Applied Portfolio Management at the Washburn University School of Business
Here’s a little info regarding how the composition of the SIF would change based on the class decision to sell SLB, NUE and LOW and buy 5% stakes in ACN and MSFT. The old and new portfolio over- and under-weights are shown below.

Current:
Sector-Weights-Pre-2012

After selling SLB, NUE and LOW and buying ACN and MSFT:
Sector-Weights-Post-2012

Additionally, the portfolio beta will decline from 0.85 to 0.79, and the dividend yield will fall from 3.0% to 2.9%.

-- Datasource: Standard & Poor’s Capital IQ

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