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Sunday, January 6, 2008

Current Portfolio Diversification Recommendations

Portfolio diversification is a very important foundation of the Covered Calls Advisor's investing approach. The spreadsheet below will be updated over time to continually show this advisor's current diversification recommendations. It will be readily accessible to the reader at any time by clicking on the "Current Portfolio Diversification Recommendations" link shown in the right sidebar of the homepage of this blog. The following guidelines will apply:
(1) Underweight -- Reduce 'Normal Weighting' by between -3% and -7%
(2) Marketweight -- Stay within -3% and +3% of 'Normal Weighting'
(3) Overweight -- Increase 'Normal Weighting' by between +3% and +7%

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