Copy of Stocks and Sectors-1

Copy of Stocks and Sectors-1 - 2 Info. Tech. 19.40% 19.4%...

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Asset Allocation Stocks 60% Bonds 30% Cash 10% 100% Account Value $10,000,000 Stock Detail Your sector $ to invest Minimum # Allocation Difference per sector Stocks to buy Cons. Discretionary 10.60% 12.5% 1.9% $750,000 3 Cons Staples 11.70% 11.7% 0.0% $702,000 3 Energy 11.60% 9.0% -2.6% $540,000 2 Financials 13.60% 13.6% 0.0% $816,000 3 Health care 12.10% 13.8% 1.7% $828,000 3 Industrials 10.30% 7.3% -3.0% $438,000
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Unformatted text preview: 2 Info. Tech. 19.40% 19.4% 0.0% $1,164,000 4 Telecom Services 3.30% 5.3% 2.0% $318,000 2 Materials 3.40% 3.4% 0.0% $204,000 1 Utilities 4.00% 4.0% 0.0% $240,000 1 100.0% 100.0% $6,000,000 24 Max per stock $300,000 Adjust the BLUE shaded areas to match your portfolio's Asset Allocation, Account Value and Sector Allocation....
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This note was uploaded on 01/24/2012 for the course ECON 101 taught by Professor Newman during the Spring '11 term at Mt. SAC.

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