Nov 19 2008
Restructuring Portfolios
By the end of the week all the tax selling will take place in the taxable accounts and the restructuring of these portfolios will begin. The asset allocation plan will require looking for assets that have low correlation, better than average projected return, and low historical R^2 values as measured against the S&P 500. The combination of asset will provide for a well diversified portfolio as measured by the Diversification Metric.
Premium Content readers will be able to follow the restructuring of the GLW Portfolio in particular as this is one of the several portfolios that will require reworking.
Lowell Herr
Photograph: Canal travel, Amsterdam, Holland
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