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Kinkead's Korner Text
You've probably received some sort of survey in your email recently ... you know the drill. Please tell us how satisfied you were from 1-10,with 10 being absolutely amazed with the service. How about portfolio risk? Well, you can put a number to your portfolio's risk by using a metric called "Beta".
Beta measures the sensitivity of your portfolio to market benchmarks like the S&P 500. For this comparison, the S&P 500 index is given a Beta of 1.00 as a baseline. Let's say that your growth mutual fund has a calculated Beta of 1.20. Compared to the S&P's of 1.00 there's a 0.20 difference implying that your portfolio is 20% more volatile (riskier) than the index. And a Beta of 0.80 implies a 20% less volatile portfolio.
Our Enhanced Dividend portfolio has a Beta of 0.62 implying much less risk than the S&P 500. Call me and let's calculate the Beta of your portfolio at (239) 261-4800.
Success in all your efforts,
John
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