adding Amgen (nasdaq: AMGN - news - people ) and Genzyme General (nasdaq: GENZ - news - people ) to his portfolio--both of which are trading near their 52-week highs.
Lead plaintiffs are supposed to hire attorneys and oversee the litigation on behalf of the rest of the class, although in practice it usually works the other way around, with the lawyers using portfolio-monitoring software to identify an institutional investor with a loss and then recruiting that investor to represent the class.
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The general portfolio includes Berkshire Hathaway ( BRK.B), which pays no dividend, while the tax-managed portfolio substitutes dividend-yielding oil field services provider Schlumberger ( SLB) for Berkshire.
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Samsung has created a new and simplified system of naming its smartphones, focused on its ever-expanding portfolio of industry-leading Android devices.
ENGADGET: Samsung debuts new Galaxy lineup, refines naming strategy along the way
Our 2013 Market Outlook provides a diversified 24-stock portfolio of attractively-priced stocks, while the average yield of the group stands at 3.5%, well above the sub-2% yield on the 10-year Treasury, and even more than the 30-year!
FORBES: The Prudent Speculator's 2013 Market Outlook and Favorite Stocks
Lloyds has tried to minimise the contraction in the provision of vital credit by shrinking what it calls its non-core portfolio of assets - and in the three months to the end of March, it says it increased important lending to small businesses by a net 4%, compared with a contraction in the overall market of 4%.
Also joining Meister will be ex-Omega and Sandell portfolio manager Nick Graziano and ex-SAC Capital portfolio manager Mike Doniger.
FORBES: After Quitting on Icahn, why is Keith Meister still on the Motorola Mobility Board?
We recently analyzed the returns of a hypothetical global portfolio as well as a hypothetical US-only portfolio ( 1) over rolling 3-year periods between January 1, 1999 and December 31, 2011, with each rolling period resetting monthly (see graph below).
The portfolio co-managers for the USAGX fund, based in San Antonio, travel extensively to mines around the world.
FORBES: USAGX's Denbow Looks For Gold Stocks 'That Will Survive In Most Markets'
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