Nov 26 2008
Analysis of Portfolio for Dummies
Back on March 17th of this year, I published a Portfolio for Dummies. At that time I did not have access to the Quantext Portfolio Planning (QPP) software so I was unable to examine the projected return, portfolio risk, and portfolio diversification. With QPP in hand, I decided to analyze the sample portfolio of eight months ago and here is the “movie” of that analysis.
The next move is to find investments, be they individual stocks or other ETFs, that will reduce the standard deviation while maintaining an acceptable return.
Lowell Herr
Photograph: Victoria Hotel – Amsterdam, Holland
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