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Showing posts with label portfolio management. Show all posts
Showing posts with label portfolio management. Show all posts
Friday 5 January 2024

Monitoring your portfolio using Excel file.

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Tuesday 3 October 2023

Process of Portfolio Management

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  Capital Market Expectations To help investors assess the potential investment returns and determine the long-term outlook, formulate expe...

Strategies of Portfolio Management.

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  https://www.financestrategists.com/financial-advisor/portfolio-management/#:~:text=There%20are%20four%20main%20portfolio,educated%20choice...

Diversification; Goal is to lower portfolio volatility without sacrificing overall returns

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This strategy helps reduce the risk profile of an investment as it spreads out the portfolio over multiple asset classes or sectors. The go...

Major role of portfolio management: minimize risks and maximize returns

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Investment portfolio management is a crucial part of any long-term investment strategy , as it plays a major role in helping individuals an...

Rebalancing

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Rebalancing is a strategy that regularly reassesses the asset allocation and cash holdings in a portfolio according to predetermined goal...

Portfolio Management

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Portfolio management is the process of creating and maintaining a well-diversified collection of investments that align with an individual...
Sunday 17 May 2020

Portfolios and Selling

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#Good company gets inexpensive, how much to buy? When an understood, good company gets inexpensive , we buy its stock. But how much? (...
Thursday 16 January 2020

Good Portfolio Management and Trading are of maximum value when used with an Appropriate Investment Philosophy

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Here are a number of issues that investors should consider in managing their portfolios. While individual personalities and goals can inf...

Reducing Portfolio Risk

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The challenge of successfully managing an investment portfolio goes beyond making a series of good individual investment decisions. Portf...

The Importance of Liquidity in Managing an Investment Portfolio

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Since no investor is infallible and no investment is perfect, there is considerable merit in being able to change one's mind. If an ...

Portfolio Management and Trading

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Investing would be complete without a discussion of trading and portfolio management. Trading Trading - the process of buying and se...
Sunday 12 January 2020

Managing Portfolio Cash Flow. Cash is the most Important determinant of Opportunity Cost

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Most important determinant of opportunity cost:  Cash portion of your portfolio If you hold cash , you are able to take advantage of op...
Friday 27 September 2019

Some Ideas on Managing Portfolios

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Portfolio management is more than the sum of the purchase of attractive stocks. Here is a view on the overall lines of action on managin...
Thursday 4 October 2018

Always write down the reasons, pro and con, before making a purchase or a sale

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Tip to the Investors:  Always Write it Down Writing down your reasons for making an investment should save you in your investing. What ...
Wednesday 3 October 2018

Switching Capital: Replace 10% of your diversified investments annually

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These are three grim factors that can damage your investment performance: the  wrong industry,  a  weak management  and  over-market p...
Tuesday 25 September 2018

Portfolio Weighting

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It is important to know: 1.  how many stocks to own in your portfolio, and also, 2.  the percentage of your portfolio occupied by each s...
Saturday 18 August 2018

The thought processes in building a portfolio that works.

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You want an investment portfolio that meets your financial objectives.  Investors have obvious goals:  to produce wealth and to preserve...

Building a tiered portfolio

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This tiered portfolio has three segments: 1.  Foundation investments 2.  Rotational investments 3.  Opportunistic investments. Found...

The most bang for your buck

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You want to select investments carefully to eke out those one, two or three extra percentage points of excess return.  You are trying to ...