Jan 05 2009
IFA #75 Portfolio Analysis
Are you interested in a portfolio that is a little less conservative than the IFA50. If so, click on this “movie” to view an analysis of the IFA75 Portfolio. Note the increase in large-cap equities and a decrease in fixed income type funds. The ratio between the projected annual return and the projected standard deviation (portfolio risk) is quite low considering the volatile market we are experiencing. Although the projected beta is low, the portfolio is projected to perform quite well this next year. In addition, the Diversification Metric is rather high, a definite plus for this portfolio.
With a little tweaking of the different asset class percentages, one could improve the projected return while maintaining acceptable percentages for the other parameters.
Lowell Herr
Photograph: Vienna, Austria
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