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Analysis of Long-Term Trend Position in Regents Portfolio as of September 2014

This report provides an overview of the long-term trend position within the Regents portfolio as of September 19, 2014. It details the initiation and modification dates, current weight percentage, and the holdings of the portfolio. Along with the investment thesis, it highlights the performance trends and categorizes the assets as over or underweighted compared to the desired allocations. This document serves as a backup slide for inquiries related to portfolio management and long-term strategies discussed in class.

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Analysis of Long-Term Trend Position in Regents Portfolio as of September 2014

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Presentation Transcript

  1. Long-Term Trend Position:OverviewPortfolio Managers: • Initiated on: • Modified on: • Weight% of Regents Portfolio as of 9/19/2014: • What does it hold? • Investment Thesis

  2. Long-Term Trend Position:Performance (as of 9/19/2014) Portfolio Managers: Note – We’ll create an example in class and then post to the website

  3. Long-Term Trend Position:Over- or Underweighted in Regents Portfolio (as of 9/5/2014)Portfolio Managers: Note – We’ll create an example in class and then post to the website

  4. Long-Term Trend Position:HistoryPortfolio Managers: Note – We’ll create an example in class and then post to the website. This will be a backup slide in case the IAC asks a question about this kind of detail.

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