Terms

Portfolio Management

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy, asset allocation for individuals and institutions, matching investments to objectives, and balancing risk against performance. It is all about determining strengths, weaknesses, opportunities, and threats.

More About Portfolio Management

Terms

Financial Planning

Mentioned by the Following

Entities

O’Shaughnessy Asset Management
ACG Analytics
Calderwood Capital
Century Management Financial Advisors
Chaikin Analytics LLC
Charles Schwab Corporation
Clearview Trading Advisors Inc
Cumberland Advisors
Dow Jones Newswires
Eclectica Asset Management
Economic Index Associates
Efficient Frontier Advisors
Equity Compass
Explorador Capital Management LLC
Gibson Capital, LLC
Indexed Mind
JKD Capital, LLC
Light Sky Macro
Linde Equity
Logica Capital Advisers
McMillan Analysis Corp.
North Star Asset Management
Pacific Investment Management Company
Pinnacle Advisory Group
Portfolio Management Consultants
Santiago Capital
Seilern Investment Management
Strategic Investment Group
The Bahnsen Group
The MBA Investment Fund, L.L.C.
Toroso Asset Management
Weldon Financial

EntityTypes

Investment Advisory

People

Alex Bryan
Alex Green
Alexander Campbell
Ami Joseph
Andrew Freedman
Andrew Hallam
Andrew Jung
Aniket Ullal
Arik Ben Dor
Arjun Divecha
Arthur Hyde
Austin Root
Barbara Friedberg
Barbara Petitt
Barclay Leib
Barry Ritholtz
Ben Breitholtz
Ben Hunt
Ben Melkman
Ben Reynolds
Benjamin Halliburton
Bob Johnson
Bob McNally
Bob Seawright
Brad Thomas
Brandon Turner
Brian Portnoy
Bruce Karsh
Bruce Phelps
Carley Garner
Cathie Wood
Charles Mizrahi
Chris Pavese
Chris Versace
Chuck Carnevale
Damion Lupo
Dan McMurtrie
Dan Passarelli
Dan Tapiero
Dan Zwirn
Daniel Ahn
Danielle Booth
Daryl Jones
David Bahnsen
David Chang
David Fried
David Kotok
David McWilliams
David Merkel
David Rea
David Rosenberg
David Shimko
Dean Curnutt
Dev Ashish
Dick Dickson
Diego Parrilla
Doug Eberhardt
Doug Kass
Douglas Lucas
Dylan Grice
Ed Yardeni
Edwin Elton
Emad Mostaque
Eric Fry
Eric Peters
Evan Lorenz
Felix Zulauf
Galen Burghardt
Gary Antonacci
Gary Shilling
George Goncalves
George Pruitt
Gerald Jensen
Gianna Bern
Giovanni Pozzi
Gontran de Quillacq
Grant Williams
Greg Diamond
Gregory Weldon
Howard Marks
Howard Penney
Howard Schilit
Ian Dyer
Ira Walker
JC Parets
Jared Dillian
Jason Goepfert
Jay Pelosky
Jay Van Sciver
Jayme Wiggins
Jeff Marcus
Jeff Miller
Jeff Snider
Jeff Weiss
Jeffrey Kleintop
Jesse Felder
Jim Cramer
John Bonnanzio
John Buckingham
John Jagerson
John Reese
John Stephenson
John Thomas
Jonathan Satovsky
Joseph Hogue
Josh Baumgarten
Josh Brown
Josh Steiner
Julian Brigden
Keith Brown
Keith McCullough
Kelley Wright
Kevin Davey
Kevin Massengill
Kristina Hooper
Lance Gaitan
Larry Robins
Larry Swedroe
Laurence Siegel
Lenore Hawkins
Leo Kolivakis
Lev Dynkin
Lex van Dam
Liz Ann Sonders
Louis Bacon
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luke Ellis
Mahmood Noorani
Maitha Al Shamsi
Manny Roman
Marc Chaikin
Marc Chandler
Marcos Carreira
Marin Katusa
Mark Mirsberger
Mark Sebastian
Mark Shenkman
Markus Heitkoetter
Martin Gruber
Marty Fridson
Matt Krantz
Matt Luth
Matt Rowe
Matt Tucker
Meb Faber
Mel Lindauer
Michael Covel
Michael Finke
Michael Kahn
Michael Lebowitz
Michael Miller
Michael Nicoletos
Michael Valdes
Michael Venuto
Michelle Leder
Mike Green
Mike Heroux
Mike Markowski
Mish Schneider
Mish Shedlock
Naufal Sanaullah
Neal Frankle
Neil George
Nick Ward
Patrick Gregory
Peter Boockvar
Peter Brandt
Peter Seilern
Peter Warburton
Philip Fischer
Pippa Malmgren
Raj Sharma
Raoul Pal
Ray Uy
Rick Rule
Robert Hagstrom
Robert Ross
Roger Wohlner
Ron Rowland
Ronnie Stoeferle
Russ Brownback
Russ Koesterich
Russel Kinnel
Russell Clark
Russell Wild
Samuel Rines
Sanford Leeds
Scott Van Den Berg
Simon Ree
Slobodan Jovanovic
Sophia Bera
Stan Richelson
Stephen Antczak
Stephen Perry
Steve Hanke
Steven Bleiberg
Steven Hawkins
Tad Rivelle
Tadas Viskanta
Ted Jenkin
Terrence Belton
Tim Sykes
Tobias Carlisle
Todd Tresidder
Tom Gentile
Tom Hutchinson
Tom Tobin
Tommy Thornton
Toni Turner
Tony Crescenzi
Tony Greer
Trevor Mottl
Victor Sperandeo
Vincent Catalano
Vincent Deluard
Vincent Randazzo
William Goetzmann
William Maxwell
William Sharpe
William Silber
Woody Brock
Yannik Zufferey

