Published Sat, 02 Sep 2017 07:38:24 -0400 on Seeking Alpha
Introduction: Why this is a separate portfolio The focus of this portfolio has always been more aggressive than the core portfolio. The investment held for the longest period of time, and the only one that has reached the maximum dollar value guideline used to manage these portfolios, is an aggressive growth mutual fund. It was originally, and for a long time, the only holding in this portfolio. That fund was virtually a technology fund during the build up to the Internet bubble, and, not surprisingly, its performance took off during the '90s.
It hit the dollar maximum limitation resulting in sales of mutual fund shares a number of times, especially late in the Internet bubble. The proceeds were used to purchase some stocks discussed below and a "parking lot" position in Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B). Funds were also taken out of the stock portfolio to purchase long-dated, inflation-indexed Treasuries. This portfolio was not restricted to 100% common stocks like the Widows' and Orphans' Portfolio. The Treasuries resulted in significant capital gains when the Federal Reserve decided to drive interest rates down in response to the housing bust.
Until they were sold, the Treasuries provided interest payments that were used to purchase some stocks in this portfolio. More recently, some of the Berkshire Hathaway stock has been liquidated in order to purchase dividend-paying stocks. It took some time for the mutual fund to recover from the... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|UNITED PARCEL SERVICE||115.22||21.1||5.47||3.84||3.34|
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