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Old 04-11-2007, 05:02 AM
john kane john kane is offline
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Join Date: Dec 2004
Posts: 2,829
Default Re: Pooling of human capital for the \'Two Plus Two Portfolio\'

kimchi, thanks a lot, that was a very interesting post and seems like a good idea to implement. ill try and get it done when i have some decent free time as it would take a while i guess (got finals, boo!).

crushing felt, how would i find the beta of the portfolio? would i take an average of the beta's of my stocks? i guess not given diversification and hedging may make 2 risky stocks far less risky. not that i have done here, just the principle.

anyways, end of week 3, close on tuesday 10th april:

S&P500: 1403.20
Nasdaq:2394.41
Dow Jones: 12226.17

% change since then:
S&P500: 1448.4 = 3.22%
Nasdaq: 2477.6 = 3.47%
Dow Jones: 12573.9 = 2.84%

The porfolio is up 4.27%. 20 gainers, 4 fallers.

4 fallers:
popez: -13.91%
bbw: -2.35%
span: -1.11%
nxg: -.057%

top 5 gainers:
rsc: 27.68%
aun: 12%
vlo: 10.69%
ubb: 9.65%
cx: 8.34%


still 6 more spots if anyone has any recommendations.
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