Terms

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
42 Macro
ACG Analytics
Alcentra
AlphaGlider
Altaira Wealth Management
Altera Investments
Ascendere Associates
Avondale Investment Management
Barrow, Hanley, Mewhinney & Strauss, LLC
Bespoke Investment Group
BitGo
BlackRock Alternative Advisors
Blackmore Capital
Bleakley Financial Group
BlockTower Capital
Brenton Point Wealth Advisors
Bridge Financial Technology
Broadleaf Partners
CAIA Association
CMT Association
Calderwood Capital
CapWealth
Carillon Tower Advisers
Carlson Capital
Carver Financial Services
Century Management Financial Advisors
Cetera Advisor Networks
Chaikin Analytics LLC
Charles Schwab Corporation
Chesapeake Capital Corporation
Chi-Rho Financial
Clearview Trading Advisors Inc
Collins Investment Group
Commonwealth Financial Network
Crystal Capital Partners
Cumberland Advisors
D E Shaw & Co
D.K. Brede Investment Management
DarcMatter
Dow Jones Newswires
EVOKE ARIS
East Horizon Investments
Eclectica Asset Management
Economic Index Associates
Efficient Frontier Advisors
Ellevest
Endeavor Capital Management
Ensemble Capital Management
Equity Compass
Essential Investment Partners
Essex Investment Management
Evanston Capital Management
Explorador Capital Management LLC
Fairpoint Wealth Management
Family Office Networks
Fiduciary Wealth Partners
First Ascent Asset Management
Gibson Capital, LLC
Gilman Hill Asset Management
Guild Investment Management
Healey Development
Heritage Financial Services
Imara Asset Management
Indexed Mind
Investments & Wealth Institute™
Iron Gate Global Advisors
JKD Capital, LLC
Janney Montgomery Scott
John G. Ullman & Associates, Inc.
Julex Capital Management
KKM Financial
Kamakura Corporation
Key Financial
Klingman & Associates
Lampe, Conway & Co. LLC
Leeb Capital Management
Leede Jones Gable
Light Sky Macro
Lighthouse Investment Partners
Linde Equity
Logica Capital Advisers
M Square
MG&A Wealth
MJX Asset Management
Mainstay Capital Management
Mariposa Capital Management
Marshall Wace
McGee Wealth Management
McMillan Analysis Corp.
Millennium Management
Moran Wealth Management
Movement Capital
Multi-Act EquiGlobe
NSR Invest
Neuravest Research
New Street Advisors Group
Newport Capital Group
North Star Asset Management
Novus
Objective Capital Management
Odey Asset Management
Onex Credit
OpenMetrics Solutions
OverShare Advice and Planning
Overlook Investments Group
PAR Capital Management
PWL Capital
Pacific Investment Management Company
PagnatoKarp
Paul R. Ried Financial Group
Pence Wealth Management
Pinnacle Advisory Group
Portfolio Management Consultants
Portfolio123
Portfolios with Purpose
Prerequisite Capital Management
Professional Planning Group
Puckett & Sturgill Financial Group
Qontigo
RW Advisory
Reynders, McVeigh Capital Management
SBI Mutual Fund
Santiago Capital
SeaBridge Investment Advisors
Segall Bryant & Hamill
Seilern Investment Management
Siepe
Silvercrest Asset Management Group
Sizemore Capital Management
Southland Capital Management
Split Rock Capital Management
Stack Financial Management
Strategic Investment Group
Symons Capital Management
Tekne Capital Management
The Bahnsen Group
The Fortune Teller
The MBA Investment Fund, L.L.C.
