-Caveat Lector- from: http://aol.smartmoney.com:81/smt/candidates/index.cfm?story=gwb Click Here: <A HREF="http://aol.smartmoney.com:81/smt/candidates/index.cfm?story=gwb">SmartMo ney Today: Presidential Portfolios</A> ----- GOVERNOR GEORGE W. BUSH says his wild years are behind him. And from the looks of his portfolio, it's true; a handful of mutual funds and some sleepy blue chips sitting in family trusts are all that's left. But it wasn't always thus. Back in 1990, Bush took heat for a little insider-trading activity. He sold $828,560 worth of Harken Energy (HEC) stock just one week before the oil company -- where he was a board member -- posted unusually poor quarterly earnings. The stock plummeted for the next six months. An investigation by the Securities and Exchange Commission turned up nothing. And just last year, the sale of the Texas Rangers turned Bush's original investment of just over $600,000 into an estimated $14.9 million. George W.'s wheelin'-and-dealin' days, it seems, are over now. According to Bush's campaign spokesman, the money from the Rangers sale has been stowed in a blind trust. Bush also consolidated much of his stock portfolio to avoid conflicts of interest. (He made a tidy $100,000-plus on the sale of Advance Paradigm (ADVP) in the process.) What's not hidden in blind trusts or sold off is what we see below: pretty tame stuff. In fact, says David Yeske, the stocks look like "the kind of collection that could equally have come from a stockbroker's recommendation or someone just picking up whatever they heard talked about at cocktail parties." The planners all noted, however, that Bush has above-average mutual funds, the bulk of which are from the American family of funds. All except SmallCap World (SMCWX) are four- or five-star funds as rated by fund-tracking firm, Morningstar. While the fees on these funds are high -- Amcap (AMCPX), for example, carries a 5.75% load -- the Bush family probably received a reduced load of 2% for an investment that exceeds $500,000. How does "Dubbya," the investor, stack up to the scrutiny of Dee Lee? Despite the meager portfolio that we can see, Lee says the Texan is "money-savvy, a risk-taker," as evidenced by the Rangers deal. For that, she gives him a "seven or eight" out of 10. Company 12/31/98 Price Curr. Price* % Change 12/31/98 Shares Est. Value Walt Disney Co. (DIS ) 30.0 29.00 -3% 2167.0 62843 GABELLI EQUITY TRUST (GAB ) 11.5 12.56 9% 1391.0 17470.96 Lucent Technologies Inc. (LU ) 54.97 76.75 40% 2364.0 181437 Microsoft Corp. (MSFT ) 69.34 117.75 70% 1874.0 220663.5 Procter & Gamble Co. (PG ) 91.31 109.63 20% 712.0 78056.56 Tom Brown Inc. (TMBR ) 10.03 13.13 31% 1595.0 20942.35 MCI WORLDCOM Inc. (WCOM ) 71.75 80.75 13% 906.0 73159.5 Warner-Lambert Co. (WLA) 75.19 84.19 12% 213.0 17932.47 Total Value $672,505.34 Percent Increase + 33.7% * as of 8/23/1999 - Price delayed by at least 20 minutes. Fund 12/31/98 Price Curr. Price* YTD Return 12/31/98 Shares Est. Value TAX-EXEMPT BD FD AMERICA (AFTEX ) 12.41 11.5 -2.4 % 28203 341599.25 AMCAP FUND (AMCPX ) 17.71 18.48 19.8 % 8470 179704.43 FUNDAMENTAL INVESTORS (ANCFX ) 28.92 32.33 23.6 % 2593 92687.10 NEW ECONOMY FUND (ANEFX ) 22.95 29.21 42.9 % 3268 107175.86 CAPITAL INCOME BUILDER (CAIBX ) 47.47 42.24 -3.8 % 1369 62516.95 CAPITAL WORLD GRO & INC (CWGIX ) 25.42 29.26 24.9 % 2950 93661.26 SMALLCAP WORLD FUND (SMCWX) 24.63 38.13 57.5% 2639 102372.75 Total Value $979,717.59 Percent Increase + 14.6% * as of 8/23/1999 - Price delayed by at least 20 minutes. OTHER ASSETS RANGE Cash/Money Market $820,000-1,875,000 Bonds 50,000-100,000 Diversified Blind Trust 15,000,000+ Real Estate 301,000-615,000 IRAs 51,000-115,000 State of Texas 401(k) 50,000-100,000 Private Investment Fund 15,000-50,000 Mineral Interest 1,000-15,000 Caledonian Offshore, interest in oil drilling 1,000-15,000 Home | Contact Us | Help | Search | Symbol Lookup | Five-Day Archive| User Profile SmartMoney.com � 1999 SmartMoney. SmartMoney is a joint publishing venture of Dow Jones & Company, Inc.and Hearst Communications, Inc. All Rights Reserved All quotes delayed by 20 minutes. Delayed quotes provided by S&P Comstock. Historical prices and fundamental data provided by Media General Financial Services. Earnings estimates provided by Zacks Investment Research. Insider trading data provided by Thomson Financial Services. ----- Aloha, He'Ping, Om, Shalom, Salaam. Em Hotep, Peace Be, All My Relations. Omnia Bona Bonis, Adieu, Adios, Aloha. Amen. 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