http://www.portfoliollc.com Started by Lee Eugene Munson, Portfolio LLC is an investment firm based in Albuquerque, NM Thu, 11 Mar 2010 15:58:33 +0000 http://backend.userland.com/rss092 en By Daniel Ojeda David Herro, Morningstar’s International Stock Fund Manager of the Decade, feels optimistic about his Oakmark International Fund this year. While maintaining its objective of long-term capital appreciation, OAKIX has continually achieved strong performance since its inception in September1992. By averaging 11% per year, it has outperformed the MSCI ... http://www.portfoliollc.com/the-oakmark-international-fund-how-david-herro-does-it Scout International Fund – UMBWX Lee Munson and Lorn Davis interview James L. Moffett In the world of mutual funds, only a handful of names stand out and James L. Moffett, CFA stands tall among them. Running the Scout International Fund (Ticker: UMBWX) since its inception in 1993, Mr. Moffett has garnered ... http://www.portfoliollc.com/scout-international-fund-%e2%80%93-umbwx Prices as of 12.01.2009 Matthews Pacific Tiger (MAPTX)  hold 19.08 PIMCO Total Return D (PTTDX) hold 11.02 T. Rowe Price New Era (PRNEX) hold 44.04 Loomis Sayles Bond Retail (LSBRX) buy 13.22 Gateway A (GATEX) buy 25.12 AQR Diversified Arbitrage (ADANX) buy 10.70 Matthews Asia Pacific Equity Income  (MAPIX) buy 12.20 Eaton Vance Floating Rate A (EVBLX) hold ... http://www.portfoliollc.com/approved-funds-december-2009 Assessing the market action from the floor of the NYSE, with Lee Eugene Munson, Portfolio Asset Management; David Wright, Sierra Core Retirement Fund; and CNBC's Maria Bartiroma  and  Scott Wapner. See the video here http://www.portfoliollc.com/lee-munson-on-cnbc-live-from-the-floor-of-the-nyse Stocks Surge to New 2009 High How to position your portfolio on the stock market rally, with Lee Eugene Munson, Portfolio Asset Management; Michael Crofton, Philadelphia Trust Company CEO; and CNBC's Melissa Francis. Click here for the tape! http://www.portfoliollc.com/lee-munson-on-cnbc-1192009 Assessing the market action from the floor of the NYSE, with Lee Eugene Munson, Portfolio Asset Management; Rick Bensignor, Execution LLC; and CNBC's Scott Wapner. See the video here! http://www.portfoliollc.com/lee-munson-on-cnbc-from-the-floor-of-the-nyse Visit us today from 3:00-7:00PM at our office in Oklahoma City... 5100 N. Brookline, Suite 700 http://www.portfoliollc.com/open-house-oklahoma-city-10292009 By Grant Thayer A closed end fund represents a portfolio of investments that is run by a professional fund manager.  Different from an open end (mutual) fund, which issues and redeems its shares directly, closed end funds have a set number of shares that trade like shares of stock.  The purpose ... http://www.portfoliollc.com/closed-end-funds-buyer-beware Here are the tapes! And, he was right about BAC! http://www.portfoliollc.com/lee-munson-discusses-bac-on-cnbc-october-15th-2009 Read article here! http://www.portfoliollc.com/qcha-numbers-the-merit-in-looking-backwards