Playing the portfolio game is especially hard when you are dealing with people whose own portfolio models require that you go all in on one thing (investors who invest in multiple things and sit on too many boards, but insist that those they fund be 110% committed to their investment, seem to miss the irony).
The Visual Display Business also contributed to earnings gains with its diverse portfolio of TV models for both developed and emerging markets with 8.58 trillion won in revenue for the quarter.
Axioma, a firm that provides risk models and portfolio-construction tools for stock investors, uses 10 factors for U.S. stocks, including exchange-rate sensitivity, debt load and momentum, or the tendency of a rallying stock to keep rallying.
For ideas on how to construct a diversified portfolio, visit the Asset Allocation Models page on AAII.com.
The three set up a firm called Diversified Corporate Loans in 1983 to pool bank loans and manage the portfolio with their options-pricing models.
Rather than reacting to short-term shifts in sentiment, diversify your portfolio (see our Asset Allocation Models for suggestions on how), rebalance as necessary and think long-term.
FORBES: AAII Investor Update: Investors Optimistic, But Problems Remain
But investors, when building a portfolio, still need data inputs to pump into their models and scenario building.
Samsung can afford to mess up several of its models, as other successful products in their portfolio will make up for losses, but what would be the impact of two generations of poor iPhones in a row on Apple?
Two of Intend's four partners are serving as interim chief executives at portfolio companies, where they're variously grappling with new business models, raising additional financing, devising marketing plans and making strategic alliances.
Does the allocation make sense given your age, goals and investments you own outside of your 401(k)? (See our Asset Allocation Models for examples of how you may want to allocate your portfolio.) If not, you should change your 401(k) holdings to bring it back in line with your goals.
Although it has taken a while, charters have gradually caused highly populated school districts to compete and implement sustaining innovations by running a portfolio of schools as opposed to one-size-fits-all school models (and because this is a sustaining innovation, our theories suggest that ultimately districts, not charters, are where the majority of American students will continue to be educated).
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