Exact(5)
It wasn't exactly a modest portfolio, but it was certainly a manageable one.
Amid the uncertainty, Ms. Fairley and others contend that some tax prospects, like raising the 15 percent rate for stock dividends, justify at least modest portfolio adjustments for investors.
As the Dow Jones industrial average was beginning to tumble, the fashion world gathered in Paris to look at clothes whose costs would equal the value of a modest portfolio.
But her modest portfolio, which supplements her combined OAP and civil service pension of £482 a week, has not seen any spectacular bull runs; most of the holdings are small and in institutions such as Lloyd's bank, which still has enormous problems of its own.
Patricof built up a modest portfolio in his first few years, investing in a hodgepodge that included New York magazine, Apple Computer (up to 1982) and a scrap-metal recycler, before going on to later successes like Office Depot and Agouron Pharmaceuticals.
Similar(3)
While retirement may still be feasible for the affluent, those less well-off or younger people whose modest portfolios have been battered need time to rebuild.
Another element of the property craze is the way many ordinary people have jumped on the buy-to-let bandwagon and built modest portfolios of homes for rent.
Generally, it is clients with more modest portfolios — £10 million as opposed to £100 million — who let emotions get in the way of investment plans.
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