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Hands-On Portfolio Analysis Jerusalem Investment Meetup Group -- March 2008
Portfolio Analysis or, how to define the secret sauce in any portfolio
For new members...     ,[object Object],[object Object],[object Object],[object Object],[object Object]
Take a sample portfolio
Analyze it
Analyze it: what's my approach to the market ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Understand it ,[object Object],[object Object],[object Object],[object Object]
Fix it
The approach ,[object Object],[object Object],[object Object]
So, let's take a shot
Let's start with Jimbo
Loud and Brazen
I made a small fortune. I made a lot of money and I made a lot of other people wealthy.
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.
Why is Jim Cramer important?
Couple of reasons ,[object Object],[object Object],[object Object],[object Object],[object Object]
By the way... ,[object Object],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%.

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Hands-On Portfolio Analysis