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Investment and Security
Analysis Portfolio Management
Agenda
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Agenda 01
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Agenda 02
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Agenda 03
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Agenda 04
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Portfolio Management Process
3
Measure
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Improve
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Define
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Analyze
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Control
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01 02 03 04 05
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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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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Risk Tolerance Analysis
6
Low
High
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01
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Risk Tolerance Analysis
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Low
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High
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Middle
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0 100
20
10
30
40
80
90
70
60
50
50
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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Risk Reward Matrix
9
High High High Low
Med High Med Low
Med High Med Low
Med Med Low Low
Investment Reward
InvestmentRisk
Risk Reward Matrix
10
Bread and Butter
Oysters
ProbabilityOfTechnicalSuccess
White Elephants (Difficult To Kill) REWARD (NPV)
Low
High
Pearls
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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
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
Risk Return Plot
13
0
2
4
6
8
10
12
14
5 10 15 20 25 30 35 40 45
AnnualizedReturn
Annualized Standard Deviation
70%
30%
70%
30%
NJK
40%
60%
40%
60%
40%
80%
20%
70%
30%
80%
20%
50%50%
14
Challenge
Consequence Consequence Consequence Consequence
Choice 1 Choice 2 Choice 3 Choice 4
What- If Modelling
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What- If Modelling
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What- If Modelling
16
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17
Target Modelling
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02
01
03
04
05
Target Modelling
18
Goal
Moderate
Growth
Concentrated
Aggressive Growth
Moderate
Aggressive Growth
Concentrated
Growth
Conservative
Growth
Aggressive Growth +
More Diversification
Key Driver Analytics
19
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Fact # 2
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Fact # 3
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Fact # 1
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Key Driver Analytics
20
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21
Resource Capacity Planning
45%
25%
10%
10%
10%
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Resource Capacity Planning
22
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85% 70%
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55%
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60%
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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
Text
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Scheduling
24
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JAN
FEB
MAR
APR
MAY
JUN
Pareto Optimal Portfolio
25
Attribute2 Dominate Solutions
Infeasible Region
Utopia
Point
Attribute 1
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
Investment Approaches
Minimizing
Short-term Losses
Mitigating
Volatility
Meeting
Long-term Returns
Client
Objectives
Strategies
DIVERSIFY
Combine sources of
return to improve
consistency
ADJUST
Reduce portfolio
volatility through
tactical adjustments
INSURE
BUY” Protection”
against equity
market crashes
Products
▪ Dynamic Risk
Management
▪ Volatility Management
▪ Risk Completion
▪ Tail Hedges
▪ Put Option
▪ Risk Parity
▪ Real Assets
▪ Factor Portfolios
27
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
Investor Personality
29
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04
Methodical
02
Intuitive
03
Analytical
01
Aggressive
Emotion+
-
Risk
+-
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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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
Performance Attribution
32
PERFORMANCE ATTRIBUTION
Text Here
Text Here
Text Here
Text Here Text Here
Text Here
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Text Here
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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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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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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%
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
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.
Portfolio Evaluation
38
Gov’t. Debt Securities
Foreign Gov’t. Debt Securities
Corporate Debt Securities
Dollar Corporate Debt Securities
Equity
30.10%
3.22%
13.74%
5.39%
22.78%
1,870,964,729
200,209,275
853,885,328
335,076,611
1,415,883,172
40%
20%
10%
20%
10%
Portfolio 1 10.40 16.94
Portfolio 2 9.32 10.39
Portfolio 3 9.35 10.39
Portfolio 4 10.50 11.30
Portfolio 5 10.99 11.07
Annualized
gross return %
Annualized standard
deviation %
1972-2017
Portfolio Evaluation
39
Gov’t. Debt Securities
Foreign Gov’t. Debt Securities
Corporate Debt Securities
Dollar Corporate Debt Securities
Equity
30.10%
3.22%
13.74%
5.39%
22.78%
1,870,964,729
200,209,275
853,885,328
335,076,611
1,415,883,172
Portfolio 1 10.40 16.94
Portfolio 2 9.32 10.39
Portfolio 3 9.35 10.39
Portfolio 4 10.50 11.30
Portfolio 5 10.99 11.07
Annualized
gross return %
Annualized standard
deviation %
1972-201740%
20%
10%
20%
10%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Mon Tue Wed Thu Fri
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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Feasible And Efficient Portfolios
Efficient Set
Feasible Set
41
Feasible Set Of Portfolio
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
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%
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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45
ADDITIONAL
SLIDE
Our Mission
46
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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
Our Goal
48
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06
05
04
03
02
01
08
07
Comparison
49
50%
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Financial
50
$70
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$90
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$95
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$50
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Quotes
51
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MICHAEL SMITH
Manager
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BETHANY LEVENSTOUN
CEO
Dashboard
52
LOW
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50%
MEDIUM
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90%
HIGH
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180%
Timeline
53
2017
2018
2019
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Target
54
01
02
0304
05
06
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Matrix
55
01
02
03
04
05
06
07
01 02 03 04 05 06 07
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YourTextHere
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Lego
56
Text Here
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Investment And Security Analysis Portfolio Management PowerPoint Presentation Slides

  • 1. Your Company Name Investment and Security Analysis Portfolio Management
  • 2. Agenda 2 Agenda 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 3. Portfolio Management Process 3 Measure This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Improve This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Define This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Analyze This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Control This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05