Tollymore Investment Partners
Topdown Charts
Toroso Asset Management
Trendrating
True North Advisors
Tuttle Capital Management
Tycuda Group
Ulysses Management
Wahdy Capital Management
Washington Crossing Advisors
Weldon Financial
Wise Investor Group

Entity Types

Investment Advisory

Industries

Asset Management
Finance, Investments & Asset Management

People

Abdulaziz Alnaim
Jeremy Deems
Ryan Melkonian
Steven Brod
Aaron Crowley
Aaron Kennon
Aaron Romain
Adam Blitz
Adam Butler
Adam Carlin
Adam Collins
Adam Flikerski
Adam Grimes
Adam Levinson
Adam Peck
Adam Schwartz
Aksel Kibar
Al Besse
Alain Mandy
Alain Van Loo
Alan Boyce
Alan Higgins
Alan Snyder
Alan Whitman
Albert Meyer
Alejandro Reyes
Alex Bryan
Alex Green
Alex Koyfman
Alex Shevelev
Alex Vaskevitch
Alex Veroude
Alex Williams
Alexander Campbell
Alfonso Peccatiello
Ali Akay
Amanda Agati
Amanda Tepper
Amelia Bourdeau
Ami Joseph
Amin Elkholy
Amir Mossanen
Amy Raskin
Anatoly Crachilov
Andrea Gentilini
Andrew Balls
Andrew Campbell
Andrew Dym
Andrew Freedman
Andrew Hallam
Andrew Jung
Andrew Lapthorne
Andrew Law
Andrew Macken
Andrew Marshall
Andrew Schneider
Andrew Schultz
Andrés Cardenal
Andrés Trujillo Renzi
Angelo Robles
Aniket Shah
Aniket Ullal
Anirban Mahanti
Ankit Sahni
Ankur Crawford
Anne Richards
Anthony Antonelli
Anthony DeChellis
Anthony Scaramucci
Aoifinn Devitt
Appo Agbamu
Ari Wald
Ariel Yusim
Arik Ben Dor
Arjun Divecha
Armando Gonzalez
Art Hogan
Artem Milinchuk
Arthur Hyde
Arthur Mizne
Ashees Jain
Ashok Bhatia
Atul Varma
Austin Root
Avi Gilburt
Baijnath Ramraika
Barbara Friedberg
Barbara Petitt
Barbara Young
Barclay Leib
Barry Garber
Barry Glassman
Barry Ritholtz
Bastian Bolesta
Ben Allen
Ben Breitholtz
Ben Chrnelich
Ben Cook
Ben Davies
Ben Hunt
Ben Melkman
Ben Reynolds
Benjamin Halliburton
Benn Eifert
Bernd Ondruch
Bert Dohmen
Bhavneesh Sharma
Bill Corbellini
Bill Enszer
Bill Erbey
Bill Gunderson
Bill Kelly
Bill Lipschutz
Bill Pang
Bill Smead
Bill Strazzullo
Bill Sullivan
Bill Winterberg
Bob Atchinson
Bob Browne
Bob Coleman
Bob Collins
Bob Froehlich
Bob Iaccino
Bob Johnson
Bob McNally
Bob Rodriguez
Bob Savage
Bob Seawright
Bob Stone
Bob Waldele
Bonner Barnes
Brad Sherman
Brad Thomas
Bradley Safalow
Brandon Turner
Brannigan Barrett
Brendan Lake
Brent Donnelly
Brent Morse
Bret Jensen
Brett Hickey
Brett Steenbarger
Brett Winton
Brian Bennett
Brian Cooke
Brian Hetherington
Brian Hunsaker
Brian Kelly
Brian McCarthy
Brian Nelson
Brian Portnoy
Brian Reynolds
Brian Shannon
Brian Strachan
Brian Stutland
Brian Weinstein
Brien Lundin
Bruce Karsh
Bruce Munster
Bruce Phelps
Bruno Pannetier
Buck Wiley III
Bud King
Callum Thomas
Carley Garner
Carlos Sanchez
Carlos Sava
Cary Carbonaro
Cathie Wood
Cem Karsan
Chad Cascarilla
Chad Morganlander
Chaim Siegel
Chance Pipitone
Changpeng Zhao
Charles Biderman
Charles Brandes
Charles Day
Charles Mizrahi
Charles Noble III
Charles Russo
Charles Sizemore
Charles d'Haussy
Charlie Songhurst
Cheryl Young
Chris Aitken
Chris Bloomstran
Chris Brown
Chris Clark
Chris Cook
Chris DeHaemer
