Dan Sweet

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Mon Jun 4th 23:06 PM | Rating: 0 0
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The Do-It-Yourself Market-Neutral Portfolio

I'm screening for stocks using the MSN Money Deluxe Stock Screener, what tool do you use to screen closed-end funds? Is there a better tool that will scan for both concurrently?

And to restate my question from above more explicitly...did you just screen and end up with concentrations in these asset classes? Or did you say "I want some debt funds, some utilities, some energy" and run screens for picks within those specific sectors?
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Mon Jun 4th 19:54 PM | Rating: 0 0
Commented on:
The Do-It-Yourself Market-Neutral Portfolio

Geoff, interesting article. I am a trial user of QPP and finally got it working properly last night. I have a question regarding the different sample portfolios you have profiled in you articles over the last year or so. You've done simple equally divided asset class diversification, more complex portfolios with differing percentages held in each class, sample portfolios incorporating SPY and QQQQ, mixes of ETFs and individual stocks and now another portfolio made up of primarily individual equities. Your performance / risk numbers and ratio have continued to improve as your articles have evolved. Is a portfolio of the sort profiled in this article is a fairly late stage evolution of the work you have been doing with QPP or are you just illustrating different possibilities? Or will you have a new sample portfolio next month with even better numbers an different allocations?

When you screened for the sample stocks in this portfolio were you looking for individual companies to provide exposure to utilities, materials, emerging markets and other sectors that have been performign well or is it really a straight screen for low P/E and low betas with 8 years of data? I'd like to reproduce these results myself but am not sure where to start with screening for companies.
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