Wealth Protection Strategies for the Average Investor

Our panel of expert financial advisers tells you what to do with your portfolio in the post-Greenspan era

no loads. [All have] long-term managers in place and relatively low minimum initial investments. In the international sector, Harbor International always does a great job. If you [look at] the research, that will make it easy for you to see why I picked them.”
*As Of Jan. 20, 2006
Source: Yahoo! Finance, David Hinson

 DALE BRYANT The Bryant Group

Fund (Ticker) Price at Recommendation* 5-Yr. Average Return
iShare MSCI E.M.I.F. (EEM) $96.86 NA**
iShare S&P Small Cap 600 Value Index (IJS) 68.50 11.84%
iShare Cohen & Steers Realty Majors (ICF) 78.31 21.56

“I would do a 90%–10% equity/fixed income split. For the 90% equity allocation, I would split it up as follows: 40% in large-cap growth because of where we are and the potential interest rate cycle, 20% in international small-cap, 20% in emerging markets, and 10% real estate investment trusts [through exchange-traded funds, or ETFs].” (ETFs are share-based investment vehicles that seek to imitate stock or bond indices.)
*As Of Jan. 20, 2006
**Fund Is Less Than 5 Years Old
Source: Yahoo! Finance; Morningstar.Com, Dale Bryant

 
UPDATE OF LAST YEAR’S PICKS
LARRY JONES NCM Capital Management

Stock (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return Current Value of $1,000 Investment
Franklin Resources Inc. (NYSE: BEN) $95.20 $64.99 46.48% $1,464.84
Schering-Plough Corp. (NYSE: SGP) 18.56 19.93 -6.87 $931.26
Walt Disney Co. (NYSE: DIS) 26.90 28.15 -4.44 $955.60
Portfolio Performance: 11.72%        
Current Value of a $3,000 Investment: $3,351.70

THEODORE PARRISH G.W. Henssler & Associates Ltd.

Stock (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return Current Value of $1,000 Investment
Pfizer Inc. (NYSE: PFE) $25.99 $24.30 6.95% $1,069.55
Affiliated Computer Services (NYSE: ACS) 62.35 52.05 19.79 1,197.89
Walt Disney (NYSE: DIS) 26.90 28.15 -4.44 955.60
Portfolio Performance: 7.43%        
Current Value of a $3,000 Investment: $3,223.03

BRIAN JEFFRIES Ambassador Capital Management

Fund (Ticker) Recent Price* Price at Recommendation** Total Return Current Value of $1,000 Investment
Munder Intermediate Bond A (MUMAX) $9.20 $9.53 -3.46% $965.37
Munder Tax-Free Short Inter. Bond A (MUTAX) 10.12 10.40 -2
.69
973.08
Dreyfuss Intermediate Municipal Bond (DITEX) 13.31 13.56 -1.84 981.56
Portfolio Performance: -2.67%        
Current Value of a $3,000 Investment: $2,920.01


MICHAEL RAY
Legg Mason Funds Management

Stock (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return Current Value of $1,000 Investment
Citigroup (NYSE: C) $45.37 $47.51 -4.5 $954.96
General Electric (NYSE: GE) 32.46 35.13 -7.6 924.00
Nextel Comm. (Nasdaq: NXTL) *** 30.03 28.59 5.04 1,050.37
Portfolio Performance: -2.36%        
Current Value of a $3,000 Investment: $2,929.33

*AS OF JAN 20, 2006
**AS OF JAN 21, 2005
***SPRINT MERGED WITH NEXTEL ON AUG. 15, 2005
SOURCE: YAHOO! FINANCE

Pages: 1 2 3 4 5 6 7
ACROSS THE WEB