Our common stocks consist of Anheuser Busch (5.5%), Campbell's Soup (4.5%), Coca-Cola (6.3%), Eagle Materials (4.4%), Exxon (21.8%), GE (15%), Lowe's (3.6%), Novartis (7.3%), P%26amp;G (10.8%), Progressive (3.4%), Ruth's Chris Steakhouse (3.6%), Starbucks (5.6%), Time Warner (3.2%), and Western Union (4.3%). Our IRA is invested in the S%26amp;P 500. The 401-k is invested in U.S. Bank and bonds. IRA and 401-k account for about half the total. There is also some money in international funds and gold. Is this a good mix? What about the individual stocks? Are they diversified enough?Portfolio Analysis?
Right question, wrong panel.
No one can answer this without a lengthy analysis of your family's age, income, capital invested (%'s a re useful but not the whole picture), financial goals, other circumstances, insurances, debt, your tolerence for risk etc.
You need to review this with a financial advisor that you can trust.
This portfolio is perfect for someone, I just can't be sure that it is perfect for you without far more information and in my case education as I'm not a CFA.
Err just reviewed this and someone has given it a thumbs down. On what basis? How is anything that I have said above in anyway contentious? There are some very strange people out there.Portfolio Analysis?
Sorry but there is not sufficient information to answer your question. All you are talking about here is your portfolio. No one can possibly help you without knowing about YOU.
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