Forum.

Style analysis of a Portfolio.

Style analysis of a Portfolio.

by Md. Atiqur Rahman Sumon -
Number of replies: 0

1. Seeks to identify portfolio investing style in terms of types of securities targeted. 

2. Two approaches to identify portfolio style are needed to understand. 

a) Holdings based: uses the characteristics of the portfolio's current holdings. 

b) Returns based: a Portfolio returns to returns of market indexes which is available. 

3. Many mutual funds are inconsistent in style.