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.

Terms

Financial Planning

Mentioned by the Following

Entities

O’Shaughnessy Asset Management
ACG Analytics
Altera Investments
Barrow, Hanley, Mewhinney & Strauss, LLC
Bespoke Investment Group
BlockTower Capital
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
Healey Development
Indexed Mind
JKD Capital, LLC
Kamakura Corporation
Light Sky Macro
Linde Equity
Logica Capital Advisers
McMillan Analysis Corp.
North Star Asset Management
PWL Capital
Pacific Investment Management Company
PagnatoKarp
Pinnacle Advisory Group
Portfolio Management Consultants
Prerequisite Capital Management
RW Advisory
Santiago Capital
Seilern Investment Management
Strategic Investment Group
Tekne Capital Management
The Bahnsen Group
The Fortune Teller
The MBA Investment Fund, L.L.C.
Toroso Asset Management
Ulysses Management
Weldon Financial
Wise Investor Group

Entity Types

Investment Advisory

Industries

Asset Management
Finance, Investments & Asset Management

People

Aksel Kibar
Albert Meyer
Alejandro Reyes
Alex Bryan
Alex Green
Alex Shevelev
Alexander Campbell
Amelia Bourdeau
Ami Joseph
Amin Elkholy
Andrew Freedman
Andrew Hallam
Andrew Jung
Andrés Cardenal
Aniket Ullal
Anne Richards
Arik Ben Dor
Arjun Divecha
Arthur Hyde
Austin Root
Avi Gilburt
Barbara Friedberg
Barbara Petitt
Barclay Leib
Barry Ritholtz
Bastian Bolesta
Ben Breitholtz
Ben Davies
Ben Hunt
Ben Melkman
Ben Reynolds
Benjamin Halliburton
Bernd Ondruch
Bhavneesh Sharma
Bill Erbey
Bill Gunderson
Bill Lipschutz
Bob Johnson
Bob McNally
Bob Savage
Bob Seawright
Brad Thomas
Brandon Turner
Brent Donnelly
Bret Jensen
Brett Steenbarger
Brian Cooke
Brian Portnoy
Bruce Karsh
Bruce Phelps
Carley Garner
Cary Carbonaro
Cathie Wood
Chad Cascarilla
Chaim Siegel
Changpeng Zhao
Charles Brandes
Charles Mizrahi
Charlie Songhurst
Chris DeMuth Jr
Chris Pavese
Chris Sullivan
Chris Versace
Chris Watling
Chuck Carnevale
Constance Hunter
Damion Lupo
Dan McMurtrie
Dan Morehead
Dan Passarelli
Dan Tapiero
Dan Zwirn
Daniel Ahn
Daniel Lacalle
Daniel Want
Danielle Booth
Daren Riley
Daryl Jones
Dave Iben
Dave Samra
David Bahnsen
David Brief
David Chang
David Dreman
David Fried
David Hay
David Hunter
David Kotok
David Krejca
David Kudla
David McWilliams
David Merkel
David Rea
David Rosenberg
David Shimko
David Tice
Dean Curnutt
Denise Shull
Dev Ashish
Dick Dickson
Diego Parrilla
Donald van Deventer
Doug Eberhardt
Doug Kass
Douglas Borthwick
Douglas Lucas
Dylan Grice
Ed Yardeni
Edwin Elton
Egon von Greyerz
Emad Mostaque
Eric Fry
Eric Parnell
Eric Peters
Erik Conley
Etienne de Marsac
Evan Lorenz
Felix Zulauf
Francis Hunt
Fredrik Nerbrand
Galen Burghardt
Gareth Murphy
Gary Antonacci
Gary Shilling
George Goncalves
George Pruitt
Gerald Jensen
Gershon Distenfeld
Gianna Bern
Giovanni Pozzi
Gontran de Quillacq
Grant Williams
Greg Diamond
Greg Weldon
Harry Melandri
Howard Lindzon
Howard Marks
Howard Penney
Howard Schilit
Ian Dyer
Ira Walker
J Mintzmyer
JC Parets
Jack Schwager
Jack Selby
Jalak Jobanputra
James Altucher
Jared Dillian
