When it comes to building a portfolio, David Swensen's general guidelines provide numerous strong starting points. His portfolio satisfies requirements of numerical diversification, equity orientation, and functional diversification. While Swensen does not recommend specific tickers in his book, Unconventional Success, he lays out basic guidelines I consider vital to portfolio construction. Platinum readers will find those guidelines outlined below the following portfolio analysis. What does a Quantext Portfolio Planner (QPP) analysis look like for the "Swensen Six" and can we improve upon his basic recommendations?
July 27, 2012 by