02/02/2007 21:33 PM CST Asked by SCG
Not to mention that your percentages don't even add up to 100%, I suggest a calculator if it is too hard to add mentally

02/02/2007 21:31 PM CST Asked by SCG
Actually, the stocks should be distributed as shown:
40% CDWC
25% SBUX
10% HAL
15% UPS
10% LMT

Perhaps a little more homework magician, and you would know that CDW is worth more than 5% of your investment. Better luck next time.

02/02/2007 21:27 PM CST Asked by magician
This is indeed a well-diversified portfolio. Over the last five years the correlations of returns are remarkably low. For a 20% return a good mix would be:

55% UPS
40% LMT
5% CDWC
20% HAL
20% SBUX

This will give you volatility roughly equal to the S&P 500 over the last five years, and four times the return.

Adding cash - say, 13-week Treasuries - to this portfolio can lower the risk a tiny bit while maintaining a 20% return, but the difference in risk is negligible.

02/02/2007 17:11 PM CST Asked by SCG
Excellent Portfolio, well diversified, looking at about a 20% return.