To build a successful stock portfolio, one should commit to long-term investing, understand different types of stocks, develop an investment strategy aligned with their goals, and diversify their holdings. When evaluating individual stocks, it is important to consider factors like the price-to-earnings ratio, book value, return on equity, total return, debt-to-equity ratio, and volatility to identify undervalued stocks. Regularly reviewing and rebalancing a portfolio is also key to strong long-term performance.
All About Equity Funds | Equity Fund Types Features and BenefitsNimish Maheshwari
Understand This PPT : https://youtu.be/TTAdBJixg9o
This slide share tells all about the equity fund inevsting, its types, Features, Benefits.
What an equity Fund?
How do Equity Funds work?
Who should Invest in Equity Funds?
Types of Equity Mutual Funds
Features of an Equity Fund
Benefits of investing in Equity Mutual Funds
Taxation rules of Equity Funds
Choosing between Lumpsum Investment and SIP
For video :https://youtu.be/TTAdBJixg9o
This is a risk control system that allows investors to design futures trading strategies, which generate returns with pre-defined statistical properties. It also allows modeling the correlation between the returns of the trading strategy and the returns of other assets thus enabling to create the perfect diversifier. The reserve assets can be chosen from a wide variety of underlyings. The strategy allows for tactical input through the choice of futures contracts to trade. The composition of futures portfolio can be changed whenever and as often as needed, thereby incorporating any tactical views of the fund manager. From a tactical point of view, this strategy is as active or passive as the fund manager needs it to be.
By construction, returns are drawn from the desired distribution and, forward-looking, will therefore have the targeted properties.
The CTA industry has faced prolonged periods of negative returns, ongoing redemptions, declining revenues and mounting expenses. Is the tide ever going to shift? What if it doesn't?
This presentation provides an overview of the Managed Futures sector past and present and explores several ways to unlock value in 2014.
Highlights:
• Larger firms continue to gather assets, yet smaller firms are seeing record outflows
• Do investors really understand the strategy?
• Do investors understand your capabilities?
• Importance of developing new products and distribution channels
• Positioning the firm for the future
These are just a few of the topics covered in our presentation. We would like to invite you to join the discussion and share your thoughts.
A course for advanced students who want to understand how options really work
John Olagues
www.truthinoptions.net
olagues@gmail.com
504-875-4825
http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470471921.html
All About Equity Funds | Equity Fund Types Features and BenefitsNimish Maheshwari
Understand This PPT : https://youtu.be/TTAdBJixg9o
This slide share tells all about the equity fund inevsting, its types, Features, Benefits.
What an equity Fund?
How do Equity Funds work?
Who should Invest in Equity Funds?
Types of Equity Mutual Funds
Features of an Equity Fund
Benefits of investing in Equity Mutual Funds
Taxation rules of Equity Funds
Choosing between Lumpsum Investment and SIP
For video :https://youtu.be/TTAdBJixg9o
This is a risk control system that allows investors to design futures trading strategies, which generate returns with pre-defined statistical properties. It also allows modeling the correlation between the returns of the trading strategy and the returns of other assets thus enabling to create the perfect diversifier. The reserve assets can be chosen from a wide variety of underlyings. The strategy allows for tactical input through the choice of futures contracts to trade. The composition of futures portfolio can be changed whenever and as often as needed, thereby incorporating any tactical views of the fund manager. From a tactical point of view, this strategy is as active or passive as the fund manager needs it to be.
By construction, returns are drawn from the desired distribution and, forward-looking, will therefore have the targeted properties.
The CTA industry has faced prolonged periods of negative returns, ongoing redemptions, declining revenues and mounting expenses. Is the tide ever going to shift? What if it doesn't?
This presentation provides an overview of the Managed Futures sector past and present and explores several ways to unlock value in 2014.
Highlights:
• Larger firms continue to gather assets, yet smaller firms are seeing record outflows
• Do investors really understand the strategy?
• Do investors understand your capabilities?
• Importance of developing new products and distribution channels
• Positioning the firm for the future
These are just a few of the topics covered in our presentation. We would like to invite you to join the discussion and share your thoughts.
