Tags » Portfolio Management

How well do couples communicate on money? – Part 1

A recent research report by Fidelity Investments studied how well couples communicated. The majority (72%) said they communicated very well. However, the study found that couples don’t communicate very well at all on finances, and many disagree on investing. 175 more words

Financial Planning

two aspects of securities analysis: quantitative and qualitative

quantitative analysis

The quantitative aspect is easier to describe.  It, however, is much more complex and detailed and may take months to complete.  As a professional, I always thought part of the art of portfolio management was in deciding how much of this I had to do before I bought a stock, how much I could obtain from brokerage house securities analysts, and how much I could leave to fill in after I established a position. 453 more words

Stock Market

Is Fitbit A One Hit Wonder ?

as Palm’s experience showed, one thing the world doesn’t need—not for long, at least—is a company that does only one thing.

When you strap a new Fitbit onto your wrist, it’s programmed to vibrate once you’ve taken ten thousand steps. 1,342 more words

Apple

why selling is the most important for growth investors

Value investors make money by finding companies that are undervalued based on the state of their business today.  Their capabilities typically become undervalued because of bad management, a temporary misstep in judgment or a cyclical downturn.   620 more words

Stock Market

Portfolio Management Insight

Portfolio Management involves the collection in one place of relevant information about the organisation’s investment initiatives including programmes and projects and aligning their delivery with strategic objectives, business requirements and the organisation’s capability, capacity (to deliver change and adopt change) and maturity. 69 more words

Learning

why buying is the key decision for value investors

Value investors like to describe themselves as buying companies worth $1 for, say, $.20 and selling them for $.80.  Less ambitious practitioners say buying for $.30 and selling for $.70.   369 more words

Stock Market

The "White Coat Investor" PodCast

By Dr. James Dahle MD – White Coat Investor

Dr. James Dahle, editor of www.whitecoatinvestor.com and the rising star of physician financial advice and straight talk about success was kind enough to share his time and expertise with us and talked to us about: 292 more words

Investing