1. Although the list includes fund favorites in several categories, Morningstar warns that it should not be viewed as a model portfolio. 2. And Almaguer says the returns have been much more volatile than with the model portfolio that included junk bonds. 3. As for that model portfolio, I am unenthusiastic. 4. At present, Wheat First has the second-most aggressive stock allocation among the model portfolios of Wall Street strategists. 5. -- HSBC James Capel reduced the proportion of Brazilian stocks in its model Latin American portfolio, while raising its allocation for Mexican and Peruvian stocks. 6. Absent that particular trade, the performance of the model portfolios in his letter would have been much closer to that of his funds. 7. But the Gilder Technology Report, like other stock letters, presents a model portfolio of favored stocks. 8. For Love, a former money manager himself, the allocations are only useful if backed up with a model portfolio of actual stocks. 9. Good news for Case was bad news for HFS Inc. Morgan Stanley dumped the franchiser to room for Case in its model portfolio. 10. He kept the stock in his model portfolio. |