Date updated:09-15-2007
Balanced portfolio consisting of 40% 'MEGA MOAT' giant US financial growth companies and 60% Emerging Market Bond and World Stock Income & Growth, exchange traded closed-end funds.

-
AXP
Amer Express Inc - $39.05
- +4.94%
- $37.67
Wide moat. 30% plus growh. Financial Health: A+

-
BAC
Bk Of America Cp - $15.77
- +4.78%
- $15.29
Wide moat. 5% plus dividend. Financial Health: A+

-
C
Citigroup Inc - $4.19
- +3.20%
- $4.14
Wide moat. Over 200 million customers. Great margins all around. 4%plus dividend.

-
CAF
Morgan Stanley Ch - $35.48
- +2.54%
- $34.92
China is, if nothing, 'THE' emerging market for the foreseeable future. Lots of money to be made here for a lot of years and for many people.

-
EOD
Evgrn Gbl Div Opp - $10.29
- 0.00%
- $N/A
A 'just born' fund that has nothing to do with the sub - prime mess and everything to do with making money. It does this with a world stock portfolio that includes issues from mature markets like Western Europe to emerging markets like China, Asia and India. Pays over a 10% very safe dividend while offering great growth opportunities.

-
IIF
Ms India Inv Fd - $22.50
- 0.00%
- $N/A
India after China probably offers the best investment opportunities in my opinion. Morningstar gives this fund 5* stars, one of only two international closed-end funds to receive it.

-
EDD
Morgan Stanley Em - $14.61
- 0.00%
- $N/A
I knew I had a winner here after I read Brett Arends' article on this fund. A sweet and safe 12% yield and lots of potential for capital appreciation.

-
EDF
Citigroup Fdg - $10.56
- 0.00%
- $N/A
Emerging market income fund with a somewhat conservative 'safer + healthier' country risk mix and a rising dividend. Nice discount to NAV as most of the funds currently sport.
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