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By EILEEN AMBROSE and EILEEN AMBROSE,SUN COLUMNIST | June 20, 2006
No question, William Richkus' portfolio is diversified. His holdings: mutual funds with corporate and municipal bonds, inflation-protected Treasuries, real estate, international stocks and small-, medium- and large-cap equities in growth and value styles. Last month, when the U.S. stock market turned in its worst performance in years, Richkus noticed something across all asset classes: Down. Down. Down. Waaaay down. "Every one of those funds declined, although to differing percentages," he e-mailed.
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BUSINESS
The Baltimore Sun | September 16, 2013
Miramar Plaza Shopping Center in Middle River has been sold for $5.2 million, announced Greysteel Co. LLC, which brokered the deal. The 37,400-square-foot center located at 901-915 Middle River Road in Baltimore County is 92 percent leased with tenants including a drive-through Dunkin Donuts. Greysteel represented the seller Vanguard Equities and found the buyer, Aasan Investment LLC. "'Bread and butter' centers like Miramar planted in dense infill locations are drawing strong competition from investors," said Gil Neuman, the Greysteel managing director who handled the sale.
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BUSINESS
By Knight-Ridder News Service | June 28, 1992
If you ever needed proof that asset-diversification works, consider this example by Dean Witter:If you invested $100,000 for 25 years in an interest-bearing product yielding 8 percent, your investment would be worth $684,850 at the end of the period, assuming all dividends were reinvested.But what would happen if you divided the $100,000 evenly among five investments -- $20,000 in each -- with the following results?* You lost every dime of the first $20,000.* You broke even on the second $20,000.
BUSINESS
By Andrea K. Walker, The Baltimore Sun | December 7, 2010
The brother of Under Armour founder Kevin Plank will sell 400,000 Class A shares in a pre-arranged trading plan. J. Scott Plank, who is also executive vice president at Under Armour, entered into the agreement Nov. 30, but the company disclosed it in a regulatory filing this week. Plank will sell up to 375,000 shares of his personal stock and 25,000 shares of the stock for his charitable foundation. He owns 2.5 million total shares and will own about 4.3 percent of the all the company shares once the sale is complete.
BUSINESS
By ANDREW LECKEY and ANDREW LECKEY,TRIBUNE MEDIA SERVICES | March 19, 2006
I've owned PepsiCo Inc. shares for some time. What do you see as their future prospects? - K.C., via the Internet Diversification gives the No. 2 soft-drink maker an edge over No. 1 Coke. Its Frito-Lay North America division accounts for roughly half of revenues on the continent. PepsiCo will launch Ben & Jerry's refrigerated milkshakes this summer. Shares of PepsiCo (PEP) are up 2 percent this year, after gains of 13 percent last year and 12 percent in 2004. Net income rose 12 percent in its most recent quarter.
BUSINESS
By EILEEN AMBROSE | September 15, 2002
WHEN SEEKING diversification, investors often buy a mutual fund because it can give them a stake in hundreds of companies. Taking diversification a step further, investors might wonder if they are better off buying several funds from one fund company or spreading their money over several fund families. The answer depends on many factors, including the fund company and its philosophy, range of investment options and one's style of investing. Financial experts generally advise not putting all your eggs into one fund family because not every fund company excels at every type of investing style, or offers a wide enough selection.
BUSINESS
By Pat Dorsey and Pat Dorsey,MORNINGSTAR.COM | April 22, 2001
For most of the past several decades, a portfolio with a mix of foreign and U.S. assets has shown better risk/reward characteristics than an all-U.S. portfolio. Recently, however, studies have shown that the benefits of international diversification may be decreasing. The most recent of these comes from a couple of economists at the International Monetary Fund. It shows that industry-specific factors have recently done a better job of explaining global stock market returns than have country-specific factors.
BUSINESS
By Pat Dorsey and Pat Dorsey,MORNINGSTAR.COM | December 10, 2000
Warning: This column is about diversification. For those of you still reading, that's the end of the bad news. The good news is that I've got some stock ideas in the hopper as well. (No pain, no gain.) The importance of diversifying in different sectors of the market is one subject I've touched on before, so no need to beat a dead horse. (Suffice it to say that anyone who thought owning nothing but big, pricey tech stocks was the way to go has learned his lesson during the past few months.
BUSINESS
March 25, 2008
Lehman Brothers Holdings Inc. Shares fell $2.01 to $46.64. An Oppenheimer analyst downgraded the shares, saying the investment bank's geographic diversification is unlikely to help significantly during the credit crunch.
BUSINESS
By CHARLES JAFFE | April 15, 2001
IT WOULD be easy to look at the first three months of 2001 and conclude that "diversification doesn't work." There were no havens in the stock market during the year's first quarter. Of the 42 categories of equity fund tracked by Lipper Inc., all but one lost money. The one winner, small-cap value, saw the average fund gain a measly 1 percent. About 92 percent of all stock funds were losers during the three months that ended March 31, which is precisely why some investors gave up on equity funds and threw as much as possible into bond and money-market funds.