Chris DeMuth Jr
Chris Hausman
Chris Hentemann
Chris Johnson
Chris Macintosh
Chris McHugh
Chris Olsen
Chris Pavese
Chris Sullivan
Chris Versace
Chris Watling
Chris Weafer
Chris Weston
Christian Thwaites
Christina Boyd
Christine Hurtsellers
Christine Sandler
Christopher Jones
Christopher Swasbrook
Chuck Carlson
Chuck Carnevale
Clare Flynn Levy
Clarke Lemons
Cliff Asness
Cole Wilcox
Colin Lancaster
Colin Moore
Colleen O’Callaghan
Constance Hunter
Cooper Abbott
Corey Hoffstein
Cormac Leech
Cory Lester
Craig Chiate
Craig Johnson
Cristina Junqueira
Cyril Castelli
Damion Lupo
Dan Ahrens
Dan Chung
Dan Greenhaus
Dan Ivascyn
Dan Kingston
Dan McMurtrie
Dan Morehead
Dan O'Connell
Dan Passarelli
Dan Schwartz
Dan Tapiero
Dan Zwirn
Dana Locniskar
Daniel Ahn
Daniel Arbess
Daniel Fries
Daniel Lacalle
Daniel Och
Daniel Want
Danielle Booth
Daren Riley
Dario Villani
Daryl Jones
Dave Haviland
Dave Iben
Dave Samra
David Bahnsen
David Berns
David Bieber
David Brief
David Chang
David Dorr
David Dreman
David Ellis III
David Fried
David Hay
David Hou
David Hunter
David Keller
David Kotok
David Krejca
David Kretzmann
David Kudla
David Lees
David Magrone
David Mascio
David Matter
David McWilliams
David Meneret
David Merkel
David Miller
David Morgan
David Olsson
David Rea
David Rosenberg
David Salem
David Sher
David Shimko
David Singer
David Tawil
David Tice
David Truffelman
David Warren
David Winters
Dean Braun
Dean Curnutt
Dean Myerow
Dean Trindle
Debra Brede
Delano Saporu
Denise Shull
Des Sheehy
Dev Ashish
Devin Condron
Dhruv Maniktala
Diana Choyleva
Diana Joseph
Dick Dickson
Diego Parrilla
Dimitri Sogoloff
Dominique Ceolin
Don d'Adesky
Donald van Deventer
Doug Busch
Doug Eberhardt
Doug Kass
Doug Kinsey
Doug Kirkpatrick
Doug MacKay
Doug Ott
Douglas Borthwick
Douglas Lucas
Drew Zager
Drianne Benner
Dylan Grice
Ed Campbell
Ed Keon
Ed Swenson
Ed Yardeni
Eddy Zuaiter
Edwin Choi
Edwin Elton
Egon von Greyerz
Eiad Asbahi
Ellen Safir
Elliot Trexler
Elliott Allswang
Emad Mostaque
Emanuel Pleitez
Emily Rubin
Enrique Abeyta
Eric Clarke
Eric Fry
Eric Gray
Eric Henderson
Eric Hunsader
Eric Metz
Eric Muschinski
Eric Parnell
Eric Peters
Eric Weigel
Erich Gerth
Erik Conley
Erik Norland
Erin Gibbs
Ertan Enginalev
Etienne de Marsac
Evan Katz
Evan Lorenz
Evan Steinberg
Evan Strain
Evan Tindell
Ezra Zask
Felix Hartmann
Felix Zulauf
Francesco Filia
Francesco Martoccia
Francis Hunt
Francis Woo
Frank Curzio
Frazer Rice
Fredrik Nerbrand
Gabriel Grego
Galen Burghardt
Ganen Sarvananthan
Gareth Murphy
Garrett Goggin
Garvin Jabusch
Gary Antonacci
Gary Brode
Gary Liska
Gary Mishuris
Gary Shilling
Geoff Marcus
George Papadoyannis
George Clark
George Douglas
George Goncalves
George Mussalli
George Noble
George Patterson
George Peacock
George Pruitt
George Roberts
Gerald Jensen
Gershon Distenfeld
Ghislain Gouraige
Gianna Bern
Gianni Kovacevic
Gilbert Van Hassel
Gina Sanchez
Giovanni Pozzi
Giovanni Tinella
Giuseppe Paleologo
Glen Strauss
Glenn Degenaars
Glenn Koach
Glenn Williams Jr
Gontran de Quillacq
Gordon Pape
