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Private Wealth Management
- 1. PORTFOLIO MANAGEMENT Managing Individual Investor Portfolio By Shoaib Chatta
- 23. Asset Allocation Medium Risk (Selected portfolio) Asset Return MR Return Std Dev MR Risk High Yield Bonds 14 12% 1.68% 10.00% 1.40% Corporate Bonds 10 7% 0.68% 5% 0.50% Technology Stocks 11 16.80% 1.85% 16% 1.76% Healthcare 14 4.80% 0.67% 10% 1.40% Mid cap 12 7.43% 0.89% 12.25 0.75% Small cap 9 8.80% 0.79% 18% 1.62% HFRI EH: Sector - Energy/Basic Materials Index 10 13.00% 1.30% 12.05% 1.21% HFRI ED: Distressed/Restructuring Index 7 12.00% 0.84% 6.51% 0.46% HFRI ED: Merger Arbitrage Index 8 11.00% 0.88% 1.80% 0.14% MSCI Emerging Markets EM Index 3 15.00% 0.45% 28.00% 0.84% MSCI Brazil Index 0 19.00% 0.00% 40.19% 0.00% MSCI South Korea Index Fund 0 18.00% 0.00% 39.00% 0.00% MSCI South Africa Index 2 15.00% 0.30% 30.17% 0.60% Total 10.33% 9.20%
- 24. [C] Conservative Portfolio and [HR] High Risk Portfolio Asset C weights C return C Risk HR Weights HR Return HR Risk High Yield Bonds 10% 1.20% 1.00% 10% 1.20% 1.00% Corporate Bonds 35% 2.380% 1.75% 5% 0.34% 0.25% Technology Stocks 5% 0.8400% 0.80% 30% 5.04% 4.80% Healthcare 12% 0.5760% 1.20% Mid cap 10% 0.74% 0.015 Small cap 5% 0.44% 0.90% HFRI EH: Sector - Energy/Basic Materials Index 0.00% 10% 1.30% 1.21% HFRI ED: Distressed/Restructuring Index 9% 1.0800% 0.59% 5% 0.60% 0.33% HFRI ED: Merger Arbitrage Index 29% 3.1900% 0.52% 0.00% MSCI Emerging Markets EM Index 10% 1.50% 2.80% MSCI Brazil Index 10% 1.90% 4.02% MSCI South Korea Index Fund 5% 0.90% 1.95% MSCI South Africa Index Total 9.27% 5.86% 13.96% 18.75%
- 25. Performance January 1 2010 – March 31 2010 Asset Actual Return High Yield Bonds 7% Corporate Bonds 5% Technology Stocks 5.8% Healthcare 1.24% Mid cap 8.9% Small cap 7.5% HFRI EH: Sector - Energy/Basic Materials Index 1.86% HFRI ED: Distressed/Restructuring Index 5.70% HFRI ED: Merger Arbitrage Index 1.86% MSCI Emerging Markets EM Index 2.40% MSCI Brazil Index -0.12% MSCI South Korea Index Fund 3.75% MSCI South Africa Index 4.57% Total 4.97%