Word: portfolios
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Dates: during 1990-1999
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...fruitful as this one turned out to be, they would have been dismissed as shameless touts. And they did get a few things right, including a national budget surplus and an enduring expansion without much inflation. But most enlightening by far is that the 57 stocks in their portfolio walloped the S&P 500 over 10 years, proving again that patience--not brilliance--is the way to prosper in the stock market...
Leafing through their portfolio, Fontecchio points out a scene of St. George slaying a dragon that they carved and erected for a past First Night display. That creation was nearly 40 feet high, and the team had to design special equipment to raise the already-carved blocks to that height...
...time to take stock of your investment portfolio. If you've sold securities at a gain, consider weeding out some losers--offsetting taxable gains with an equal amount of losses and taking an additional $3,000 in losses against ordinary income. The first to sell are those you've held longer than a year. Long-term losses must first be applied against long-term gains. But once those have been offset, you may apply remaining long-term losses against short-term gains, allowing you to cancel a gain taxed at as much as 39.6% with a loss that should save...
...want to do that if your IRA's value is much lower now than when you originally converted. It can save a bundle in taxes. You lose the ability to spread the tax over four years, but you can approximate that benefit by converting a fourth of your portfolio each of the next four years...
...Lexmark have all detonated recently. First, take heart. You aren't the only one dumb enough to bet on a great company during a period of unsettling sales growth and a Fed turned hostile to higher stock prices. If you haven't taken a hit in your personal portfolio, you can bet that your mutual-fund managers have their own shrapnel collection...