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2. Agenda
2
Agenda 01
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Agenda 02
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Agenda 03
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Agenda 04
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3. Portfolio Management Process
3
Measure
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Define
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Analyze
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Control
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01 02 03 04 05
4. Investment Objectives
4
Asset Management
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Set Your Goals
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Risk Management
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Management Team
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Tax Reduction
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5. Investment Objectives
5
Why Are
You
Investing?
03
02
01
06
05
Increase Income
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Reduce Tax Liability
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Finance Expenses
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Fight Inflation
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Increase Saving
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6. Risk Tolerance Analysis
6
Low
High
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7. Risk Tolerance Analysis
7
Low
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0 100
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50
50
8. Risk Tolerance
8
Likelihood
LOW MEDIUM HIGH
Impact
HIGH
Text Here Text Here Text Here
MEDIUM
Text Here Text Here Text Here
LOW
Text Here Text Here Text Here
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9. Risk Reward Matrix
9
High High High Low
Med High Med Low
Med High Med Low
Med Med Low Low
Investment Reward
InvestmentRisk
10. Risk Reward Matrix
10
Bread and Butter
Oysters
ProbabilityOfTechnicalSuccess
White Elephants (Difficult To Kill) REWARD (NPV)
Low
High
Pearls
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11. Risk Reward Matrix
11
Text Here Text Here Text Here
Text Here Text Here Text Here
Text Here Text Here Text Here
Risk Reward Matrix
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Risk
High
Medium
Low
Reward
High Medium Low
12. Asset Allocation
12
Reward Risk Risk Reward Ratio =
Take Profit Distance
Stop Loss Distance
1:1Stop loss 50 Take Profit 50
2:1Stop loss 30 Take Profit 70
14. 14
Challenge
Consequence Consequence Consequence Consequence
Choice 1 Choice 2 Choice 3 Choice 4
What- If Modelling
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15. What- If Modelling
15
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16. What- If Modelling
16
Your Text Here Text Here Text Here Text Here
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Your Text Here Text Here Text Here Text Here
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17. 17
Target Modelling
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02
01
03
04
05
19. Key Driver Analytics
19
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Fact # 1
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20. Key Driver Analytics
20
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21. 21
Resource Capacity Planning
45%
25%
10%
10%
10%
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22. Resource Capacity Planning
22
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85% 70%
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55%
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60%
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23. Financial Planning
23
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Estate Planning
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Cash Flow
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Retirement
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Risk Management
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Investments
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24. Scheduling
24
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JAN
FEB
MAR
APR
MAY
JUN
26. Investment Approaches
26
Early Expansion
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Late Expansion
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Full Recession
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Early Recession
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Market
Cycle
28. Investor Personality
28
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Risk Tolerance Score
3-5 Pts 5-9 Pts 10-13 Pts 14-18 Pts 19-24 Pts 25-30 Pts
TimeHorizonScore
3-5 pts
6-8 pts
9-12 pts
13-16 pts
17-20 pts
29. Investor Personality
29
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04
Methodical
02
Intuitive
03
Analytical
01
Aggressive
Emotion+
-
Risk
+-
30. Portfolio Return And Performance
30
Performance Projection For This Fund
Contributions
only
VERY
POOR -
5%
Chance
POOR
15%
Chance
EXPECTED
60%
Chance
GOOD
15%
Chance
0
5
10
15
20
25
30
35
40
45
50
2010 20252015 2020 2020
Timeframe
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31. Portfolio Return And Performance
31
Conservative Lowest Return Highest Return
Average
Annualized
Return
Cumulative
Return
Annual Standard
Deviation
Moderate 3.59% 5.55% 3.42% 2.99% 2.42%