A course for advanced students who want to understand how options really work
John Olagues
www.truthinoptions.net
olagues@gmail.com
504-875-4825
http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470471921.html
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
A Study on the Performance of Mutual Fund Scheme in IndiaIJAEMSJORNAL
A mutual fund is a trust that encompasses the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus, Mutual Fund is one of the most effective instruments for the small & medium investors for investment and offers opportunity to them to participate in capital market with low level of risk. It also provides the facility of diversification i.e. investors can invest across different types of schemes. Indian Mutual Fund has achieved a lot of popularity since last two decades. For a long time UTI enjoyed the monopoly in mutual fund industry. But with the passage of time many new players came in the market and thus the mutual fund industry faces a lot of competition. Now a day this industry has become the major player of the financial system. Therefore it becomes important to investigate the mutual fund performance at continuous basis. The wide variety of schemes floated by these mutual fund companies gave wide investment choice for the investors. Among wide variety of funds equity, diversified fund is considered as substitute for direct stock market investment. In present paper an attempt has been made to investigate the performance of the open ended, growth oriented, equity diversified schemes on the basis of return and risk evaluation. The analysis was achieved by assessing various financial tests like Average Return, Standard Deviation, Beta, Coefficient of Determination (R2), Alpha, Sharpe Ratio and Treynor Ratio whose results will be useful for investors for taking better investment decisions. The data has been taken from various websites of mutual fund schemes and from amfiindia.com. The analysis depicts that majority of funds selected for study have outperformed under Sharpe Ratio as well as Treynor Ratio.
The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.
Investment basics wayne lippman
Wayne Lippman has forty years of involvement in broad daylight bookkeeping incorporating a quarter century Price Waterhouse, where he served as an expense accomplice in the San Francisco and Oakland workplaces. He was already Managing Tax Partner of the Walnut Creek office of Price Waterhouse.
Wayne spends significant time in individual assessment getting ready for corporate officials and corporate duty anticipating firmly held organizations. He has huge involvement in investment opportunity arranging, exploration and trial credits and multi-state tax assessment. His industry experience incorporates the tax assessment of assembling, dispersion, development, high innovation, retail, benefit commercial enterprises, land organizations and endeavor reserves. Wayne is dynamic in expert associations and is a past administrator of the Taxation Committee of the California Society of Certified Public Accountants, East Bay Chapter. Wayne Lippman got a Bachelor of Arts degree in Economics from the University of California, Berkeley and a Master of Science degree in Taxation from Golden Gate University.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
This ppt is expressed about the importance of investing in real world. Investing in the stock market has the capability to hegemony the power of inflations. In this ppt, included about the type of investment as well as information on the stock market from the basic level in an attractive way. It depicts a clear picture of investment and understands the concept of how easy to enter in stock market.
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
A Study on the Performance of Mutual Fund Scheme in IndiaIJAEMSJORNAL
A mutual fund is a trust that encompasses the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus, Mutual Fund is one of the most effective instruments for the small & medium investors for investment and offers opportunity to them to participate in capital market with low level of risk. It also provides the facility of diversification i.e. investors can invest across different types of schemes. Indian Mutual Fund has achieved a lot of popularity since last two decades. For a long time UTI enjoyed the monopoly in mutual fund industry. But with the passage of time many new players came in the market and thus the mutual fund industry faces a lot of competition. Now a day this industry has become the major player of the financial system. Therefore it becomes important to investigate the mutual fund performance at continuous basis. The wide variety of schemes floated by these mutual fund companies gave wide investment choice for the investors. Among wide variety of funds equity, diversified fund is considered as substitute for direct stock market investment. In present paper an attempt has been made to investigate the performance of the open ended, growth oriented, equity diversified schemes on the basis of return and risk evaluation. The analysis was achieved by assessing various financial tests like Average Return, Standard Deviation, Beta, Coefficient of Determination (R2), Alpha, Sharpe Ratio and Treynor Ratio whose results will be useful for investors for taking better investment decisions. The data has been taken from various websites of mutual fund schemes and from amfiindia.com. The analysis depicts that majority of funds selected for study have outperformed under Sharpe Ratio as well as Treynor Ratio.
The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market instruments.
Investment basics wayne lippman
Wayne Lippman has forty years of involvement in broad daylight bookkeeping incorporating a quarter century Price Waterhouse, where he served as an expense accomplice in the San Francisco and Oakland workplaces. He was already Managing Tax Partner of the Walnut Creek office of Price Waterhouse.
Wayne spends significant time in individual assessment getting ready for corporate officials and corporate duty anticipating firmly held organizations. He has huge involvement in investment opportunity arranging, exploration and trial credits and multi-state tax assessment. His industry experience incorporates the tax assessment of assembling, dispersion, development, high innovation, retail, benefit commercial enterprises, land organizations and endeavor reserves. Wayne is dynamic in expert associations and is a past administrator of the Taxation Committee of the California Society of Certified Public Accountants, East Bay Chapter. Wayne Lippman got a Bachelor of Arts degree in Economics from the University of California, Berkeley and a Master of Science degree in Taxation from Golden Gate University.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
This ppt is expressed about the importance of investing in real world. Investing in the stock market has the capability to hegemony the power of inflations. In this ppt, included about the type of investment as well as information on the stock market from the basic level in an attractive way. It depicts a clear picture of investment and understands the concept of how easy to enter in stock market.
