Tags » Portfolio Management

[Webinar] Annual Planning Got You Down? Make it Fun Again

Join us for a webinar (presented by yours truly):

  • Learn how portfolio analytics, coupled with appropriate portfolio segmentation and business case development, can be successfully enabled using Microsoft’s suite of PPM tools.
  • 17 more words
Portfolio Management

Keeping Score, August 2015

I’ve just updated my Keeping Score page for the character-building month of August.  Check it out.

Stock Market

Stocks Get Pounded Opening September - Here's My Take On The Anarchy

So we closed the 1st trading session of September literally just under my price target of 1915 at 1913.85 (S&P500) as markets tumbled around 3% across the globe. 540 more words

Stock Market

Building the Business Case for Optimized Portfolios

That summer trip to Kyrgyzstan is but a distant memory.  The kids are back in school.  The Houston temperatures are dipping into the merely tolerable range, and the swimming pool is no longer unpleasantly warm.  539 more words

Portfolio Management

The Most Dangerous Word in Finance

We see this word everywhere. High profile analysts use it. Journalists use it. Media personalities use it.

It’s a word used to sell all kinds of financial products: newsletters, mutual funds, educational courses, and magazine subscriptions. 483 more words


Market Performance In August - Worst In Years


Wow. Worst month for the stock market since 2010. That’s quite a feat considering the “bull market” we’re supposed to be in currently. This lends further credence to my anticipations of where the market is heading over the next year or so. 157 more words

Stock Market