Tags » Portfolio Management

Taming the Elusive Beast

By Ryan Schwartz

Highly regarded banking analyst Simon Samuels announced his retirement from Barclays in early June. In a farewell note to his clients, he wrote that even after a 20-year career in finance, he still cannot explain the driving force behind stock prices. 270 more words

Portfolio Management

Project Management Framework: Program & Portfolio Management

* Programs

  • Collection of related projects
  • Controls are implemented and managed in a coordinated way
  • Collective benefits are realised
  • Each project has a project manager…
  • 42 more words

HUMP DAY - NEW 52 WK HIGHS

We have been revising the model for the past five days.  Tweaking calculations and calibrations; and reformatting for a “cut-to-the-chase” price signal – directional move. 552 more words

Market Performance

Market Myth #2: It's all about beating the market.

For many amateur investors the object is to beat the market.  They are abetted in this belief by the many magazines and newsletters that make the market the benchmark of what a successful investor should emulate.   191 more words

Education

TOP OF THE HOUR - 9 AM - TOP FIVE EQUITY PICKS

LOGARITHMIC AUTOMATED SCAN – PORTFOLIO PICKS

AGGREGATE PERFORMANCE EXPECTED RETURN 2.21% INDEX -1.40% LIQUIDITY -4.64% TREND UP CHANGE PLUS

AGGREGATE PERFORMANCE: Expected Return is the hypothetical statistical calculation of the combined assets in consideration of their respective allocations.   200 more words

Market Performance

Is MyVest the Right Portfolio Rebalancing Software for You?

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. 1,271 more words

Portfolio Management

a closer look at Intel's 2Q14

2Q14 results

After the close of Tuesday, Intel (INTC) reported a strong 2Q14.   Revenue came in slightly higher than the company’s upwardly revised guidance from last month.   828 more words

Stock Market