GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc

... interest- rate sensitivity (short, intermediate, and long), and credit quality (low, moderate, and high). Credit quality measures the financial health of the bond-issuing entity and its ability to pay ... 4.4 A Little Less Risk, Thank You 1-Year 5-Year 10-Year 199 7 199 8 199 9 2000 2001 Return Return Return Capital 23.3% 11.8% –2.8% 12.5% 4.7% –0.06% 6.4% 10.3% Income Builder Delafield 19. 7...

Ngày tải lên: 14/08/2014, 02:20

... patience for it, and many investors don’t, you can end up worse off by trying it, bagging the plan, and ending up with no strategy at all. Active allocation is a much more dynamic and flexible ... which you can’t afford some upside risk. Any age can warrant an investing offense and an invest- ing defense. on a kickoff. But generally that is their special role on the team and they d...

Ngày tải lên: 14/08/2014, 02:20

... (Continued) 199 6 199 7 199 8 199 9 2000 2001 Fund Name Category Return % Rank Return % Rank Return % Rank Return % Rank Return % Rank Return % Rank 1. FPA Capital Small Value 37.76% 8 17.70% 98 –0.42% 17 ... Diversified and World Stock Funds by A verage Annual Return over 11 Years through December 31, 2001 Average Annual Return over 199 1 199 2 199 3 199 4 199 5 Fund Name Category 1...

Ngày tải lên: 14/08/2014, 02:20

... 199 8 –7.78 1 Year Best April 199 7 through March 199 8 23.35 Worst February 199 4 through January 199 5 0.25 3 Years Best April 199 5 through March 199 8 17.22 Worst September 199 3 through August 199 6 ... of Times—Moderate Portfolio 3 Months Best September 199 8 through November 199 8 13.44% Worst June 199 8 through August 199 8 –11.00 1 Year Best April 199 7 through March 199 8 31.16 Wors...

Ngày tải lên: 14/08/2014, 02:20

... since 198 1 and has been managing money since 199 6. He was tapped to manage the Oakmark fund after his predecessor Robert Sanborn stumbled in 199 8 and 199 9. (Bill cut his teeth managing another ... February 199 4 through January 199 5 –0.46 3 Years Best January 199 5 through December 199 7 12.74 Worst August 199 7 through July 2000 6.45 Source: Morningstar. Multiyear data provided are ave...

Ngày tải lên: 14/08/2014, 02:20

... both quantitative and qualitative is- sues. We consider historical individual fund and portfolio performances and keep abreast of manager styles on an ongoing basis. Selecting Investments 2 09 Table ... Pick it and stick with it! 196 Step 9: How Ya Doin’? Table 9. 1 Quarterly Performance Report Beginning Portfolio Value on March 31, 2002 $____________________ Additions $____________...

Ngày tải lên: 14/08/2014, 02:20

... investments, 1 19 121 plan, 90 rebalancing, 198 – 199 , 211–212 static, 95 97 stocks, generally, 97 in written game plan, 207–2 09 Asset classes, 64, 75–77, 95 , 199 Asset mix, 91 Back-end loads, 145 Bankruptcy, ... 135 moderate model, 92 , 99 –100, 104–105, 1 09 110, 160–164 offense/defense balance, 90 , 115, 1 19 sample portfolios, 91 95 rebalancing, 198 – 199 , 211–212...

Ngày tải lên: 14/08/2014, 02:20