|
Show Us Your Portfolio
(MONEY Magazine) – JESSE SR. STOCKS: Abigail Adams National Bancorp, Euro Disney, Sony, Unicom BONDS: Illinois Sports Facility muni bond MUTUAL FUNDS: MFS: Capital Opportunities, Emerging Growth, Research; Oppenheimer: Champion Income, Global, Main Street Growth & Income, Quest Opportunity Value; Putnam: Asset Allocation Balanced, Growth & Income, High-Yield Advantage, Municipal Income JESSE JR. STOCKS: None BONDS: None MUTUAL FUNDS: Investment Co. of America; Oppenheimer Quest Opportunity Value; Putnam: Asset Allocation Growth, Capital Appreciation, New Opportunities, Voyager Jesse Jackson Sr. INVESTMENT PHILOSOPHY: I keep a balanced approach, remaining diversified at all times with the objective of creating a portfolio that will do well in all types of markets. Jesse Jackson Jr. INVESTMENT PHILOSOPHY: I want to take advantage of my age by staying growth-oriented for the long term. I try to maximize all tax-deferred investment options. My nonretirement assets are invested in real estate. |
|