With all the recent discussion and debate about particular managed funds lately, I thought it might be an interesting exercise to get a Test portfolio going with input from the forum members at InvestED. If people put forward some suggestions as to what this portfolio might consist of, we can get something happening similar to the model portfolios that a lot of the investing newsletters have. If circumstances should change as far as particular investments they can be sold and replaced with new investments. We can knock up a portfolio on InvestSmart or etrade or something to keep track of it, and see how well it runs (and see whether perhaps it outperforms our own invdividual portfolios). I dont know if anyone will even be interested in this, but if there is any interest perhaps we can get a list of rules and objectives going. Say for example we have $100,000 starting capital. We could also allow leveraging if that is what people want. Whether it is leveraged, how much it is leveraged to, whether interest is capitalised or paid from distributions or whatever can also be decided. My intention in suggesting this is so we can set up some discussion revolving around some close-to-real-life scenarios, and hopefully put all of our ideas forth in the setting up and running of the portfolio. Our objective should be something that we can all relate to: To grow the portfolio as quickly as possible at an acceptable level of risk. Just a couple of things that might help guide it: - margin calls are unacceptable, if the portfolio ever gets into a situation that would require a margin call, we will consider the portfolio bankrupt, examine where mistakes were made, and start again if desired. - if interest on any margin loans (if we decide to take that route) is paid out of income, there must always be income to cover the interest. If interest is capitalised, see the above point re margin calls. Look forward to seeing if anyone is interested in this, and am particularly interested in having a number of different viewpoints.