Portfolio Categories Vista Palo Alto Portfolio
Real Estate Business Unit

Real estate business unit invests in commercial and residential properties in the San Francisco Bay Area. Residential property primarily seeks equity appreciation, while commercial properties primarily seek lease and NNN appreciation.


eCommerce Business Unit

eCommerce business unit engages in design, manufacturing, and distribution through B2B/B2C/Retail. Current businesses include specialty optics, healthcare, telecommunications, and certified organic products.


Equity Investments Unit

Equity investments unit manages strategic holdings, mostly in financial institutions with consistent dividend distributions and index/foreign funds. Disclosure: Investments in securities and fund portfolios are neither insured nor guaranteed by the FDIC, U.S. Government, or any Government Agency. Past performance is no guarantee of future results.

VistaSharesTM is a trademark of Vista Palo Alto and characterized by exceptionally low risk diversification and organic growth through reinvested dividends.


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Equity Investment Holdings (Updated December 31, 2011):

AKAMAI TECHNOLOGIES INCv
AMERICAN EXPRESS COMPANYv
APOLLO INVESTMENT CORPv
AVANIR PHARMACEUTICALS INCv
AT&T INCv
BANK OF AMERICA CORPv
BB&T CORPv
BOSTON SCIENTIFIC CORPv
BP PLCv
CAPITALSOURCE INCv
CHESAPEAKE ENERGYv
CITIGROUP INC
CNX GAS CORPv (M&A)
DOLBY LABORATORIES INCv
EOG RESOURCES INCv
F5 NETWORKS INC
FINISAR CORPORATION
GAMESTOP CORP NEW CLASS Av
GENERAL ELECTRIC COMPANYv
GLADSTONE CAPITALv
GOLDMAN SACHS GROUPv
HARVEST ENERGY TRUST TR UNITv (M&A)
ING GROEP N V SPONSORED ADRv
JPMORGAN CHASE & COMPANYv
LOGMEIN INCv
LUXOTTICA GROUP SPAv
MECOX LANE LIMITED
MERCK & CO INCv
MERRILL LYNCH & COMPANYv (M&A)
NETGEAR INCv
NVIDIA CORP
PENNANTPARK INVESTMENT CORPv
PFIZER INCv
POZEN INCv
REGIONS FINANCIAL CORP NEWv
SODASTREAM INTERNATIONALv
SYMANTEC CORPv
TESLA MOTORSv
US BANCORP DE NEWv
VANGUARD FDS HIGH DIVIDEND ETF
VISA INC CLASS Av
WELLS FARGO & CO NEWv
YUCHENG TECHNOLOGIES LIMITEDv

Investments with v are VistaSharesTM. VistaSharesTMare investments that have fully recovered cost basis, therefore, have virtually no risks associated with their performance. Example: Equity Investment Unit purchases 10,000 company x shares at $10, basis = $100,000. Company x shares rise to $13.01. Equity Investment Unit would sell 7,693 shares for $100,085.93, fully recovering basis of $100,000 and applicable trading costs. 2,307 VistaSharesTM are virtually free, with the exception of capital gains tax paid on $23,155.93 minus $85.93 return, assuming no trading cost and no dividends (most Vista Palo Alto transactions have no trading costs; most Vista Palo Alto equity investments disburse dividends on a regular bases). All VistaSharesTM with dividends are guaranteed to reproduce over time through dividend reinvestments (no trading cost) and share prices could also appreciate (depending on market conditions and individual share performance), resulting in completely passive investments with extremely low risk but high return.

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