Grant Williams
Greg Diamond
Greg Kidd
Greg King
Greg Onken
Greg Smith
Greg Weldon
Gregg Fisher
Guillermo Dominguez
Hal Callais
Harold Trischman
Harry Melandri
Harry O'Mealia
Heather Brilliant
Helen Thomas
Henry Ma
Hilary Kramer
Howard Lichstrahl
Howard Lindzon
Howard Marks
Howard Penney
Howard Schilit
Howard Wang
Hugo Philion
Ian Dyer
Ian Epstein
Ian Sims
Indranil Ghosh
Ira Kravitz
Ira Walker
Isuru Seneviratne
J Mintzmyer
JC Parets
JG Savoldi
JP Marra
Jack Forehand
Jack Schwager
Jack Selby
Jacqueline Willens
Jakub Rehor
Jalak Jobanputra
James Altucher
James Davolos
James Medeiros
James Stack
James Turk
Jamie Dinan
Jamshed Engineer
Jan Brzeski
Jan van Eck
Janet Brown
Janice Stanton
Jared Dillian
Jason Brady
Jason Dworak
Jason Gerlach
Jason Goepfert
Jason Hsu
Jason Katz
Jason Kelly
Jason Leibowitz
Jason Moser
Jason Richey
Jason Ruggiero
Jason Wild
Jay Canell
Jay Lichter
Jay Pelosky
Jay Van Sciver
Jayme Wiggins
Jean-Guy Desjardins
Jeff Colin
Jeff Dorman
Jeff Fischer
Jeff Fratarcangeli
Jeff Gates
Jeff Grinspoon
Jeff Haas
Jeff Kilburg
Jeff Kobernick
Jeff Leventhal
Jeff Marcus
Jeff Megar
Jeff Miller
Jeff Mills
Jeff Moody
Jeff Ross
Jeff Snider
Jeff Weiss
Jeff deGraaf
Jeffrey Himelson
Jeffrey Hirsch
Jeffrey Kleintop
Jeffrey Sherman
Jeffrey Solomon
Jeffrey Spotts
Jeffrey Werdesheim
Jennifer Silver
Jenny Harrington
Jens Hilgers
Jens Nordvig
Jeremy Deal
Jerry Dodson
Jerry Hwang
Jerry Parker
Jerry Wagner
Jesse Bromberg
Jesse Felder
Jim Bantis
Jim Cramer
Jim Detterick
Jim Dondero
Jim Dunn
Jim Lebenthal
Jim McLaughlin
Jim Moriarity
Jim Osman
Jim Rehlaender
Joe Cornell
Joe Duran
Joe Hurley
Joe Karas
Joe Martina
Joe Mezrich
Joe Montgomery
Joel Litman
Johanna Walters
John Armitage
John Bailey
John Barrett
John Bartleman
John Bartlett
John Bonnanzio
John Bowman
John Buckingham
John Cultra
John Floyd
John Hathaway
John Hock
John Howe
John Jagerson
John Kiple
John Kolovos
John Kosar
John Legat
John Liew
John Montgomery
John Nance
John Netto
John Olson
John Reese
John Shadden
John Stephenson
John Thiessen
John Thomas
Jon DeSimone
Jon Goldstein
Jon Markman
Jon Zeschin
Jonathan Beukelman
Jonathan Cohen
Jonathan Murray
Jonathan Satovsky
Jonathon Jacobson
Jordan Waxman
Jordi Visser
Joseph Hogue
Josh Ayers
Josh Baumgarten
Josh Brown
Josh Gully
Josh Levine
Josh Steiner
Judith McGee
Julian Brigden
Juliette Declercq
Jurrien Timmer
Kai Wu
Kamal Mokeddem
Karen Finerman
Kari Firestone
Kate El-Hillow
Kathy Lien
Katrina Radenberg
Keith Brown
Keith Dicker
Keith Jurow
Keith Lloyd
Keith McCullough
Keith Mericka
Keith Rosenbloom
Kelley Wright
Kelli Click
Ken Squire
Kent Gasaway
Kent Insley
Kent Kirby
Kent MacWilliams
Kent Pearce
Kentay Miller
Kerr Neilson
Kevin Birzer
Kevin Caron
Kevin Davey
Kevin Gundle
Kevin Kinzie
Kevin Massengill
Kevin Murphy
Kevin Myeroff
Kevin Nugent
Kevin Smith
Khaled Abdel Majeed
Kiyan Zandiyeh
Konstantin Boehmer
Kristina Hooper
Kristina Koutrakos
Laila Pence
Lance Gaitan
Larry Raffone
Larry Robbins
Larry Swedroe
Laurence Siegel
Lawrence Calcano
Lawrence Lewitinn
Lawson Steele
