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
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2/6/2006
More Globally spread out
IVV 25.19%
QQQQ 17.17
EFA 14.07
IWM 13.91
EEM 10.95
EPP 9.44
IJH 9.27
Beta 1.12
Alpha 0.11
2006 YTD +4.19%
Country Allocation
US 65.188%
Austrailia 6.247
Japan 3.568
UK 3.116
Hong Kong 1.975 (World's biggest mutual fund!)Korea 1.948
Africa 1.414 (really a gold allocation)
France 1.286
Brazil 1.207
Taiwan 1.163
Switz 0.989
Singapore 0.974
Germany 0.969
Mexico 0.855
Others 0.550
--------------------------------
Paul
Current Portfolio
2/15/2006
1. MSSGX 11.65%
2. VAGDX 11.04
3. ACEDX 9.86
4. TGVAX 7.04
5. MPEGX 5.87
6. MSIQX 5.53
7. MS 4.59
8. LAVLX 3.84
9. GOOG 3.25
10. DELL 3.03
11. ACA.FP 2.53
12. CHTTX 2.34
13. AAPL 2.06
14. CSCO 1.77
15. BRK 1.73
16. INTC 1.73
17. EWH 1.55
18. MO 1.49
19. JNJ 1.48
20. PTR 1.42
21. LFC 1.29
22. QQQQ 1.22
23. SBUX 1.04
24. HBC 1.04
25. MCD 0.92
26. DKS 0.89
27. IWM 0.86
28. EWJ 0.80
29. CHU 0.73
30. EBAY 0.72
31. MRK 0.54
32. WEHIX 0.52
33. LU 0.45
34. AMAT 0.42
35. DIS 0.41
36. MSFT 0.40
37. BIDU 0.29
38. KO 0.29
39. TBR 0.23
40. PG 0.22
41. CMCSA 0.21
42. SGOVX 0.21
43. FMAGX 0.17
Quite a few more....
Paul |
