Suppose you wish to invest a certain amount of money in stocks, or stock funds, or both. After youve decided on the stocks or stock funds, the immediate question is how much should you invest in each security. Should it be equal amount? Or is there a way to allocate optimally? How does your portfolio fare against a benchmark? What if you want to combine your equity portfolio with CDs, or Money Market Accounts, or Bonds? How do you hedge your portfolio value? And overtime, how do you know that your portfolio allocation is still optimal? These are questions that Portfolio Designer can help answer. |