Jason Goepfert
Jay Lichter
Jay Pelosky
Jay Van Sciver
Jayme Wiggins
Jeff Dorman
Jeff Leventhal
Jeff Marcus
Jeff Miller
Jeff Snider
Jeff Weiss
Jeffrey Himelson
Jeffrey Kleintop
Jeffrey Sherman
Jesse Felder
Jim Cramer
Jim Dunn
Joe Duran
Joe Mezrich
John Bonnanzio
John Buckingham
John Cultra
John Floyd
John Hathaway
John Jagerson
John Liew
John Reese
John Stephenson
John Thomas
Jonathan Satovsky
Joseph Hogue
Josh Ayers
Josh Baumgarten
Josh Brown
Josh Steiner
Julian Brigden
Juliette Declercq
Keith Brown
Keith Dicker
Keith Jurow
Keith McCullough
Kelley Wright
Kerr Neilson
Kevin Davey
Kevin Massengill
Kevin Myeroff
Kiyan Zandiyeh
Konstantin Boehmer
Kristina Hooper
Lance Gaitan
Larry Robins
Larry Swedroe
Laurence Siegel
Lee Robinson
Lenore Hawkins
Leo Kolivakis
Lev Dynkin
Lex van Dam
Liz Ann Sonders
Louis Bacon
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luke Ellis
Luke Gromen
Mahmood Noorani
Maitha Al Shamsi
Maleeha Bengali
Manny Roman
Marc Chaikin
Marc Chandler
Marcos Carreira
Marcus Ashworth
Marin Katusa
Mark Anson
Mark Gordon
Mark Hake
Mark Hulbert
Mark Mirsberger
Mark Sebastian
Mark Shenkman
Markus Heitkoetter
Marshall Auerback
Martin Armstrong
Martin Gruber
Marty Fridson
Matein Khalid
Matt Bohlsen
Matt Krantz
Matt Luth
Matt Rowe
Matt Tucker
Maziar Minovi
Meb Faber
Mel Lindauer
Michael Boyd
Michael Covel
Michael Finke
Michael Gettings
Michael Kahn
Michael Kantrowitz
Michael Kramer
Michael Lebowitz
Michael Miller
Michael Nicoletos
Michael Schneider
Michael Valdes
Michael Venuto
Michelle Leder
Mike Green
Mike Heroux
Mike Markowski
Mike Moeller
Mike Oliver
Mish Schneider
Mish Shedlock
Nancy Davis
Naufal Sanaullah
Neal Frankle
Neil Azous
Neil George
Nic Carter
Nick Reece
Nick Ward
Patrick Gregory
Paul Brodsky
Paul Krake
Paul Mampilly
Paul Schulte
Peter Atwater
Peter Boockvar
Peter Brandt
Peter Seilern
Peter Stein
Peter Warburton
Phil Tye
Philip Fischer
Pippa Malmgren
Raj Sharma
Raoul Pal
Ray Uy
Rick Rule
Robert Balan
Robert Hagstrom
Robert Ross
Robin Griffiths
Roger Montgomery
Roger Wohlner
Ron Carson
Ron Rowland
Ronnie Stoeferle
Russ Brownback
Russ Koesterich
Russel Kinnel
Russell Clark
Russell Wild
Sachin Oza
Sahm Adrangi
Samuel Rines
Sanford Leeds
Scott Van Den Berg
Shawn Hackett
Siddhartha Jha
Simon Dixon
Simon Hamilton
Simon Lack
Simon Ree
Slobodan Jovanovic
Sophia Bera
Stan Richelson
Stanley Kogelman
Stephen Antczak
Stephen Perry
Steve Auth
Steve Braverman
Steve Hanke
Steve Johnson
Steven Bleiberg
Steven Hawkins
Steven Lord
Tad Rivelle
Tadas Viskanta
Tariq Dennison
Tassos Stassopoulos
Tavi Costa
Ted Jenkin
Terrence Belton
Thomas McDonald
Tim Price
Tim Sykes
Tobias Carlisle
Todd Tresidder
Tom Gentile
Tom Hutchinson
Tom Jacobs
Tom Lott
Tom Tobin
Tommy Thornton
Toni Turner
Tony Crescenzi
Tony Greer
Trace Mayer
Trevor Mottl
Udayan Mitra
Van Tharp
Victor Dergunov
Victor Haghani
Victor Sperandeo
Vikram Mansharamani
Vincent Catalano
Vincent Deluard
Vincent Randazzo
Will Peets
William Demchak
William Goetzmann
William Maxwell
William Sharpe
William Silber
Woody Brock
Xavier Rolet
Yannik Zufferey
Yuval Rooz

