Tuesday, October 2, 2007

Tortoise and Hare Portfolios

I have designed 2 new tracking portfolios and will be launching them this week. The stocks have been selected and I will start the tracking from the open of the market on Monday (the beginning of the quarter). The first portfolio is an aggressive growth "hare" portfolio and the second is a conservative growth "tortoise" portfolio. The management of the portfolios will mimic that of the Equity Select Portfolio:

1) The portfolios will have a long only, buy and hold mandate.
2) The portfolios will remain 100% invested in equities at all times.
3) The tortoise portfolio will have a maximum of 5 equity positions, the rabbit will have 10.
4) There will be no market cap limitations on the portfolios. Domestic and international equities can be utilized.
5) Starting with the first trading day of each quarter there will be a 10 trading day period in which changes can be made to the portfolio.
6) A strong emphasis will be placed on limiting portfolio turnover.
7) The portfolio will be tracked and performance reported on this site at least quarterly.
I expect to get the portfolios up by the end of the day.

Posted by The La Jolla Guy at 3:20 PM

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