Publications

30 Day Dividends
Damodaran on Valuation
Debenhams Case Study
Exchange-Traded Funds For Dummies
Fixed Income Mathematics
High Yield Bonds
How to Invest in Cryptocurrencies
How to Retire on Dividends
Investing For Beginners
Investing in Bonds FD
Investment Analysis and Portfolio Management
Modern Portfolio Theory and Investment Analysis
Online Investing For Dummies
Phoenix Portfolio
Quantitative Credit Portfolio Management
Seeking Alpha Premium
Tail Risk Hedging
The Art of Value Investing
The Intelligent Asset Allocator
The Ten Trillion Dollar Gamble
The Treasury Bond Basis
The Warren Buffett Way
Winning at Active Management
You Can Be a Stock Market Genius

Strategies

Defensive Investing

Terms

Individual Stock

William Sharpe

Howard Marks

Robert Hagstrom

Tobias Carlisle

Austin Root

Greg Diamond

Brandon Turner

Charles Mizrahi

Tom Hutchinson

Marc Chaikin

Ian Dyer

Alex Green

Louis Navellier

John Jagerson

Eric Fry

Neil George

Tom Gentile

John Thomas

Jim Cramer

Kelley Wright

Ron Rowland

David Fried

Gary Shilling

Doug Kass

Chris Versace

Tim Sykes

Robert Ross

Jared Dillian

Larry Swedroe

Michael Finke

David Bahnsen

David Kotok

Emad Mostaque

Raoul Pal

Danielle Booth

Dean Curnutt

Ed Yardeni

Steven Bleiberg

Ronnie Stoeferle

Jay Van Sciver

Jeff Snider

Barclay Leib

Michelle Leder

Tad Rivelle

Tony Greer

Grant Williams

Michael Lebowitz

Brad Thomas

Chuck Carnevale

Nick Ward

George Goncalves

Jason Goepfert

Julian Brigden

Dick Dickson

Vincent Randazzo

Michael Kahn

Woody Brock

Ben Hunt

Giovanni Pozzi

Michael Venuto

Vincent Catalano

Matt Rowe

Keith McCullough

Mike Green

Eric Peters

Dan Tapiero

Dylan Grice

Jeff Marcus

Tommy Thornton

Alexander Campbell

Lenore Hawkins

Keith Brown

Raj Sharma

Louise Gunderson

Josh Brown

Kevin Massengill

Mish Shedlock

Mish Schneider

Larry Robins

Michael Valdes

Sophia Bera

Laurence Siegel

Lev Dynkin

Louis Bacon

Howard Penney

Daryl Jones

Luis Garcia-Feijoo

Luke Ellis

Josh Steiner

Tom Tobin

Ami Joseph

Andrew Freedman

Manny Roman

Steve Hanke

Jeffrey Kleintop

Marcos Carreira

Marin Katusa

Ira Walker

Mark Sebastian

David Rea

Andrew Jung

Mark Mirsberger

Scott Van Den Berg

Mark Shenkman

Markus Heitkoetter

Martin Gruber

Peter Brandt

Matt Krantz

Matt Luth

Peter Warburton

Vincent Deluard

Rick Rule

Kevin Davey

Carley Garner

Doug Eberhardt

Mel Lindauer

Michael Covel

Damion Lupo

Victor Sperandeo

William Silber

George Pruitt

Slobodan Jovanovic

Bob McNally

Pippa Malmgren

John Stephenson

Jonathan Satovsky

Maitha Al Shamsi

Dan McMurtrie

Jayme Wiggins

Andrew Hallam

Russell Wild

Liz Ann Sonders

Trevor Mottl

Gerald Jensen

Edwin Elton

Sanford Leeds

David Rosenberg

William Maxwell

Steven Hawkins

Stephen Perry

Peter Seilern

Galen Burghardt

Michael Nicoletos

Terrence Belton

Gianna Bern

Gary Antonacci

Samuel Rines

Bruce Karsh

Josh Baumgarten

Dan Passarelli

Jeff Weiss

Leo Kolivakis

Bruce Phelps

Stan Richelson

Ben Breitholtz

Patrick Gregory

Arik Ben Dor

Gontran de Quillacq

Naufal Sanaullah

Gregory Weldon

Benjamin Halliburton

Yannik Zufferey

Marty Fridson

Mahmood Noorani

Arthur Hyde

Evan Lorenz

Toni Turner

William Goetzmann

Russell Clark

Jeff Miller

Lance Gaitan

Daniel Ahn

Chris Pavese

Tony Crescenzi

Diego Parrilla

Jesse Felder

Felix Zulauf

David McWilliams

Cathie Wood

Barry Ritholtz

Jay Pelosky

Lex van Dam

Simon Ree

Arjun Divecha

Barbara Petitt

John Bonnanzio

John Buckingham

Russel Kinnel

Alex Bryan

Dan Zwirn

Peter Boockvar

Mike Markowski

Todd Tresidder

Tadas Viskanta

Roger Wohlner

Mike Heroux

Ben Reynolds

Douglas Lucas

Aniket Ullal

JC Parets

Howard Schilit

Brian Portnoy

Philip Fischer

Kristina Hooper

Ray Uy

Bob Johnson

Russ Koesterich

Matt Tucker

Russ Brownback

David Shimko

Michael Miller

Ben Melkman

Dev Ashish

Joseph Hogue

Meb Faber

Marc Chandler

Barbara Friedberg

Neal Frankle

David Merkel

Bob Seawright

Ted Jenkin

John Reese

David Chang

Stephen Antczak