  • 4. Investment Objectives 4 Asset Management This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Set Your Goals This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Risk Management This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Management Team This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Tax Reduction This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 5. Investment Objectives 5 Why Are You Investing? 03 02 01 06 05 Increase Income This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Reduce Tax Liability This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Finance Expenses This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fight Inflation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Increase Saving This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 6. Risk Tolerance Analysis 6 Low High This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 01 This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. 02
  • 7. Risk Tolerance Analysis 7 Low This slide is 100% editable. Adapt it to your needs and capture your audience's attention. High This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Middle This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 100 20 10 30 40 80 90 70 60 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 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
  • 13. Risk Return Plot 13 0 2 4 6 8 10 12 14 5 10 15 20 25 30 35 40 45 AnnualizedReturn Annualized Standard Deviation 70% 30% 70% 30% NJK 40% 60% 40% 60% 40% 80% 20% 70% 30% 80% 20% 50%50%
  • 14. 14 Challenge Consequence Consequence Consequence Consequence Choice 1 Choice 2 Choice 3 Choice 4 What- If Modelling This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 15. What- If Modelling 15 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 16. What- If Modelling 16 Your Text Here Text Here Text Here Text Here Your Text Here Text Here Text Here Text Here Put Text Here Text Here Text Here Text Here Your Text Here Text Here Text Here Text Here Put Text Here Text Here Text Here Text Here Your Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 17. 17 Target Modelling This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 01 03 04 05
  • 18. Target Modelling 18 Goal Moderate Growth Concentrated Aggressive Growth Moderate Aggressive Growth Concentrated Growth Conservative Growth Aggressive Growth + More Diversification
  • 19. Key Driver Analytics 19 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fact # 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fact # 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fact # 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fact # 4 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 20. Key Driver Analytics 20 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 21. 21 Resource Capacity Planning 45% 25% 10% 10% 10% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable.
  • 22. Resource Capacity Planning 22 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 85% 70% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 55% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 60% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 23. Financial Planning 23 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Estate Planning This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Cash Flow This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Retirement This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Risk Management This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Investments Text Here
  • 24. Scheduling 24 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. JAN FEB MAR APR MAY JUN
  • 25. Pareto Optimal Portfolio 25 Attribute2 Dominate Solutions Infeasible Region Utopia Point Attribute 1
  • 26. Investment Approaches 26 Early Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Late Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Full Recession This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Early Recession This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Market Cycle
  • 27. Investment Approaches Minimizing Short-term Losses Mitigating Volatility Meeting Long-term Returns Client Objectives Strategies DIVERSIFY Combine sources of return to improve consistency ADJUST Reduce portfolio volatility through tactical adjustments INSURE BUY” Protection” against equity market crashes Products ▪ Dynamic Risk Management ▪ Volatility Management ▪ Risk Completion ▪ Tail Hedges ▪ Put Option ▪ Risk Parity ▪ Real Assets ▪ Factor Portfolios 27
  • 28. Investor Personality 28 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 33. Security Analysis 33 248 0 50 100 150 200 250 300 Your Text Here This slide is 100% editable.XYZ 01/10/2016 4:35PM 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 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.
  • 38. Portfolio Evaluation 38 Gov’t. Debt Securities Foreign Gov’t. Debt Securities Corporate Debt Securities Dollar Corporate Debt Securities Equity 30.10% 3.22% 13.74% 5.39% 22.78% 1,870,964,729 200,209,275 853,885,328 335,076,611 1,415,883,172 40% 20% 10% 20% 10% Portfolio 1 10.40 16.94 Portfolio 2 9.32 10.39 Portfolio 3 9.35 10.39 Portfolio 4 10.50 11.30 Portfolio 5 10.99 11.07 Annualized gross return % Annualized standard deviation % 1972-2017
  • 39. Portfolio Evaluation 39 Gov’t. Debt Securities Foreign Gov’t. Debt Securities Corporate Debt Securities Dollar Corporate Debt Securities Equity 30.10% 3.22% 13.74% 5.39% 22.78% 1,870,964,729 200,209,275 853,885,328 335,076,611 1,415,883,172 Portfolio 1 10.40 16.94 Portfolio 2 9.32 10.39 Portfolio 3 9.35 10.39 Portfolio 4 10.50 11.30 Portfolio 5 10.99 11.07 Annualized gross return % Annualized standard deviation % 1972-201740% 20% 10% 20% 10% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Mon Tue Wed Thu Fri
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 41. Feasible And Efficient Portfolios Efficient Set Feasible Set 41 Feasible Set Of Portfolio
  • 42. Selection Of The Optimal Portfolio 42 20% 50% 30% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Stocks This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Real Estate This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 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% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 65% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 95% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 55% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 75% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 46. Our Mission 46 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.Text Here
  • 47. 47 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Mary Star CEO Anita Smile Manager This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. John Doe Financial Advisor This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. John Lee Web Designer This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Our Team
  • 48. Our Goal 48 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 06 05 04 03 02 01 08 07
  • 49. Comparison 49 50% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 50. Financial 50 $70 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here $90 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here $95 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here $50 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here
  • 51. Quotes 51 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. MICHAEL SMITH Manager This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. BETHANY LEVENSTOUN CEO
  • 52. Dashboard 52 LOW This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. 50% MEDIUM This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. 90% HIGH This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. 180%
  • 53. Timeline 53 2017 2018 2019 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 54. Target 54 01 02 0304 05 06 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 55. Matrix 55 01 02 03 04 05 06 07 01 02 03 04 05 06 07 Put Text Here YourTextHere This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
  • 56. Lego 56 Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 57. Magnifier Glass 57 This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. 01 02 03 04 05 06
  • 58. Bar Graph 58 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.