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Kass: The Model Portfolio

Stock quotes in this article: MSFT , DELL , RIG , BAC , BRK.A , CNS , VNO , WRI , SLG , CB , L , NFP , HD , LOW , DIS , SBUX , FCX  

This blog post originally appeared on RealMoney Silver on April 20 at 10:08 a.m. EDT.

Beginning today, I plan to publish (probably on a regular monthly basis) the general construction of a model portfolio (long-only) with a six-month investment horizon.

Should there be a major change in market conditions or in market outlook, I will provide a timely update to the portfolio.

My hypothetical portfolio will embrace where I believe a long-term investment portfolio should be positioned relative to S&P 500 industry benchmarks and weightings. ...

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