{"id":52,"date":"2005-06-11T14:59:48","date_gmt":"2005-06-11T21:59:48","guid":{"rendered":"https:\/\/stockherd.com\/moosepond\/?p=52"},"modified":"2005-06-11T14:59:48","modified_gmt":"2005-06-11T21:59:48","slug":"portfolio-summary-updated-3","status":"publish","type":"post","link":"https:\/\/stockherd.com\/moosepond\/2005\/06\/11\/portfolio-summary-updated-3\/","title":{"rendered":"Portfolio Summary Updated"},"content":{"rendered":"<p>The <a href=\"https:\/\/stockherd.com\/moosepond\/files\/snapshot.htm\">portfolio summary<\/a> has been updated.  The portfolio has a projected average return of 15.0% and a quality rating of 71.4 (out of 100).   Three stocks with relatively low PAR are ORLY (7.4%), PDCO (10.1%) and BRO (10.8%).  These might be candidates for replacement with companies with higher PAR values.  <\/p>\n<p>The portfolio is diversified across five industries but with most of the holdings in four industries.  The portfolio has some redundancy in the financial sector (banks &#8211; FITB and CBH ), healthcare sector (drugs &#8211; PFE and AMGN) and information technology sector (chips &#8211; MXIM and LLTC).  See <a href=\"https:\/\/stockherd.com\/moosepond\/files\/rpts\/DiversificationRpt_2005-06-11.pdf\">diversification report<\/a>.  <\/p>\n<p>Several other NAIC reports are helpful in reviewing a portfolio.  See Portfolio Evaluation Review Technique (PERT) <a href=\"https:\/\/stockherd.com\/moosepond\/files\/rpts\/PERTRpt_2005-06-11.pdf\">Report<\/a>      (sorted by total return), and Trend <a href=\"https:\/\/stockherd.com\/moosepond\/files\/rpts\/TrendRpt_2005-06-11.pdf\">Report<\/a> (sorted by percent of portfolio).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The portfolio summary has been updated. The portfolio has a projected average return of 15.0% and a quality rating of 71.4 (out of 100). Three stocks with relatively low PAR are ORLY (7.4%), PDCO (10.1%) and BRO (10.8%). These might be candidates for replacement with companies with higher PAR values. The portfolio is diversified across [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_jetpack_memberships_contains_paid_content":false,"_links_to":"","_links_to_target":""},"categories":[3],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/52"}],"collection":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/comments?post=52"}],"version-history":[{"count":0,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/52\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/media?parent=52"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/categories?post=52"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/tags?post=52"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}