Portfolio Diversification

8824 · Posted: May 12, 2006 6:08 am Post subject: Portfolio Diversification

I am thinking about tweaking my portfolio a bit.

The general approach as I understand, your risk factor should change with your age. So at this tender age, I am pretty aggressive in my focus.

How are you breaking up your risk in your current over all portfolio.

Highly aggressive
aggressive
moderate
conservative
bonds

chavez · RIP MHL 04/25/1958 - 01/11/2006

muckmeister, here are the general terms we use:

Aggressive
Moderately Aggressive
Moderate
Conservative
Moderately Conservative
Conservative

I think I will order my next steak this way. Yeah, can I have a Moderately Agressive Filet with a baked potato please?

8824 · Posted: May 12, 2006 9:11 am Post subject:

chavez,
well lets see the pie chart

5280HighButter · Soul Rider Joined: 16 Mar 2005 Posts: 258 City: Littleton

I own mainly mutual funds right now so I guess you could consider that not as aggressive as a 10 stock portfolio but all my funds can be considered aggressive and I am about 75% foreign right now. I guess I could always start chasing metals if I get bored!!!!! Very Happy

8824 · Posted: May 18, 2006 5:46 am Post subject:

5280HighButter,
you went that heavy on foreign huh?

5280HighButter · Soul Rider Joined: 16 Mar 2005 Posts: 258 City: Littleton

Ya, it is quite a bit heavy in foreign but I still figured it is well diversified since I cover so many different world markets. However that doesn't always translate into less risk since many world or "emerging" markets are really volatile......as we have seen the last week. I figure the ride will end pretty soon.

8824 · Posted: May 18, 2006 7:51 am Post subject:

what do you think about prologis for a real estate global (very diversified in product type) stock

they have assets in every property class and just bought a huge chinese portfolio i believe,

i saw an analyst from UBS the other week who was very positive on global re

5280HighButter · Soul Rider Joined: 16 Mar 2005 Posts: 258 City: Littleton

NOTE: I haven't evaluated stocks much lately. END NOTE. I think this stock looks pretty sound fundamentally. Revenue and GP are growing and their Asset - Debt ratio looks pretty good. I like when a company takes on long term debt but shows a bigger increase in assets than the amount of LTD they acquired. Industrial REITS have been doing pretty decent lately and China is an economy set to go off IMO. Technically the stock could be better, but where the markets are right now I'm not sure tech analysis is even valid. This comany looks to be doing better than it's competition and they are a bigger company. My only concern is that expanding into new foreign markets is tough on any company, kinda sink or swim, looks like it could be fun either way!!