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Hands-On Portfolio Analysis

From bizzywomen, 5 months ago

presentation used to demonstrate how to assess a portfolio from a more

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Slideshow transcript

Slide 1:Ha nds -On P ortfolio Ana lys is Jerusalem Investment Meetup Group -- March 2008

Slide 2:P ortfolio Ana lys is or, how to define the secret sauce in any portfolio

Slide 3:F or ne w m e m b e rs ...     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...

Slide 4:Take a sample portfolio

Slide 5:Analyze it

Slide 6:Ana lyz e it: wh a t's m y a pproa c h to th e m a rke t • Asset allocation o stocks o bonds o alternative investments o foreign exposure • Volatility o aggressive portfolios will typically be more volatile • Liquidity • Expenses • Taxes

Slide 7: Understand it •