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2012-02-22 Tax Private Foundation Investments
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2012-02-22 Tax Private Foundation Investments

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  • How many publically held stocks are there in the US?What index do you have if you took all the roughly 3000 stocks?What index do you have if you just took the top 1000What index do you have if you just took the bottom 2000Large growth?All cap value? Etc.Why did harry markowitz segment the market along size and relative value/strength dimensions? Those are the systemic/reliable risks that drive investment returns. The smaller and the weaker – the higher the expected return and the and higher the risk of loss and volatility.The stocks in each class share common return and volatiliity expectations because of their common size and relative strength or weakness. Show risk premiums slides.
  • Your portfolio benchmark should account for the risk inherent in your portfolio.This illustrates some of the common indexes used to benchmark investments. The percentages reflect approximately a market neutral portfolio in terms of exposure to large, small, value, growth, international, and emerging – as well as the various bond segments.