Stock performance report for home depotwtsadvisors
The WTS Advisors stock trading algorithm is a trend following program based upon daily price discovery filtered through technical indicators such as Stochastics, Directional Movement Index and MACD. I will send you a technical report for any stock.
Please request securities listed on NYSE, NASDAQ, or other major world exchanges like in London, Tokyo, Toronto, and Hong Kong but not-over-the counter or penny stocks.
Analysis and explanation of various investment options in Indiaumang22
To highlight key features of Investment avenue.
To examine knowledge and problem of available investment avenues.
To find the main bases of different investment avenues, an investor thinks before investing.
How to Build a Diversified Investment Portfolio for Long.pdfCIOWomenMagazine
Investing is a key component of achieving financial success and security, and building a diversified investment portfolio is a fundamental strategy for long-term prosperity. A diversified investment portfolio helps spread risk, optimize returns, and navigate the volatile nature of financial markets.
Investing in these times of economic and social uncertainty takes some extra care and skill. With the proper investment strategy you can weather the storm and come out on the other side better than when it started.
Your investing decisions make you cautious and others curious at the same time. Why cautious because you have to be very careful before pouring in your money and others will go curious about how you’re achieving good returns as result. It’s essential to counter some knowledge before taking any step ahead. Investors like you have different styles of investing, some like to play intraday, some are into SIPs, some are long-term investors, and more. Your potential to invest in the stock market requires a plan including the capacity to take risks, the tenure of your investment and things like this.
Various types of stocks offer returns in a discrete way depending upon their nature, market cap, size of the company, background of the company, the products it deals in, etc. In this article, we’ll discuss the concept of growth stocks vs value stocks, their meaning, how they work, and investing guide about them.
Investment Portfolio: A Comprehensive Guide to Building and Managing Your WealthStock Venture
You can safeguard your financial future by learning how to construct an effective portfolio. Master the art of advanced portfolio management by learning about concepts like diversity, setting goals, evaluating risk, and others. Start your journey to financial success right now!
1. How to Build a Stock Portfolio:
1. Portfolio-Building Strategies
2. Evaluating Stocks for your Portfolio
The stock market and its potential for risk intimidates many people.
Nonetheless, a well built stock portfolio, over time, will outperform
other investments. It is possible to build a stock portfolio yourself, but
even if you work with a broker, understanding your goals as well as the
nature of the market will help build a successful investing strategy.
Below are steps on how to build a stock portfolio and how to evaluate
stocks to build your portfolio with.
3. 1. Commit to investing over the long term.
a) It is possible to make "a killing in the market" by making a lot of
money on a stock in a short period of time, but that sudden gain can
be wiped out by an equally sudden loss. A sustained presence in
the market is more likely to pay over time than trying to make a
quick buck.
b) As part of investing over the long term, determine how much money
you won't need to touch for 5 years or longer and set that aside for
investing. Money you'll need in a shorter period of time should be
invested in shorter-term investments.
4. 2 Understand the different kinds of stocks.
Stocks represent an ownership stake, or share in the
company that issues them. The money generated from
the sale of stock is used by the company for its capital
projects, and the profits generated by the company's
operation may be returned to investors in the form of
dividends. Stocks come in 2 varieties: common and
preferred stocks. Preferred stocks are so called
because holders of these stocks are paid dividends
before owners of common stocks. Most stocks,
however, are common stocks, which can be subdivided
into the categories below:
5. a) Growth stocks are those stocks projected to increase in value
faster than the rest of the market in general, based on their prior
performance record. They entail more risk over time but offer
greater rewards in the end.
b) Income or value stocks are those that pay better dividends than
other stocks. This category can include both common and
preferred stocks.
c) Blue-chip stocks are stocks that have performed well as either
growth or income stocks for a long enough period of time that
they are considered safe investments. They may not grow as
rapidly as stocks designated as growth stocks or pay as well at a
given time as stocks designated as income stocks, but they can
be depended upon for steady growth or steady income. They are
not, however, immune from the fortunes of the market.
6. d) Defensive stocks are stocks for companies whose products and services people
buy, no matter what the economy is doing. They include the stocks of food and
beverage companies, pharmaceutical companies and utility companies.
e) Cyclical stocks, in contrast, rise and fall with the economy. They include the
stocks of such industries as airlines, chemicals, home building and steel
manufacturers.
f) Speculative stocks include the offerings of young companies with new
technologies and older companies with new executive talent. They draw
investors looking for something new or a way to beat the market. Most of these
stocks don't do well.
7. 3. Develop an investment strategy that meets your goals.
a) Decide what type of stock portfolio is most important to meet your
overall financial goals. If making a lot of money over time is
important to you, you'll want to build a stock portfolio of largely
growth stocks, with some blue-chip and income stocks and possibly
either a few well timed cyclical stocks or well researched speculative
stocks. If you need to earn a continuing income from stocks, you'll
want to build a portfolio composed primarily of income stocks, with
some blue-chip and defensive stocks for balance.
b) Understand that your financial goals may change over time and adjust your
portfolio over time. Generally, the younger you are, the more risk you can
take and may be better served with a growth-oriented portfolio, while the
older you become, the more you'll need a source of income and may be
better served with an income-oriented portfolio.