BUSINESS
By Andrea K. Walker, The Baltimore Sun | November 19, 2010
The CEO of sports apparel company Under Armour plans to sell up to 1,125,000 personal Class B shares over 10 months beginning in February, according to a regulatory filing made Friday. Kevin Plank also plans to sell 125,000 shares of the company's Class B stock for his charitable organization. Plank owns 12,500,000 shares of the company's Class B stock, or about 24.5 percent of the total shares of Class A and B shares available as of Oct. 31. He owns 76.5 percent of voting stock.
BUSINESS
March 25, 2008
Lehman Brothers Holdings Inc. Shares fell $2.01 to $46.64. An Oppenheimer analyst downgraded the shares, saying the investment bank's geographic diversification is unlikely to help significantly during the credit crunch.
BUSINESS
By Kara McGuire and Kara McGuire,MINNEAPOLIS STAR TRIBUNE | October 21, 2007
Megan Wille has the bug. She began saving through her workplace 401(k) shortly after starting her job for a local advertising agency. She increased the amount withheld from her paycheck when she got a raise and now saves about 11 percent of her salary including the company match. Two years later and she has amassed nearly $6,000. "How could I have so much money saved up and I never missed it?" the 25-year-old exclaimed. She's thrilled her money is growing, but unsure that she selected the best funds: "My parents said, `Just pick a mix.' " Media planners like Wille make $40,000 to $45,000 a year, and the St. Louis Park, Minn.
BUSINESS
By CAROLYN BIGDA and CAROLYN BIGDA,TRIBUNE MEDIA SERVICES | September 2, 2007
You can take a course in calculus, Greek literature or mechanical engineering in college. But if you want to learn about budgeting and retirement planning, many schools have nothing to offer. That was the case at the Johns Hopkins University until last spring. Based on the experience of young alumni working on Wall Street, the school has begun to provide an accredited class in personal finance. "A lot of them were telling us they would have benefited from learning how to make personal financial decisions," said John C. Wierman, a professor and director of the university's Center for Leadership Education, which oversees the W. P. Carey Program in Entrepreneurship and Management.
BUSINESS
By Humberto Cruz and Humberto Cruz,Tribune Media Services | May 27, 2007
The next time I'm tempted to pontificate about asset allocation, diversification and rebalancing, I'd better explain what I mean. I have made this resolve after perusing the latest in a series of investor-knowledge surveys by American Century Investments. For years, the company's highly focused surveys have consistently exposed a basic lack of understanding of investment terms and concepts by the U.S. public. Most recently, a 10-question survey given to more than 680 Americans ages 18 to 41 found fewer than half understand the fundamental benefits of a well-diversified investment portfolio.
BUSINESS
By ANDREW LECKEY and ANDREW LECKEY,TRIBUNE MEDIA SERVICES | August 13, 2006
In risky times, investors often diversify their diversification. Just to be on the safe side, they invest in a "fund of funds." It holds an investment portfolio comprising other mutual funds, rather than invested directly in stocks, bonds or other securities. Not only have the individual funds that it holds already diversified their individual portfolios, but the fund of funds diversifies among them as well. The result is sliced, diced, flip-flopped, granulated diversification taken to the utmost degree.
BUSINESS
By JULIUS WESTHEIMER | March 30, 2001
"CONSIDER takeover candidates when investing in this increasingly difficult market," says Charles LaLoggia, editor of Superstock Investor. "Buy stocks selling below their asset values and not dependent on a rising market. "Also, be sure the stocks have fallen significantly from their highs and are largely dismissed by Wall Street analysts. Examples: Alliance Capital Management Holding LP, American States Water Co., Houghton Mifflin Co., Midway Games Inc. and Performance Group Co." BONDS OVER STOCKS: Expecting an immediate stock market rally?
BUSINESS
By Michael Enright and Michael Enright,Special to The Sun | March 11, 1991
If any corporation should appreciate the old maxim that variety is the spice of life, it's McCormick & Co., the Hunt Valley-based specialty food and seasoning manufacturer.So it's fitting that McCormick has begun a diversity management program.The program is designed to help managers become more sensitive to the vast differences they will encounter as the United States' work force grows more ethnically and culturally diverse.Indeed, 36 percent of McCormick's 7,600 employees are minorities and 41 percent are women.
BUSINESS
By EILEEN AMBROSE and EILEEN AMBROSE,SUN COLUMNIST | June 20, 2006
No question, William Richkus' portfolio is diversified. His holdings: mutual funds with corporate and municipal bonds, inflation-protected Treasuries, real estate, international stocks and small-, medium- and large-cap equities in growth and value styles. Last month, when the U.S. stock market turned in its worst performance in years, Richkus noticed something across all asset classes: Down. Down. Down. Waaaay down. "Every one of those funds declined, although to differing percentages," he e-mailed.
BUSINESS
By ANDREW LECKEY and ANDREW LECKEY,TRIBUNE MEDIA SERVICES | March 19, 2006
I've owned PepsiCo Inc. shares for some time. What do you see as their future prospects? - K.C., via the Internet Diversification gives the No. 2 soft-drink maker an edge over No. 1 Coke. Its Frito-Lay North America division accounts for roughly half of revenues on the continent. PepsiCo will launch Ben & Jerry's refrigerated milkshakes this summer. Shares of PepsiCo (PEP) are up 2 percent this year, after gains of 13 percent last year and 12 percent in 2004. Net income rose 12 percent in its most recent quarter.
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