Lazetta Braxton
Lee Robertson
Lee Robinson
Leigh Cohen
Lenore Hawkins
Leo Kolivakis
Leo LiVolsi
Lester Brafman
Lev Dynkin
Lewis Johnson
Lex van Dam
Lindsey Bell
Lionel Paquin
Liz Ann Sonders
Loretta Joseph
Louis Bacon
Louis Dworsky
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luis Seco
Luke Brindle
Luke Ellis
Luke Gromen
Lyle LaMothe
Lyle Wolberg
Maciej Wojtal
Mahmood Noorani
Maitha Al Shamsi
Maj Soueidan
Mal Makin
Maleeha Bengali
Manfredi Catella
Manmohan Singh
Manny Roman
Marc Bhargava
Marc Chaikin
Marc Chandler
Marc Faber
Marc Gerstein
Marc Mayer
Marc Ostwald
Marc Pfeffer
Marc Potters
Marc Schechter
Marco Aiolfi
Marco Krohn
Marcos Carreira
Marcos Douer
Marcus Ashworth
Marcus Frampton
Margaret Starner
Maribeth Rahe
Marin Katusa
Mark Anson
Mark Binder
Mark Cortazzo
Mark Douglass
Mark Fendrick
Mark Gabbay
Mark Gordon
Mark Grant
Mark Hake
Mark Hulbert
Mark Mirsberger
Mark Moore
Mark Newton
Mark Orsley
Mark Roberts
Mark Sear
Mark Sebastian
Mark Shenkman
Mark Smith
Mark Thorndyke
Mark Valek
Mark Versey
Mark Walker
Mark Whitmore
Mark Woolley
Mark den Hollander
Markus Heitkoetter
Marshall Auerback
Martin Halbfinger
Martin Armstrong
Martin Friedman
Martin Gruber
Martin Kollmorgen
Marty Bicknell
Marty Fridson
Mary Mullin
Mash Patel
Matein Khalid
Matt Bohlsen
Matt Dillig
Matt Halbower
Matt Hougan
Matt Kircher
Matt Krantz
Matt Luth
Matt Osborne
Matt Ran
Matt Rowe
Matt Toms
Matt Tucker
Matthew Hedges
Matthew Kaplan
Matthew Rothman
Matthew Waz
Matthew Weinstein
Max Peckler
Max Wolff
Maziar Minovi
Meb Faber
Mel Lagomasino
Mel Lindauer
Melissa Corrado-Harrison
Micah Wakefield
Michael Kanigher
Michael Block
Michael Boyd
Michael Corcelli
Michael Covel
Michael DeVito
Michael Edesess
Michael Edwards
Michael Finke
Michael Gettings
Michael Glennon
Michael Howell
Michael Kahn
Michael Kantrowitz
Michael Kramer
Michael Lebowitz
Michael Lindsell
Michael Miller, FRM
Michael Nicoletos
Michael Parker
Michael Poppo
Michael Pusateri
Michael Rulle
Michael Schneider
Michael Tiedemann
Michael Valdes
Michael Venuto
Michael Wu
Michael Zeuner
Michelle Johnston
Michelle Leder
Mike Abrams
Mike Alkin
Mike Capombassis
Mike Green
Mike Harris
Mike Hennessy
Mike Heroux
Mike Khouw
Mike Klein
Mike Larson
Mike Markowski
Mike Matthews
Mike Moeller
Mike Mufson
Mike Oliver
Mike Philbrick
Mike Ricca
Mike Sawyer
Mike Vogelzang
Mike Vranos
Miles Clyne
Mish Schneider
Mish Shedlock
Mitch Swergold
Mohamed El-Erian
Morgan Paxhia
Moritz Seibert
Moss Crosby
Muhammad Wahdy
Nancy Davis
Nancy Tengler
Natalie Howard
Naufal Sanaullah
Neal Frankle
Neal Triplett
Neal Wilson
Neels Heyneke
Neil Azous
Neil George
Neil Gilliss
Nic Carter
Nicholas Albanese
Nick Kavallieratos
Nick Reece
Nick Ward
Nico Marais
Niels Kaastrup-Larsen
Nigam Arora
Nik Dhir
Nitya Sharma
Noah Hamman
Noel Smith
Noel Weil
Nuno de Sousa
Oliver Harris
Omar Bassal
Ophir Gottlieb
Oscar Vollmer
PJ Schwarz
Pamela Rosenau
Patrick Ceresna
Patrick Dunuwila
Patrick Gregory
Patrick Hargreaves
Patrick Perret-Green
Patti Brennan
Paul Brodsky
Paul Johnson Jr.