8. 4. Diversify your holdings.
a) Regardless of whether you pursue a growth-oriented or incomeoriented strategy, you should rely on more than 1 or 2 stocks to
make up your portfolio. Investing in multiple stocks spreads your risk
over several companies and possibly several industries and classes
of stock, depending on how you build your portfolio. Ideally, poor
performance by 1 or 2 stocks will be offset by significant gains in the
other stocks.
b) One way to ensure diverse holdings is to invest in stock mutual funds, either
in combination with or in place of direct stock ownership. Mutual funds are
often good for new investors to the stock market, giving them a chance to
learn the ins and outs of the market as they reap the benefits of investing.
9. 5. Invest regularly.
a) Just as saving regularly can build your bank balance, investing
regularly can build your portfolio over time. Buying stock or mutual
fund shares on a regular basis lets you take advantage of dollar cost
averaging, which lets you buy more shares per dollar during times
when stock prices are low and take advantage of the increased
value when prices are high.
b) One type of portfolio in which you can invest regularly without a
broker's assistance is a direct investing, or DRIP, portfolio. DRIP
portfolios usually require a smaller initial investment than most
brokerage offerings because there are no broker fees, and they let
you start with a smaller number of stocks that you can research
before buying and track afterward.
10. Method 2 of 2: Evaluating Stocks for Your Portfolio
11. 1. Look at the price-to-earnings ratio.
a) The P/E ratio, as it's abbreviated, can be figured as either the
stock's current price against its earnings per share for the last 12
months ("trailing P/E") or its projected earnings for the next 12
months ("anticipated P/E"). A stock selling for $10 per share that
earns 10 cents per share has a P/E ratio of 10 divided by 0.1 or 100;
a stock selling for $50 per share that earns $2 per share has a P/E
ratio of 50 divided by 2 or 25. You want to buy the lowest P/E ratio
you can.
b) When looking at P/E ratio, figure the P/E ratio for the stock for
several years and compare it to the P/E ratio for other companies in
the same industry and for indexes representing the entire market,
such as the Dow-Jones Industrial Average or the Standard and
Poor's (S&P) 500.
12. 2. Look at the stock's book value.
a) The book value, or shareholders' equity, is the
theoretical amount that stockholders would be paid for
each share owned if the company went out of business.
Stocks that sell close to or below book value are
considered cheap stocks.
b) Look at the reasons for the stock selling near or below
book value as well as the actual price. It may mean the
stock is undervalued and is a bargain, or it may mean
that the company is having trouble.
13. 3. Look at the return on equity.
Also called return on book value,
this figure is the company's income
after taxes as a percentage of its
total book value. It represents
how well the shareholders profit
their investment in the company's
success. As with P/E ratio, you need
to look at several years' worth of
returns on equity to get an accurate
picture.
14. Look at the total return.
4. Look at the total return.
Total return includes earnings
from dividends as well as
changes in value from the price
of the stock and provides a
means of comparing the stock
with other, non-stock investments.
15. 5. Evaluate the debt-to-equity ratio.
This ratio is the company's book value divided by its
debts. The more money the company pays in bond
interest or lines of credits with banks, the less it can
invest in its own future, protect itself from downturns or
pay dividends. Debt-to-equity ratios vary in different
industries and should be compared against other
companies within the same industry to gauge whether
the ratio is acceptable or excessive.
16. 6. Observe the stock's volatility.
a) How much the stock's price has changed in the past is a good
measure of how likely it is to change in the future. One measure of
volatility is beta, which compares the fluctuations of an individual
stock against those of an index such as the S&P 500. A beta of 1.0
means that the stock fluctuates as the index does; a lower beta
means it fluctuates less and a higher beta means it fluctuates more.
b) These 6 factors are known as a stock's fundamentals, and evaluations
using these factors are called fundamental analysis. Another way to
evaluate a stock is through factors such as previous price changes, the
ratio of advancing to declining stocks and other related statistics. This
form of analysis is known as technical analysis.
17. Tips.
You should review your portfolio at least once a year to
ensure that your portfolio is balanced correctly and that
the stocks in it are performing for you. At this time, you
should replace poor performing stocks with better
performers and adjust the ratio of stocks to take
advantage of changes in the market in the last 12
months. This is one of the services a brokerage firm can
handle for you if you choose not to do it yourself.
18. Warnings:
Be aware that not all common stocks pay dividends.
Whether a stock pays dividends should be only one
factor in choosing it, not necessarily the only factor.