Here are some examples of diversification strategies as well:
These figures barely/hardly scratch the surface of how I will attempt to quantify diversification into "levels." However, the lingo of "Conservative, Aggressive, etc.." will be relatively similar. It no longer suffices to include only the categories of "Large Cap, International, Small Cap, Bonds, and Cash" due to the prevalence of new financial instruments such as ETF's and derivatives. So, for the purpose of this post, we will solely define the scope of our application.
We will include the following:
- Stocks
- Options
- ETF's
- Bonds
- Mutual Funds
- Cash
For Stocks:
- Market Capitalization
- Industry
- Geography
- Volatility
- Dividend or No Dividend
- IN/OUT of the Money
- All Aspects of Stock Above
- Length to Expiration
- Allocation of Assets
- All Aspects of Stocks Above
- Credit Rating
- Length to Maturity
- Type of Bond
- Manager
- All Aspects of Stock
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