Realism in investment expectations guides prudent choices
Susan Bondy discusses how to form rational investment expectations using six risk and return factors. She advises three price projections, real returns, volatility history, income prospects, principal safety, and liquidity, then compares actual performance annually and sells if realistic returns are not met. Readers may submit questions to The Gazette.
MENTIONED IN THIS ARTICLE
Treasury
Money market yields rise in 30 day average in latest week
Money Fund Report shows the seven day average yield steady at 6.02 percent while the 30 day average nudges up to 6.01 percent. Compounded yields rise slightly with the seven day at 6.21 percent and 30 day at 6.19 percent. Total money market assets reach 1.844 trillion.
MENTIONED IN THIS ARTICLE
New York
Money Market
Money Fund Report
iMoneyNet Inc
Westboro
Mass
Money Funds
Bankrate.com
North Palm Beach
Fla
Rebalancing Your Investment Portfolio To Manage Risk
Dallas experts urge annual portfolio review to keep asset mixes aligned with risk. A sample analysis shows shifting Nasdaq weights can erode gains or cushion losses. rebalance toward 60 percent Nasdaq and 40 percent bonds to reduce downturn pain.
MENTIONED IN THIS ARTICLE
Pamela Yip
Dallas Morning News
John Rhoads
Rhoads Granden Lucca Capital Management
Dallas
Rhoads
Ibbotson Associates
Chicago
Chen
Edward Jones & Co
St. Louis
Dodee Crockett
Merrill Lynch
Investors misled by tech boom as funds flood stocks
U S mutual funds drew a record 263.6 billion in the first nine months of 2000, with 244 billion into stocks led by technology and internet shares. Bond and money market funds attracted only 19.3 billion as markets faltered from February highs and Nasdaq declined sharply by late 2000.
MENTIONED IN THIS ARTICLE
Seattle Times
U.S
Lipper
Mutual-Funds Data Company
America
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Third Ave
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Investment Company Institute
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CFP
Edward Jones
Alan Skrainka
Nan Coulter
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Lucca Capital Management
Carl Wittnebert
TrimTabs' Investment Research
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Priscilla Cole
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