why are some posters bagged, page-9

Warnie - thought you must have moved out yesterday

If it was me I would literally have a big spreadsheet with all assets listed against their earnings and capital growth rate.

I would then break down the assets into asset classes low leverage low return to high leverage high return.

Ones that did not fit the model would be pulled out and looked at to see if they could be bundled up with others that also don't fit so that a low leverage high return offsets a high leverage low return.

Once I had the asset classes then I would restructure the companies investment funds to offer a range of investments that suit different risk profiles - and finance against these.

Anything that didn't fit after this would be sold off.

If the banks found the High Risk High return ones too risky to finance these also would be sold off or at least I would then attempt to find someone with a lot of cash at the moment who would be interested in using the expected lower US interest rates to get hold of a high yield asset cheap.

But hey what do i know - just a common punter