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Strategies & Market Trends
Portfolio Construction
An SI Board Since December 2005
Posts SubjectMarks Bans
1964 37 0
Emcee:  Paul Chiu Type:  Moderated
Introduction Compact
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14Paul, I salute your efforts to start a thread focused on portfolio constructionSam Citron-1/11/2006
13<i>Take those off and you have a more modest PE</i> Is it positive,Sam Citron-1/10/2006
12-278 because of no PE for your 4 basic materials stocks. Take those off and you Paul Chiu-1/10/2006
11Is my portfolio PE really -278? <g> [my father would turn over in his gravSam Citron-1/10/2006
10Sam, Here it is. I excluded these 4: CEPFI.PA CHKoptions CMH.V MMAPF.PK These Paul Chiu-1/10/2006
9Paul, Here are my portfolio weightings. Short positions have minus signs. BelSam Citron-1/9/2006
8Sam, I've constructed an equal weighted portfolio with your stocks. I excluPaul Chiu-1/9/2006
7Here's my current portfolio: AIXG AMAT AMD ARMHY ASGREshort ASML BHP BRKB CASam Citron-1/7/2006
6Another start of the year with gurus saying large will outperform small. So farPaul Chiu-1/6/2006
5I constructed an all ETF globally diversified portfolio for someone who wanted oPaul Chiu-1/4/2006
4Entire Portfolio as of Year End 2005 *******************************************Paul Chiu-1/3/2006
3Took a few days but completed for 2005 *****************************************Paul Chiu-1/3/2006
22006 opening weakly as the Korean and Taiwanese indexes are down in early tradinPaul Chiu-1/1/2006
1Portfolio as of 2005-12-23 <pre> INDUSTRY STOCKS WEIGHT Paul Chiu-12/23/2005
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