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Posted: 11/20/2009
•Growth Portfolio•Income Portfolio •Fund Portfolio Marketwatch MarketWatch You can profit in this environment by remaining flexible and willing to suspend long-term fundamental concerns to participate in powerful cyclical rallies. That's exactly what we've done in the Growth Portfolio this year. The New Normal First Article The US economy faces serious long-term challenges, but investors can still profit from cyclical rallies and secular growth in technology and energy. Income-Plus Second Article There's more to successful income investing than buying securities with enormous yields. The secret is "income-plus." It Is Different This Time Third Article Don't dismiss emerging markets' outperformance as a chimera: This economic growth is real. Growing Overseas Growth Track Follow the example of America's largest and most venerated companies: Allocate more capital abroad. Solid Steps and a Stumble The Income Report Third quarter earnings are mostly in. The verdict on our Income Portfolio holdings: Solid dividend coverage, strong balance sheets and robust growth prospects. New Facts, New Fund Fund Focus Vanguard Energy ETF (NYSE: VDE) was one of the least-expensive energy funds available, but over the past few months the expense ratio has crept up. And tracking error relative to its index has also risen, as has its premium to NAV. Net Gains? On the Money Trying to find a better way to manage your money? Let's untangle the Web of personal finance applications. Still the King Stock Update In the first nine months of 2009, Chinese imports of thermal and coking coal rose 167 percent and 400 percent, respectively. And India will rely heavily on coal imports to feed its rising domestic consumption of electricity. Georgia on FDIC's Mind Capsule Advisory Now that legislators and regulators have stabilized the nation's 19 largest banks, talk of systemic risk has shifted from the national level to the state level. A Smarter Grid Web Exclusive Capsule Advisory One hundred projects across 49 states will receive USD3.4 billion in federal stimulus funds over the next several months for the purpose of building a "smart" power grid. The money is slated to be disbursed in 60 days and will augment USD4.7 billion already being spent by utilities with the cooperation of state regulators. |
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The three major US indexes traded lower dragged down by the energy sector due to unfavorable commodity prices. ... more
Although most global markets performed poorly amid last year's financial crisis, global economies didn't follow the same path. And as credit markets began to heal this year, some countries have been far quicker to recover than others. ... more
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