The following report will walk you through this analysis beginning with an economic outlook, which in turn influences our portfolio design. The designated sector analysts then assess the portfolio holdings of each sector and determine whether the positions align with our forecast. This assessment includes a broad sector outlook, as well as a fundamental outlook for each individual holding. The decision to buy, hold, or sell is based on the sector analysts’ valuation. Finally, the report concludes with an overall portfolio assessment given the proposed changes supported by mean variance efficiency and a value at risk diagnosis.
Lu, Kaiwen; Lugo, Mara; Brancheau, Kevin; Crosby, Keenan; Perez Ruisanchez, Carlos; Faas, mark; Lopez Alguacil, Alex; Martin, Amy; Ferrell, James; Mechleb, Ghadi; and Smith, Brennan, "Crummer SunTrust Portfolio Recommendations: Crummer Investment Management" (2017). Crummer Truist Portfolios. 31.