iMOBHQ's Re-Organization of Portfolio Holdings are Paying Off.

Sept 10, 2009 California, USA - Since December 2008, iMOBHQ Investors Managers of Business HQ has been in the process of re-balancing all of it's  managed investment portfolios.  In line with it's re-balancing strategy, iMOBHQ has decided to breakdown each portfolio into the following different segments:

  • Real Estate and Commercial Property
  • Energy and Utilities
  • Technologies (Telecom, and High-Technolgy)
  • Logistics (Maritime, Carriers)
  • Financials
  • Health Care

By differentiating it's portfolio into segment groups, iMOBHQ will be able to manage and analyze each of it's managed portfolio in a more strategic way.  It will help put back iMOBHQ's focus on Managing Risk and Return in making investment decisions for each of it's managed portfolio.   Breaking the portfolio analysis into  each segment will also help iMOBHQ analyze the profitability for each of it's investment holdings.  By doing such segment break up of it's portfolios, iMOBHQ has identified some of it's weak investments and has been in the process of liquidating such investments and  been replacing them with more profitable ones.

In addition, iMOBHQ is strengthening it's managed portfolios by investing in companies that pay CONSISTENT dividends with a potential of short term and long term capital gains as part of it's portfolio criteria.

Some of iMOBHQ's recent moves on it's portfolio holdings are:
  • Sale of some shares of Oracle (ORCL) - Techology
  • Purchased shares of Citigroup (C) - Financial
  • Purchased additional shares of Nordic American Tanker (NAT) - Logistics (Oil Tanker)
  • Purchased Shares of Apartment Investment Management (AIV) - Real Estate Properties
  • Purchased and Sold shares of AT & T (T) at proper prices - Technology - Telecom
  • Purchased shares of Bank of America (BAC) - Financials
  • Sold All Holdings of Vanguard Wellington Funds (VWELX) - Mutual Funds

So far the re-balancing strategy is paying off for iMOBHQ. Since December 2008, the portfolios it overseas are giving a return between 17% to 25%.

 

What did you think of this article?




Trackbacks
  • No trackbacks exist for this post.
Comments
  • No comments exist for this post.
Leave a comment

Submitted comments are subject to moderation before being displayed.

 Name

 Email (will not be published)

 Website

Your comment is 0 characters limited to 3000 characters.