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Investment Reports & Market Commentary
2008
2nd Quarter (363KB PDF)
1st Quarter (57KB PDF)
2007
4th Quarter (79KB PDF)
3rd Quarter (61KB PDF)
2nd Quarter (60KB PDF)
1st Quarter (427KB PDF)
2006
4th Quarter (894KB PDF)
3rd Quarter (269KB PDF)
2nd Quarter (224KB PDF)
1st Quarter (743KB PDF)
2005
4th Quarter (235KB PDF)
3rd Quarter (66KB PDF)
2nd Quarter (56KB PDF)
1st Quarter (252KB PDF)
2004
4th Quarter (42KB PDF)
3rd Quarter (363KB PDF)
2nd Quarter (52KB PDF)
1st Quarter (93KB PDF)
Reports require the latest version of Adobe Reader, available free.
Glossary
Consumer
Price Index (CPI):
A measure
of the increase or decrease in prices for goods and services. Measures
inflation.
Money
Market (Cash):
Short-term IOUs
issued by corporations or the US Government. Although not guaranteed,
money markets provide a current
rate of interest with very
little risk.
Bond:
Longer term debt securities
(IOUs) issued by corporations and governments to raise money for growth
and expansion. A bond holder receives a stated rate
of interest
plus the return of their
investment.
Stock:
Another way for corporation to
raise money for growth and expansion is by issuing stock (equity
securities). A share of stock represents a small
share of ownership
in a company. Higher risk means an opportunity
for higher
returns.
Mutual
Fund:
Many investors pool their
funds together. A mutual fund offers professional
management and
diversification by investing in
hundreds of companies.
Asset
Allocation:
A proven method of
reducing risk by allocating assets over several different classes (or
types) of investments. Example: Large and Small US Companies,
International Companies, Bonds, and Cash
Dow
Jones Industrial Average:
Most
common method of measuring daily stock market performance. Based on 30
large companies representing
different industries
Standard
& Poors 500 Index:
Another
method of measuring daily stock market performance. Based on 500 of the
largest companies in the US.
Russell
2000 Index:
Another method of
measuring daily stock market performance. Based on 2000 of the smallest
companies in the US.
Stock
Exchange:
Marketplace where
stocks are listed and traded between buyers and sellers. New York Stock
Exchange is oldest and largest. The FINRAAQ Exchange is electronic and
lists many smaller companies, particularly technology stocks.
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