Monday, January 16, 2006

My Investment Portfolio!

You must have thought about investing your hard earned money, in some stock, or mutual fund. But what really matters is the return!!!

So based on the analysis on the performance of stock market from June 2004 to May 2005, i came out with an investment portfolio, based on "Portfolio Optimization Theory" which i studied during my MBA.

The below mentioned pie-chart shows you the percentage wise stock allocation.

The return calculated on the following portfolio turned out to be 80.55% and the Beta of the portfolio is only .88

Though the history cannot predict the future, but still you will get an idea. I have also put up an excel sheet HERE


Your suggestions are most welcome. I want to mention one thing again that, this analysis has been made to the data that is approximately one and a half year old. But you will still get a decent idea about making your own portfolio from the attached excel sheet.

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