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Hands-On Portfolio Analysis


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presentation used to demonstrate how to assess a portfolio from a risk perspective, allocation, and performance. …

presentation used to demonstrate how to assess a portfolio from a risk perspective, allocation, and performance.

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  • 1. Hands-On Portfolio Analysis Jerusalem Investment Meetup Group -- March 2008
  • 2. Portfolio Analysis or, how to define the secret sauce in any portfolio
  • 3. For new members...    
    • This meeting is built upon concepts we've covered previously
      • Risk Profile
      • Asset allocation and global diversification
      • Using technology tools to assist in portfolio creation
    • Any questions, please ask or email me...
  • 4. Take a sample portfolio
  • 5. Analyze it
  • 6. Analyze it: what's my approach to the market
      • Asset allocation
        • stocks
        • bonds
        • alternative investments
        • foreign exposure
      • Volatility
        • aggressive portfolios will typically be more volatile
      • Liquidity
      • Expenses
      • Taxes
  • 7. Understand it
      • does it fit with my risk profile
      • does it address my financial goals
      • how important is liquidity
      • what type of volatility am i comfortable with
  • 8. Fix it
  • 9. The approach
      • Analyze : asset allocation, risk, etc.
      • Understand : how should this jive with "me"
      • Fix : implement changes to get closer to "me"
  • 10. So, let's take a shot
  • 11. Let's start with Jimbo
  • 12. Loud and Brazen
  • 13. I made a small fortune. I made a lot of money and I made a lot of other people wealthy.
  • 14. T he danger that we have right now are people who get the same information as I do and, therefore, think they'll reach the same conclusions that haven't traded as long, don't have bear claws up and down their backs like I do.
  • 15. Why is Jim Cramer important?
  • 16. Couple of reasons
      • high profile
      • visible portfolio
      • thinks and speaks like a trader
      • brought trading into mainstream America
      • moves stocks over the short term
  • 17. By the way...
    • studies show that doing the opposite of what Jim Cramer recommends would be more successful than following actually his advice
    During the one-year period after Jim Cramer made his calls, the S&P 500 fell an average of 3.72%, his bullish calls on average fell by 3.33% but his bearish calls actually increased by 3.11%.