Stocks
General Motors was selected, because it could help to provide the portfolio with above average growth. The results were that that stock would see an increase of 1.4%. ("Transaction History," 2010)
Berkshire Hathaway was purchased to provide the portfolio with stability and diversification. This investment is expected to outperform the major market averages. The results were up .96%.( "Transaction History," 2010)
Mutual Funds
The Fidelity Intermediate Government Fund was selected because of their focus on medium term Treasury investments. This is expected to underperform the market averages. The results were that the position declined by 2.55%. ("Transaction History," 2010)
The Strategic Advisors Income Fund was selected to provide the portfolio with additional income investments (as the fund invests in emerging market debt). This is expected to underperform the major market averages. The results were that the fund would decline by 1.30%. ("Transaction History," 2010)
Summary Analysis
Overall, the S&P 500 has been performing relatively strong. Part of the reason for this is because of favorable earnings and economic numbers (indicating continued economic strength). As a result, this has been having positive effects on the stock market by helping to push the S&P 500 to increase by 8.04% in just ten weeks. This is stronger than our portfolio. One of the main reasons is because cost averaging that occurred in numerous areas. At the same time, the purchase of a number of different long-term stocks is highlighting, how the strategy that is being utilized is focused on delivering consistent returns in the future. This means that the portfolio will underperform the markets, as all of the different positions were purchased within a few weeks of each other. That being said, the investments that were made into common stocks and mutual funds were the strongest performers in the strategy. This is because, they were more focused on the some of the strongest performing sectors in the economy.
In many ways, one could argue that this is what makes the portfolio a success over the short-term. As the different positions were able to provide balance and help to provide the various asset classes, with time to begin to see some early appreciation. However the most obvious weakness of the strategy...
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