02-03-2014, 08:17 AM
(This post was last modified: 02-03-2014, 08:20 AM by Robandcindy2.)
Thought I'd start a discussion on Diversifying a DGI Portfolio.
What measures do you use to diversify your portfolio?
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I found these two tools that allow you to play with various ratios for optimal gains:
Fidelity Sector Portfolio Builder
SPDR Portfolio Builder
Using these two services I have tuned our portfolio to the following ratios:
Sensitive
Energy 5%
Energy MLP's 5%
Industrials 10%
Technology 10%
Communication Services 5%
Cyclical
Basic Materials 5%
Consumer Cyclical 5%
Financial Services 15%
(Financial Services includes)BDC's 2%; Banks/Ins 5%; REITs 4%; Health REITs 4%
Defensive
Consumer Defensive 17%
Health Care 10%
Utilities 10%
Speculative
Company Stock 3%
Sorry if this doesn't format correctly.
Right now this works for us. Using Excel spreadsheet to monitor. Maybe we should have a Spreadsheet Section at our forum with tips and tricks plus downloads???
Cheers,
Rob
What measures do you use to diversify your portfolio?
*******************************************
I found these two tools that allow you to play with various ratios for optimal gains:
Fidelity Sector Portfolio Builder
SPDR Portfolio Builder
Using these two services I have tuned our portfolio to the following ratios:
Sensitive
Energy 5%
Energy MLP's 5%
Industrials 10%
Technology 10%
Communication Services 5%
Cyclical
Basic Materials 5%
Consumer Cyclical 5%
Financial Services 15%
(Financial Services includes)BDC's 2%; Banks/Ins 5%; REITs 4%; Health REITs 4%
Defensive
Consumer Defensive 17%
Health Care 10%
Utilities 10%
Speculative
Company Stock 3%
Sorry if this doesn't format correctly.
Right now this works for us. Using Excel spreadsheet to monitor. Maybe we should have a Spreadsheet Section at our forum with tips and tricks plus downloads???
Cheers,
Rob
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
Frederick Buechner