Positions

30 Day Dividends
Advanced Bond Portfolio Management
All About Bonds, Bond Mutual Funds, and Bond ETFs
Applied Equity Valuation
Bank Loans
Beyond Value at Risk
Bond Markets, Analysis, and Strategies
Bond and Money Markets
Canadian Couch Potato
Cash Management
Damodaran on Valuation
Debenhams Case Study
Derivatives and Equity Portfolio Management
Dynamic Hedging
Equity Portfolio Management
Equity Valuation and Portfolio Management
Exchange-Traded Funds For Dummies
Financial Advice and Investment Decisions
Fixed Income Mathematics
Fundamental Analysis For Dummies
Handbook of Portfolio Management
High Yield Bonds
How to Invest in Cryptocurrencies
How to Make Money with Junk Bonds
How to Retire on Dividends
Investing For Beginners
Investing in Bonds FD
Investment Analysis and Portfolio Management
Investment Management for Insurers
Managing Fixed Income Portfolios
Managing MBS Portfolios
Managing a Corporate Bond Portfolio
Mathematical Methods for Finance
Modern Portfolio Theory and Investment Analysis
Online Investing For Dummies
Phoenix Portfolio
Portfolio Construction and Analytics
Professional Perspectives on FIPM
Professional Perspectives on Fixed Income Portfolio Management
Quantitative Credit Portfolio Management
Risk-Return Analysis: Volume 3
Robust Equity Portfolio Management
Seeking Alpha Premium
Tail Risk Hedging
The Art of Value Investing
The Golden Revolution
The Handbook of European Fixed Income Securities
The Handbook of Stock Index Futures and Options
The Intelligent Asset Allocator
The Mathematics of Financial Modeling and Investment Management
The Ten Trillion Dollar Gamble
The Treasury Bond Basis
The Warren Buffett Way
Think, Act, and Invest Like Warren Buffett
Winning at Active Management
You Can Be a Stock Market Genius

