Disadvantages of holding based analysis

Bopha99

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Why is a disadvantage of holdings based analysis that it isn’t consistent with the method used by many managers to select securities? Seems to me like managers look at individual security attributes?? What am I not seeing here?
 
It’s just saying that it doesn’t reflect how managers actually design their portfolios/pick securities because its arbitrarily placing certain categories onto their decisions and classifying them from there.
If we take the specific buckets:
· Value vs. Growth – High P/E = growth, low P/E high dividend = value, Average = market-oriented
· Earnings Per Share Growth – High growth rate = growth investor
· Earnings Volatility – Higher earnings volatility = value investor (more cyclical stocks)
· Industry Representation –Value investors concentrated in utilities/financials. Growth investors in healthcare & technology
A portfolio manager isn’t sitting there saying I’m a growth investor therefore I must only invest in stocks with higher earnings volatility..
 
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