20.4 - HOWTODEVELOPA PORTFOLIO Step1 ASSETALLOCATION % OF...

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HOW TO DEVELOP A  PORTFOLIO
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Step 1 ASSET ALLOCATION % OF INVESTMENT IN: 1. CASH (NEAR CASH) 2. FIXED INCOME 3. EQUITY
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Step 2 EQUITIES –  BUILDING A PORTFOLIO 1. FIRST MAJOR ALLOCATION CANADIAN INTERNATIONAL 1. CANADIAN SECTORS See next slide. 1. INTERNATIONAL USA DEVELOPED WORLD EMERGING MARKETS
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GOING FORWARD – PERSPECTIVE FOR CLIENT 1. EQUITY (CHAPTER 11) 1. FIXED INCOME (CHAPTER 12) 1. MUTUAL FUNDS (CHAPTER 13)
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As of June 30, 2006 Energy 30.9% Materials 16.8% Health Care 1.1% Consumer Staples 2.7% Financials 29.1% Telecommunication Services 4.4% Information Technology 3.3% Utilities 1.4% Industrials 5.4% Consumer Discretionary 4.8%
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BASIC EQUITY 
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This note was uploaded on 11/13/2011 for the course CIVE 2*** taught by Professor - during the Spring '11 term at Carleton CA.

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20.4 - HOWTODEVELOPA PORTFOLIO Step1 ASSETALLOCATION % OF...

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