Publication Types

Defensive Investing

Strategies

Individual Stock

Aksel Kibar

Albert Meyer

Alejandro Reyes

Alex Bryan

Alex Green

Alex Shevelev

Alexander Campbell

Amelia Bourdeau

Ami Joseph

Amin Elkholy

Andrew Freedman

Andrew Hallam

Andrew Jung

Andrés Cardenal

Aniket Ullal

Anne Richards

Arik Ben Dor

Arjun Divecha

Arthur Hyde

Austin Root

Avi Gilburt

Barbara Friedberg

Barbara Petitt

Barclay Leib

Barry Ritholtz

Bastian Bolesta

Ben Breitholtz

Ben Davies

Ben Hunt

Ben Melkman

Ben Reynolds

Benjamin Halliburton

Bernd Ondruch

Bhavneesh Sharma

Bill Erbey

Bill Gunderson

Bill Lipschutz

Bob Johnson

Bob McNally

Bob Savage

Bob Seawright

Brad Thomas

Brandon Turner

Brent Donnelly

Bret Jensen

Brett Steenbarger

Brian Cooke

Brian Portnoy

Bruce Karsh

Bruce Phelps

Carley Garner

Cary Carbonaro

Cathie Wood

Chad Cascarilla

Chaim Siegel

Changpeng Zhao

Charles Brandes

Charles Mizrahi

Charlie Songhurst

Chris DeMuth Jr

Chris Pavese

Chris Sullivan

Chris Versace

Chris Watling

Chuck Carnevale

Constance Hunter

Damion Lupo

Dan McMurtrie

Dan Morehead

Dan Passarelli

Dan Tapiero

Dan Zwirn

Daniel Ahn

Daniel Lacalle

Daniel Want

Danielle Booth

Daren Riley

Daryl Jones

Dave Iben

Dave Samra

David Bahnsen

David Brief

David Chang

David Dreman

David Fried

David Hay

David Hunter

David Kotok

David Krejca

David Kudla

David McWilliams

David Merkel

David Rea

David Rosenberg

David Shimko

David Tice

Dean Curnutt

Denise Shull

Dev Ashish

Dick Dickson

Diego Parrilla

Donald van Deventer

Doug Eberhardt

Doug Kass

Douglas Borthwick

Douglas Lucas

Dylan Grice

Ed Yardeni

Edwin Elton

Egon von Greyerz

Emad Mostaque

Eric Fry

Eric Parnell

Eric Peters

Erik Conley

Etienne de Marsac

Evan Lorenz

Felix Zulauf

Francis Hunt

Fredrik Nerbrand

Galen Burghardt

Gareth Murphy

Gary Antonacci

Gary Shilling

George Goncalves

George Pruitt

Gerald Jensen

Gershon Distenfeld

Gianna Bern

Giovanni Pozzi

Gontran de Quillacq

Grant Williams

Greg Diamond

Greg Weldon

Harry Melandri

Howard Lindzon

Howard Marks

Howard Penney

Howard Schilit

Ian Dyer

Ira Walker

J Mintzmyer

JC Parets

Jack Schwager

Jack Selby

Jalak Jobanputra

James Altucher

Jared Dillian

Jason Goepfert

Jay Lichter

Jay Pelosky

Jay Van Sciver

Jayme Wiggins

Jeff Dorman

Jeff Leventhal

Jeff Marcus

Jeff Miller

Jeff Snider

Jeff Weiss

Jeffrey Himelson

Jeffrey Kleintop

Jeffrey Sherman

Jesse Felder

Jim Cramer

Jim Dunn

Joe Duran

Joe Mezrich

John Bonnanzio

John Buckingham

John Cultra

John Floyd

John Hathaway

John Jagerson

John Liew

John Reese

John Stephenson

John Thomas

Jonathan Satovsky

Joseph Hogue

Josh Ayers

Josh Baumgarten

Josh Brown

Josh Steiner

Julian Brigden

Juliette Declercq

Keith Brown

Keith Dicker

Keith Jurow

Keith McCullough

Kelley Wright

Kerr Neilson

Kevin Davey

Kevin Massengill

Kevin Myeroff

Kiyan Zandiyeh

Konstantin Boehmer

Kristina Hooper

Lance Gaitan

Larry Robins

Larry Swedroe

Laurence Siegel

Lee Robinson

Lenore Hawkins

Leo Kolivakis

Lev Dynkin

Lex van Dam

Liz Ann Sonders

Louis Bacon

Louis Navellier

Louise Gunderson

Luis Garcia-Feijoo

Luke Ellis

Luke Gromen

Mahmood Noorani

Maitha Al Shamsi

Maleeha Bengali

Manny Roman

Marc Chaikin

Marc Chandler

Marcos Carreira

Marcus Ashworth

Marin Katusa

Mark Anson

Mark Gordon

Mark Hake

Mark Hulbert

Mark Mirsberger

Mark Sebastian

Mark Shenkman

Markus Heitkoetter

Marshall Auerback

Martin Armstrong

Martin Gruber

Marty Fridson

Matein Khalid

Matt Bohlsen

Matt Krantz

Matt Luth

Matt Rowe

Matt Tucker

Maziar Minovi

Meb Faber

Mel Lindauer

Michael Boyd

Michael Covel

Michael Finke

Michael Gettings

Michael Kahn

Michael Kantrowitz

Michael Kramer

Michael Lebowitz

Michael Miller

Michael Nicoletos

Michael Schneider

Michael Valdes

Michael Venuto

Michelle Leder

Mike Green

Mike Heroux

Mike Markowski

Mike Moeller

Mike Oliver

Mish Schneider

Mish Shedlock

Nancy Davis

Naufal Sanaullah

Neal Frankle

Neil Azous

Neil George

Nic Carter

Nick Reece

Nick Ward

Patrick Gregory

Paul Brodsky

Paul Krake

Paul Mampilly

Paul Schulte

Peter Atwater

Peter Boockvar

Peter Brandt

Peter Seilern

Peter Stein

Peter Warburton

Phil Tye

Philip Fischer

Pippa Malmgren

Raj Sharma

Raoul Pal

Ray Uy

Rick Rule

Robert Balan

Robert Hagstrom

Robert Ross

Robin Griffiths

Roger Montgomery

Roger Wohlner

Ron Carson

Ron Rowland

Ronnie Stoeferle

Russ Brownback

Russ Koesterich

Russel Kinnel

Russell Clark

Russell Wild

Sachin Oza

Sahm Adrangi

Samuel Rines

Sanford Leeds

Scott Van Den Berg

Shawn Hackett

Siddhartha Jha

Simon Dixon

Simon Hamilton

Simon Lack

Simon Ree

Slobodan Jovanovic

Sophia Bera

Stan Richelson

Stanley Kogelman

Stephen Antczak

Stephen Perry

Steve Auth

Steve Braverman

Steve Hanke

Steve Johnson

Steven Bleiberg

Steven Hawkins

Steven Lord

Tad Rivelle

Tadas Viskanta

Tariq Dennison

Tassos Stassopoulos

Tavi Costa

Ted Jenkin

Terrence Belton

Thomas McDonald

Tim Price

Tim Sykes

Tobias Carlisle

Todd Tresidder

Tom Gentile

Tom Hutchinson

Tom Jacobs

Tom Lott

Tom Tobin

Tommy Thornton

Toni Turner

Tony Crescenzi

Tony Greer

Trace Mayer

Trevor Mottl

Udayan Mitra

Van Tharp

Victor Dergunov

Victor Haghani

Victor Sperandeo

Vikram Mansharamani

Vincent Catalano

Vincent Deluard

Vincent Randazzo

Will Peets

William Demchak

William Goetzmann

William Maxwell

William Sharpe

William Silber

Woody Brock

Xavier Rolet

Yannik Zufferey

Yuval Rooz