Barron's Champagne Bucket Portfolio - Stockpickr! Your Source for Stock Ideas

Barron's Champagne Bucket

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Created by Barrons

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Date updated:01-20-2007

In the cover story of its January 22nd edition Barron’s looks at the rapid expansion of the number of wealthy people in the world in recent years, and looks at ways of investing in the trend. The weekly offers the following stocks as potentials for riding the trend. To quote the article:

The numerical evidence is plentiful, thanks to data collectors who want to reverse the trend or take advantage of it. For years, both the number of wealthy households and their aggregate resources have been growing much faster then world gross domestic product. The latest Merrill Lynch-CapGemini World Wealth Report estimates that the number of people globally with financial assets exceeding $1 million climbed 6.5% in 2005, and their combined financial wealth rose 8.5%, to $33.3 trillion, for an average of $3.8 million each. It's getting to the point where "millionaire" will no longer serve as useful shorthand for defining who's rich.

This is a portfolio of their “Champaign Bucket.”

The description for each stock contains Barron’s reasoning.

AXP
Amer Express Inc
$41.72
+0.68%
$41.77

Plastic of choice for the well-heeled

People owning AXP also tend to own: AIG ALL BAC BRK-B C COF FNM

TheStreet.com Rating: C What is this?

COH
Coach Inc
$35.79
+2.46%
$35.61

Madly popular high-end accessories

People owning COH also tend to own: AMT ANF AVID CNO COST ESI EXPD

TheStreet.com Rating: B- What is this?

GD
Gen Dynamics Cp
$68.13
+1.20%
$67.45

Gulfstream jet demand soaring

People owning GD also tend to own: CBH CKFR DGX DKS GOOG GS IART

TheStreet.com Rating: B- What is this?

FO
Fortune Brands In
$39.58
+1.46%
$39.10

Golf clubs and good bourbon

People owning FO also tend to own: APC AXP BA BAC BBBY BK BP

TheStreet.com Rating: C- What is this?

MC.PA
Lvmh
$73.80
+0.63%
$73.72

Status brands in bags and booze

People owning MC.PA also tend to own: AAPL AAV BAC BIP BKR BP BTE

TheStreet.com Rating: No Rating What is this?

IHG
Intrcntl Hotel (n
$14.17
+1.07%
$14.08

Hosts to the globetrotting class

People owning IHG also tend to own: C COP FRO JNJ KFT MO PCU

TheStreet.com Rating: No Rating What is this?

LVS
Las Vegas Sands C
$16.49
+4.30%
$15.98

China's new rich jamming Macao

People owning LVS also tend to own: CSH CTRP JNJ LGBT MKL QMAR SVI

TheStreet.com Rating: C- What is this?

LTM
Life Time Fitness
$23.24
+0.56%
$23.08

Play palaces for the suburban affluent

People owning LTM also tend to own: BGC NETL PHM RECN SHFL SNMX WMS

TheStreet.com Rating: C+ What is this?

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