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The 'Supercash' PortfolioBy combining various low-risk funds with distinctly different investment practices, it's possible to design a portfolio with less risk than an all-stock or all-bond portfolio, but greater returns than a risk-free money-market fund.
ALLO- TOTAL
FUND CATEGORY CATION RETURN* RISK** BETA***
STRONG ADVANTAGE ULTRASHORT BOND 30% 7.4% 0.5% 0.04%
VANGUARD F/I GNMA INTERM. GOVT. 30 9.4 3.3 0.81
LINDNER DIVIDEND DOMESTIC HYBRID 20 12.4 6.1 0.34
SOGEN INTERNATIONAL INT'L. HYBRID 20 12.3 6.0 0.39
TOTAL PORTFOLIO 100 10.0 3.5 NA
* Average annual; Jan. 1989-Feb. 1998 ** Variability of return as measured by standard deviation *** Strong and Vanguard funds calculated vs. the Lehman Bros. Aggregate Bond Index; Lindner and SoGen calculated vs. the S&P 500 NA=Not available
DATA: VALUE LINE MUTUAL FUND SURVEY, INVESTORS FASTTRACK, BUSINESS WEEK
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Updated Apr. 2, 1998 by bwwebmaster
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