|
TheStreet.com
% Comp* |
TheStreet.com
Online Index* |
| FINANCE |
| Portfolio: $250,000+ |
40.7% |
267 |
| Portfolio: $500,000+ |
25% |
328 |
| SECURITES CURRENTLY OWNED |
| City/Municipal/State Bonds (owned, last 12 mo.) |
6.8% |
216 |
| Corporate Bonds (owned, last 12 mo.) |
8% |
279 |
| Money Market Funds (owned, last 12 mo.) |
43.3% |
176 |
| Mutual Fund - Corporate Bond (owned, last 12 mo.) |
5.8% |
114 |
| Mutual Fund - Foreign Stock Managed (owned, last 12 mo.) |
15.1% |
271 |
| Mutual Fund - Stock Index (owned, last 12 mo.) |
16.4% |
271 |
| Mutual Fund - Stock Managed (owned, last 12 mo.) |
26% |
273 |
| Self Directed IRA (owned, last 12 mo.) |
41.5% |
274 |
| Shares of Stock (not own co.) (owned, last 12 mo.) |
53.7% |
326 |
| ONLINE INVESTMENT |
| Any Online Brokerage Firm |
73.6% |
133 |
| Any Online Investment Transaction |
35.9% |
683 |