Portfolio Management

Portfolio management consists of three main elements: investing time horizon, diversification of investments, and risk tolerance.

Contents:

• 1. Asset Management
  • 1.1. What is Asset Management?
  • 1.2. Understanding Asset Management
  • 1.3. Example of an Asset Management Institution
• 2. Diversification
  • 2.1. What Is Diversification?
  • 2.2. The Basics of Diversification
  • 2.3. Diversification by Asset Class
  • 2.4. Foreign Diversification
  • 2.5. Diversification and the Retail Investor
  • 2.6. Disadvantages of Diversification
  • 2.7. Diversification and Smart Beta
  • 2.8. Real World Example
• 3. Long-Term Investments
  • 3.1. What Are Long-Term Investments?
  • 3.2. Long-Term Investments Explained
  • 3.3. Held to Maturity Investments
  • 3.4. Available for Sale and Trading Investments
• 4. Investment Analysis
  • 4.1. What Is Investment Analysis?
  • 4.2. How Investment Analysis Works
  • 4.3. Types of Investment Analysis
  • 4.4. Fundamental vs Technical Analysis
  • 4.5. Real World Example of Investment Analysis
• 5. Active vs. Passive Investing: What’s the Difference?
  • 5.1. Active vs. Passive Investing: An Overview
  • 5.2. Active Investing
  • 5.3. Passive Investing
  • 5.4. Key Differences
  • 5.5. Special Considerations
  • 5.6. Active vs. Passive Investing Example
• 6. Aggressive Investment Strategy
  • 6.1. What is an Aggressive Investment Strategy?
  • 6.2. Understanding Aggressive Investment Strategy
  • 6.3. Aggressive Investment Strategy and Active Management
• 7. Bottom-Up Investing
  • 7.1. What Is Bottom-Up Investing?
  • 7.2. How Bottom-Up Investing Works
  • 7.3. Example of a Bottom-Up Approach
  • 7.4. Bottom-Up versus Top-Down Investing
• 8. Manage My Own Investments? Are You Kidding?
  • 8.1. Individual Investor Performance
  • 8.2. Spock vs. Captain Kirk
  • 8.3. Basic Attributes of a Successful Investor
  • 8.4. Know Your Limitations
  • 8.5. Winning the Loser’s Game
  • 8.6. You Can Do It
  • 8.7. The Bottom Line
• 9. 6 Ways to Boost Portfolio Returns
  • 9.1. #1. Equities Over Bonds
  • 9.2. #2. Small vs. Large Companies
  • 9.3. #3. Managing Your Expenses
  • 9.4. #4. Value vs. Growth Companies
  • 9.5. #5. Diversification
  • 9.6. #6. Rebalancing
  • 9.7. The Bottom Line
• 10. How to Adjust and Renew Your Portfolio
  • 10.1. Why Rebalance Your Portfolio?
  • 10.2. How Often Should You Rebalance?
  • 10.3. Look at Your Overall Portfolio
  • 10.4. Analyze Your Portfolio
  • 10.5. Learn What’s New
  • 10.6. What Should You Sell vs. Buy?
  • 10.7. Portfolio Rebalancing by Age/Goals
  • 10.8. DIY Portfolio Rebalancing
  • 10.9. Automatic Portfolio Rebalancing
  • 10.10. Robo-Advisor Rebalancing
  • 10.11. Hiring an Investment Advisor
  • 10.12. The Bottom Line
• 11. Diversification: It’s All About (Asset) Class
  • 11.1. The Importance of Asset Class Allocation
  • 11.2. Broad Diversification Across Multiple Asset Classes
  • 11.3. Hidden Correlation
  • 11.4. Class Realignment
  • 11.5. Relative Value
• 12. 7 Market Anomalies Every Investor Should Know
  • 12.1. 1. Small Firms Tend to Outperform
  • 12.2. 2. January Effect
  • 12.3. 3. Low Book Value
  • 12.4. 4. Neglected Stocks
  • 12.5. 5. Reversals
  • 12.6. 6. The Days of the Week
  • 12.7. 7. Dogs of the Dow
  • 12.8. The Bottom Line