Tags » Portfolio Management

Hello everyone,

Welcome to my blog where I discuss a very emotional subject… saving money for retirement.  For over 30 years, I’ve been setting aside money for my retirement.  56 more words

Portfolio Management

Number of futures contracts to modify a bond portfolio duration given a cheapest-to-deliver bond value (formula)

NF = (((MDURt – MDURi) * Portfolio Value)/(MDURctd * Pctd)) * Conversion Factor

MDURt = the target modified duration for the portfolio

MDURi = initial modified duration of the portfolio… 24 more words

Level 3

In a trending equities market with low volatility which is the best asset allocation strategy?

Constant Proportion Portfolio Insurance (CPPI)

CPPI > Buy & Hold > Constant Mix

It doesn’t matter if the market is trending up or down. If the market is trending down CPPI is selling equities to preserve the floor. 14 more words


Surging bond yields to test stock bulls' mettle

Original article by David Rogers
The Australian – Page: 30 : 18-May-18

The yield on US 10-year government bonds peaked at a new seven-year high of 3.12 per cent in Asian trading on 17 May. 122 more words

K62 Finance

Portfolio Management and the Sources of Financial Risk

The author of five financial books and more than two dozen articles, Doc Gallagher is well known for his experience in diverse wealth management topics. Also standing out as the host of “ 158 more words

Doc Gallagher

Application Portfolio Management (APM)- Introduction

An application program (app or application for short) is a computer program designed to perform a group of coordinated functions, tasks, or activities for the benefit of the user. 557 more words

Software Engineering

Don't Compare Stocks to GDP

Economics – the Dismal Science – is hard for most people. It’s even hard for economists who rarely agree on anything. But here’s an argument from Brian Wesbury of First Trust who thinks that the stock market is till under-valued. 643 more words