Investing For Your Security

Social Security reform, market fluctuations, and inflationary pressures mean you've got to take an active role in securing your finances. Our expert panel of money managers tells you what to do with your money now.

hit positive territory. Mutual fund and ETF selections from bond guru Valerie Mosley Diamond of Wellington Management Co. were up marginally. And Derek Batts of Union Heritage was the only stock picker in the black. Stephen Coleman of Daedalus Capital L.L.C. and Drake Craig of Atlanta Life Investment Advisors suffered double-digit losses.

Valerie Mosley Diam
ond
Wellington Management Co.
Company (Ticker) Current Price* Price at Recommendation** Total Return Current Value $1,000 Investment
Vanguard High-Yield Fund (VWEHX) $6.39 $6.00 6.50% $1,065.00
Select Sector SPDR Financial (XLF) 29.52 28.19 4.72 1,047.18
Select Sector SPDR Technology (XLK) 19.78 20.86 -5.18 948.23

Portfolio Performance 2.01% Current Value of $3,000 Investment $3,060.41

Drake Craig Atlanta Life Investment Advisors
Company (Exchange: Ticker) Current Price* Price at Recommendation** TotalReturn Current Value $1,000 Investment
UTStarcom Inc. (NASDAQ: UTSI) $16.17 $34.71 -53.41% $465.86
Legg Mason Inc.*** (NYSE: LM ) 75.15 57.05 31.73 1,317.27
Pfizer Inc. (NYSE: PFE) 24.35 35.85 -32.08 679.22

Portfolio Performance -17.92% Current Value of $3,000 Investment $2,462.34

Derek Batts Union Heritage
Company (Exchange: Ticker) Current Price* Price at Recommendation** Total Return Current Value $1,000 Investment
Abbott Laboratories (NYSE: ABT) $45.27 $39.97 13.26% $1,132.60
Kellogg Co. (NYSE: K ) 45.29 37.10 22.08 1,220.75
Fannie Mae (NYSE: FNM) 64.02 74.46 -14.02 859.79859.79

Portfolio Performance 7.10% Current Value of $3,000 Investment $3,213.14

Stephen Coleman Daedalus Capital L.L.C.
Company (Exchange: Ticker) CurrentPrice* Price at Recommendation** Total Return Current Value $1,000 Investment
Nortel Networks Corp (NYSE: NT) $3.13 $6.46 -51.55% $484.52
Charter Comm. Inc. (NASDAQ: CHTR ) 1.65 4.78 -65.48 345.19
Wireless Facilities Inc. (NASDAQ: WFII) 8.44 14.80 -42.97 570.27859.79
         

Portfolio Performance -53.33% Current Value of $3,000 Investment $1,399.98

*as of Jan. 28, 2005
**as of Jan. 28, 2004
***Legg Mason executed a 3 for 2 stock split on Sept. 27, 2004.
Total return reflects stock appreciation and includes stock splits and dividends.
Source: Yahoo! Finance

 

 

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