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Tupperware's Portfolio Strategy

Essay by   •  March 21, 2011  •  Case Study  •  1,091 Words (5 Pages)  •  2,030 Views

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Abstract

Creating a portfolio of assets that reflects an executive-level financial strategy is not an easy task. Making the decision to sell, hold, and/or purchase funds is a task that requires knowledge and understanding of the current market and the financial capabilities of the company. Providing a diverse group of funds enhances the overall performance of the company and allows other companies the opportunity to interact together financially.

Portfolio Strategy

To achieve deep and lasting change in an organization's performance, it is important to focus on the factors that drive shareholder return, now and in the future, then position the enterprise to create value. Rising markets can deliver a sense of satisfaction but the feeling does not last forever; likewise, any market that ascends quickly can also descend quickly. In order to determine how well an investment performs, both types of markets must be compared side-by-side to assess its value.

"The goal of diversification is to reduce the risk involved in building a portfolio. Volatility is limited by the fact that not all asset classes, industries, or individual companies move up and down in value at the same time or at the same rate" (InvestorGuide, 2011).

Company background

For over 60 years, Tupperware Brands has made a difference in the lives of women around the world by offering an independent business opportunity. Today, the company continues to break new ground. In December of 2005, Tupperware Corporation changed its name to Tupperware Brands Corporation to reflect the company's increasing product diversity. This follows the 2001 purchase of Dallas-based, BeautiControl, and the 2005 acquisition of the International Beauty Group. Changing the company's name to Tupperware Brands Corporation reinforces that they are a multi-brand, multi-category, direct sales company. Tupperware Brands has a global sales force of 2.4 million in almost 100 countries, as well as sales revenues of $2.1 billion in 2009.

Current portfolio

Tupperware Brands Corporation's portfolio currently consists of a diverse group of mutual funds that includes, just to name a few, Fidelity Growth Company Fund, CREF Stock Account, Fidelity Advisor Small Cap Fund, Munder Mid-Cap Core Growth Fund, iShares Dow Jones Select Dividend Index Fund, Vanguard Small-Cap Index Fund, and Vanguard Total Stock Market Index Fund which makes up 2.39% of the company's total ownership. In addition, the company also has 63.00 Mil shares Outstanding, 81.59% Institutional Ownership, 40.60% Top 10 Institutions, 1.58% 5%/Insider Ownership, and 98.42% Float.

The company's top two performing mutual funds are CREF Stock Account and Union Investment UniGlobal.

Mutual Fund SHS HELD SHS CHG %CHG $CHG %OUT %PORT

CREF Stock Account 1,288,702 813,413 171.1 40,030,736 2.0 0.1

Union Investment UniGlobal 600,000 600,000 1.0 27,456,000 1.0 0.4

The company's bottom two performing mutual funds are Munder Mid-Cap Core Growth Fund and Vanguard Total Stock Market Index Fund.

Market Account SHS HELD SHS CHG %CHG $CHG %OUT %PORT

Munder Mid-Cap Core Growth Fund 1,108,825 -47,050 -4.1 -1,354,654 1.8 1.2

Union Investment UniGlobal 673,847 -8,852 -1.3 881,980 1.1 0.0

Current net worth

Successfully evaluating the company's financial position is important to compare its performance and condition with the average performance of similar businesses in the same industry.

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