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A balanced portfolio of stocks and bonds is measured against a benchmark that is 60% the S&P 500 and 40% the Barclays Aggregate bond index.
A balanced portfolio of stocks and bonds is measured against a benchmark that is 60% the S&P 500 and 40% the Barclays Aggregate bond index. The portfolio has had an average weighting in stocks of 70% for the last quarter and its stock holdings have returned 12% vs. 10% for the S&P 500. The combined 60% S&P 40% Barclays benchmark was up 5% in the quarter.
What was the selection / item selection impact of the portfolio;s stocks outperforming the S&P 500?
+0.50% (50 basis points) | ||
+1.40% (140 basis points) | ||
-1.40% (140 basis points) | ||
+2% (200 basis points) |
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