We'll try to share ideas for entire portfolios here. Instead of debating and sweating over a single stock or two, I'll help calculate for you portfolio ratios like Beta, Alpha, Price/Book, etc.
In return, we all share the longer and shorter term implications of a well diversified portfolio.
Less fuss and argument over a single or a few stocks in the same industry.
2006-01-20
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Since major portfolio changes almost never happens for me, I'll post comments about the overall markets here. Again, email me with spreadsheets of your holdings in percentage terms so I can run analysis for you.
2006-01-31
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(From Post #5, A good starting ETF portfolio!)
I constructed an all ETF globally diversified portfolio for someone who wanted only 10 securities, so to follow without much efforts.
Portfolio stats:
Beta 0.85
Alpha 0.12
Yield 2.12
Expenses 0.25
IWF 28.08%
IWD 26.57
AGG 14.21
IEF 10.84
EFA 6.66
IWO 3.93
IWP 3.93
EEM 2.53
IWS 2.45
IWN 0.80 |
