Monday, June 05, 2006


Enterprise Architecture and Modern Portfolio Theory: Part Two

In a previous blog entry, I discussed the importance of enterprise architects not only having mastery of both project and application portfolio management, but their own financial portfolio as well. Figured I am overdue to provide a status update of my own holdings...

Listed below are the top five holdings in my investment portfolio:

I will be posting the retirement side of my portfolio shortly as I will be rebalancing throughout the week. Got shaken out of my number one position last week and hope to get back in. I am heavily invested in Brazil and have recently put in short positions on several Indian outsourcing firms whom through the grapevine will be losing several major contracts this week...

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