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Betzold-Berg Investment Portfolio Index.
Betzold-Berg Investment Portfolio Index
Index Value
Dec. 31, 1995 94.958
Dec. 31, 1996 100
Dec. 31, 1997 105.74
1st Qtr. 1998 108.355
2nd Qtr. 1998 109.998
3rd Qtr. 1998 112.13
4th Qtr. 1998 113.397
Dec. 31, 1995 Dec. 31, 1996 Dec. 31, 1997
Betzeld-Berg Investment
Portfolio Index 94.958 100 186.74
Period Total Return 10.83% 5.31% 6.74%
Annualized Per. Tot. Return 10.83% 5.31% 6.74%
Annualized Year-to-Date Return
1st Quarter 1998 2nd Quarter 1998
Betzeld-Berg Investment
Portfolio Index 108.355 109.998
Period Total Return 1.513% 1.517%
Annualized Per. Tot. Return 6.19% 6.206%
Annualized Year-to-Date Return 6.19% 6.198%
3rd Quarter 1998 4th Quarter 1998
Betzeld-Berg Investment
Portfolio Index 112.13 113.397
Period Total Return 1.938% 1.13%
Annualized Per. Tot. Return 7.981% 4.598%
Annualized Year-to-Date Return 6.789% 6.237%
The Betzold-Berg Investment Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to a value of 100 as of Dec. 31, 1996.
(*.)Historical numbers represent a combination of actual call report data (known through the 3rd quarter 1996) and the index-modeled performance for the fourth quarter. Sources: Betzold, Berg & Nussbaum, Inc., call report data as compiled by IDC Financial Publishing and Plansmith, Inc. (F.I.R.E. database).
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High-performing portfolio managers are worth their weight in total return. But many remain unappreciated by top management In his 1930s book, Where are the Customers' ......
Dec. 31 Dec. 31 Dec. 31 Dec. 31 1993 1994 1995 1996 Betzold Berg Investment Portifolio Index 85.024 85.679 94.958 100 Period Total Return .077% ......
Now there is one, thanks to the efforts of two of our contributing editors We were once shown a faxed piece of bank-directed research that ......
The Betzold Berg Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to ......
The Betzold Berg Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to ......
The Betzold Berg Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to ......
Not every investment product offered by Wall Street should be embraced by community bankers on Main Street. The critical factor is risk/reward, notes investment banker ......
The Betzold Berg Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to ......
Dec. 31 Dec. 31 Dec. 31 Dec. 31 1993 1994 1995 1996 Betzold Berg Investment Portifolio Index 85.024 85.679 94.958 100 Period Total Return .077% ......
Nancy S. Berg, who became general manager of the 60,000-member Society of Manufacturing Engineers last year, now adds the title of executive director. The new ......
Two executive directors of Oxford-based academic publisher Berg Publishers have led a private investor-backed management buy out of the company.
Louisville, Ky.— Industry veteran David Berg has joined DMI Furniture as managing director of Home Styles, Asia. Berg was most recently global project coordinator with ......
Leonard J. "Bud" Berg died in June. Berg was president of the American Society for Enology and Viticulture from 1972-73 and compiled the history of ......
November 14, 2006 for- Award News: RomanLeo, Ron Berg and Peter Leverman ......
As part of the continuing improvement program at Berg the testing laboratory has been vastly expanded and renovated. This expansion has allowed the addition of ......
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