justin88

Maybe the exact process to build and complete the portfolio is different from a regular portfolio. Let's say Branson's heirs inherit Virgin .

If they want to build a completion portfolio they might exclude Airlines , and whatever else Virgin is concentrated in .

Then their completion portfolio would track closer to a broad market index. They would include sectors and credit ratings , maturities different from their concentrated holding parameters , so that they are really on track to diversification in all aspects.

It would have to be uniquely built for this group of heirs and even the process would be a dynamic one



Edited 1 time(s). Last edit at Tuesday, May 10, 2011 at 10:16AM by janakisri.