Presidential Portfolio Makeover: GOP Candidate George W. Bush
Next month, Americans (those that vote, in any event) will head to the polls to choose a new chief executive. The major candidates and their running mates are pledging to steward the nation through continued prosperity and fiscal health. To determine which candidate is best suited to run the nation's fiscal engine, TheStreet.com examined how the candidates handle their own financial house, and huddled with professional financial planners to hear their thoughts. The planners had some advice for the candidates on how to improve their portfolios. So this week, we're running the advisers' presidential portfolio makeovers of the major candidates, as well as the Republican and Democratic vice presidential contenders. We examined Al Gore's portfolio Monday. Tuesday, we check out the holdings of Republican candidate George W. Bush.
| Presidential Portfolio: Republican Presidential Candidate George W. Bush |
| Estimated Net Worth: $16.9 million |
| Current Allocation: 56% fixed income, 21% equities, 17% real estate, 6% cash. |
| Investment Recommendation: Boost equities to 60% from 21%. |
| Adviser: Brian Friedman, an investment manager at GHP Investment Advisors |
| Stock Holdings: GE, Intel, Lucent, others. |
| Source: opensecrets.org |
| Bush League The 40 stocks owned by George W. | |||
| Amarco Resources | Cornerstone Properties | Kimberly Clark | PepsiCo |
| AT&T | Duke Energy | Lucent | Polaroid |
| BP Amoco | ExxonMobil | Medtronic | Procter & Gamble |
| Baxter International | FPL Group | Microsoft | Schering Plough |
| Caledonian Offshore | Ford Motor | MCI Capital | Starwood Hotels |
| Chase Manhattan | General Electric | Newmont Mining | Exploration Co. |
| Cinergy | Hartford Financial | Nisource | Walt Disney |
| CMS Energy | IBM | Parallel Petroleum | Warner Lambert |
| Colorado Wyoming Reserve | Intel | Pennzenergy | Wells Fargo |
| Compaq Computer | Ipalco Entertainment | Pennzoil Quaker State | Xerox |
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