Moderate Growth 1.88% 8.14% 7.92% 3.58% 1.92%
Growth 1.14% 8.14% 13.4% 3.90% 2.90%
Aggressive Growth 1.88% 8.14% 18.7% 3.97% 1.01%
$0.00
$2.00
$4.00
$6.00
$8.00
Text 1 Text 2 Text 3 TEXT 4
32. Performance Attribution
32
PERFORMANCE ATTRIBUTION
Text Here
Text Here
Text Here
Text Here Text Here
Text Here
Text Here
Text Here
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33. Security Analysis
33
248
0
50
100
150
200
250
300
Your Text Here
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248
0MCAP (Rs in Cr)
24PE {x}
8EPS (Rs)
146BV (Rs)
2Div. Yield (%)
4PV (Rs)
7EV/Sales {x}
20EV/EBIDTA {x}
138P/BV {x}
248.00Open
242.26Pt. Close
245.30High
232.40Low
275.5552 w/k High
158.7352 w/k Low
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34. Measurement Of Portfolio Analysis
34
5%
10%
8%
15%
7%
30%
10%
5%
6%
4%
Us Total Stock Market: VTI
Us Large-cap Value: IVE, VTV
Us Mid-cap Value: IWS
Us Small-cap Value: VBR, IWN
Developed Markets: SCHF, VEA
Emerging Markets: VWO, IEMG
Municipal Bonds: MUB, NYF
Us Corporate ONDS: LQD
Interactional Bonds: BNDX
Emerging Markets Bonds: VWOB
$8,755.54
$8,594.10
$2,773.36
$2,396.21
$20,768.55
$5,617.76
$2,989.75
$853.29
$1,327.20
$766.09
HOLDING CURRENT WEIGHT
CURRENT
VALUE
30%
10%
8%15%
7%
5%
10%
5%
6%
4%
Data
Analysis
YOUR CURRENT PORTFOLIO
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35. Portfolio Selection/ Allocation
35
Class % Total 1-Day % Value
Cash . 10% 0.11% $104,541.20
U.S. Stocks 25% 0.41% $27,128.40
Intl Stocks. 35% 0.11% $58,489.96
U.S. Bonds 18% 0.56% $243,380.27
Intl Bonds 40 % 0.17% $594,445.62
Alternatives 16% 0.17% $340,884.97
Grand Total $1,323,870.97
Cash Intl Bonds AlternativesUs Bonds Us StocksIntl Stocks
Cash $104,541
10%
Intl bonds
$594,445
40%
U.S bonds
$243,380
18%
Alternatives
$340,884
16%
Intl stocks & $58,489
35%
U.S stocks $27,128
25%
36. Portfolio Selection/ Allocation
36
10%
25%
35%
18%
40%
16%
0%
10%
20%
30%
40%
50%
Cash U.S.Stocks Intl Stocks U.S. Bonds Intl Bonds Alternatives
Class % Total 1-Day % Value
Cash . 10% 0.11% $104,541.20
U.S. Stocks 25% 0.41% $27,128.40
Intl Stocks. 35% 0.11% $58,489.96
U.S. Bonds 18% 0.56% $243,380.27
Intl Bonds 40 % 0.17% $594,445.62
Alternatives 16% 0.17% $340,884.97
Grand Total $1,323,870.97
37. Portfolio Revision
37
30%
20%25%
10%
15%
Data
Analysis
Current Portfolio
• Shy: short –term treasuries
• Tip: inflation protected bonds
• stocks
Data
Analysis
50%
20%
10%
13%
7%
New Portfolio • SHV: Cash Equivalent
• VTIP: Short-term Inflation Protected Bonds
• AGG: U.S High Quality Bonds
• BANDX: International High Quality Bonds
• VWOB: Emerging Markets Government Bonds
• Stocks: No Changes To Existing Tickers.
40. Portfolio Evaluation
40
10%
15%
20%
25%
30%
38%
Jan Feb Mar Apr May Jun
10%
15%
20%
25%
30%
38%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Jan Feb Mar Apr May Jun
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41. Feasible And Efficient Portfolios
Efficient Set
Feasible Set
41
Feasible Set Of Portfolio
42. Selection Of The Optimal Portfolio
42
20%
50%
30%
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Stocks
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Real Estate
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Bonds
43. Selection Of The Optimal Portfolio
43
50% 20% 15% 25% 10% 5%
0% 20% 40% 60% 80% 100%
Type Of Investment Share
Stocks 50%
Stocks 20%
Stocks 15%
Bonds 25%
Bonds 10%
Real Estate 5%
44. Key Evaluation Metrics
44
80%
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65%
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95%
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55%
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75%
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46. Our Mission
46
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47. 47
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Mary Star
CEO
Anita Smile
Manager
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John Doe
Financial Advisor
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John Lee
Web Designer
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Our Team
48. Our Goal
48
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06
05
04
03
02
01
08
07
49. Comparison
49
50%
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50. Financial
50
$70
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$90
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$95
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$50
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51. Quotes
51
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MICHAEL SMITH
Manager
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BETHANY LEVENSTOUN
CEO
52. Dashboard
52
LOW
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50%
MEDIUM
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90%
HIGH
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180%
53. Timeline
53
2017
2018
2019
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54. Target
54
01
02
0304
05
06
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55. Matrix
55
01
02
03
04
05
06
07
01 02 03 04 05 06 07
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56. Lego
56
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57. Magnifier Glass
57
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01
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58. Bar Graph
58
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