Portfolio Management

As an investor, it is important to understand how to calculate the expected return of a portfolio. The expected return is an estimate of the average return an investor can expect to receive from a portfolio over a specific period of time. The expected return is a critical metric to determine if the portfolio is […]

Managing a bond portfolio requires a different set of strategies compared to managing a stock portfolio. Bond investors typically seek a steady stream of income and capital preservation, making bond investments an essential component of any well-diversified investment portfolio. Here are the top four strategies for managing a bond portfolio. Laddering Laddering is a strategy […]

When it comes to investing, there are many strategies one can use to build wealth over time. One such strategy is dollar-cost averaging (DCA). DCA is a simple yet effective investment strategy that involves investing a fixed amount of money into a particular investment at regular intervals over a period of time, regardless of the […]

Investors are always looking for ways to protect their portfolios from risk, and one strategy that has gained popularity in recent years is correlation diversification. This strategy involves investing in assets that have low or negative correlations with one another, in order to reduce overall portfolio risk. In this article, we will discuss the concept […]

Rebalancing is a crucial aspect of portfolio management, where an investor periodically adjusts the weights of assets in their portfolio to maintain their desired asset allocation. The objective of rebalancing is to reduce risk and ensure that the portfolio remains aligned with the investor’s investment objectives. There are several types of rebalancing strategies, each with […]

Value at Risk (VaR) is a widely used measure of financial risk that calculates the maximum potential loss a portfolio of assets or a single asset may incur over a specified period with a specified level of confidence. One of the critical assumptions behind VaR is that returns on financial assets follow a linear pattern, […]

Peter Lynch is a legendary investor who managed the Fidelity Magellan Fund from 1977 to 1990, achieving an average annual return of 29%. He is known for his simple and effective approach to stock picking, which can be summarized in three words: “invest in what you know.” In this article, we will explore the principles […]

Assets Under Management (AUM) is a commonly used term in the finance industry that refers to the total market value of assets that a financial institution or investment firm manages on behalf of its clients. It’s an important metric used to measure the size and success of an investment firm and its ability to attract […]

Dividend investing is a popular strategy among investors who want to generate passive income and grow their portfolios over time. By building a dividend portfolio, investors can receive regular payments from the companies they invest in, while also benefiting from potential long-term growth. However, building a dividend portfolio requires careful planning and consideration. Here are […]

Warren Buffett, also known as the Oracle of Omaha, is one of the most successful investors in history. With a net worth of over $100 billion, Buffett has become a household name for his long-term investment strategies and the performance of his portfolio. Over the years, Buffett has made many successful investments, but there are […]