Paul Kim
Paul Krake
Paul Mampilly
Paul Netherwood
Paul Reeder
Paul Ried
Paul Schulte
Paul Tanner
Paul Tramontano
Pete Wargent
Peter Atwater
Peter Bermont
Peter Boockvar
Peter Brandt
Peter Carey
Peter Churchouse
Peter Faigl
Peter Lynch
Peter Rukeyser
Peter Seilern
Peter Stein
Peter Warburton
Peter Zaltz
Phil Hildebrandt
Phil Town
Phil Tye
Philip Fischer
Philipp Hofflin
Philipp Vorndran
Philippe Bekhazi
Phill Gross
Pierre Andurand
Pierre Hoebrechts
Pippa Malmgren
Prateek Mehrotra
Preston Cherry
Preston McSwain
Rachel Podnos O'Leary
Raghav Kapoor
Raj Bhatia
Raj Sharma
Ralph Kruger
Ralph Segall
Randy Carver
Randy Conner
Randy Swan
Raoul Pal
Ray Merriman
Ray Uy
Rebecca Patterson
Rebecca Rothstein
Reza Zafari
Rich Apostolik
Rich Petit
Rich Pluta
Rich Ross
Richard Saperstein
Richard Duncan
Richard Excell
Richard Lightburn
Richard Zinman
Rick Bensignor
Rick Hess
Rick Murray
Rick Rule
Rob Davis
Rob Mooney
Rob Riedl
Rob Sechan II
Rob Swan
Rob Topping
Rob West
Robert Balan
Robert Grunewald
Robert Hagstrom
Robert Horrocks
Robert Maxwell
Robert Polak
Robert Ross
Robert Ross Jr.
Robert Skinner II
Robert Wiedemer
Robin Fink
Robin Griffiths
Rocco Pellegrinelli
Rodrigo Gordillo
Roger Montgomery
Roger Wacker
Roger Wohlner
Ron Carson
Ron Hughes
Ron Rowland
Ron Stenger
Ron Vinder
Ronan Manly
Ronnie Stoeferle
Rory Hills
Roy Niederhoffer
Royce Running
Rui de Figueiredo
Rupert Harrison
Russ Brownback
Russ Dallen
Russ Koesterich
Russ Norwood
Russel Kinnel
Russell Clark
Russell Jones
Russell Wild
Ryan Sprowls
Sachin Oza
Sahm Adrangi
Sallie Krawcheck
Sam Burns
Sam Dunlap
Sam Subramanian
Samuel Rines
Sandra Kartt
Sandro Näf
Sandy Black
Sanford Leeds
Santiago Ulloa
Sarat Sethi
Sassan Ghahramani
Scott Siegel
Scott Burg
Scott Davies
Scott Dooley
Scott MacKillop
Scott Miller
Scott Seaman
Scott Van Den Berg
Scott Wood
Sean Clark
Sean Corrigan
Sean Hyman
Sean Stannard-Stockton
Sean Stiefel
Sean Yu
Sebastian Ceria
Seth Bernstein
Seth Merrin
Shah Gilani
Shalin Madan
Shane Brisbin
Shane Oliver
Shannon Eusey
Shannon McConaghy
Shannon Saccocia
Shawn Allen
Shawn Fowler
Shawn Hackett
Shawn Rubin
Shirl Penney
Shundrawn Thomas
Siddhartha Jha
Sig Segalas
Simon Dixon
Simon Hamilton
Simon Lack
Simon Ree
Slobodan Jovanovic
Sonny Kothari
Sophia Bera
Sopnendu Mohanty
Spuds Powell
Stan Richelson
Stanley Kogelman
Steen Watson
Stephanie Link
Stephanie Pierce
Stephen Antczak
Stephen Castellano
Stephen Dowd
Stephen Freidheim
Stephen Janachowski
Stephen Leeb
Stephen Perry
Stephen Weiss
Steve Auth
Steve Blumenthal
Steve Braverman
Steve Brice
Steve Burns
Steve Ehrlich
Steve Foerster
Steve Hanke
Steve Hollomon
Steve Johnson
Steve Kaczmarek
Steve Schultz
Steven Bleiberg
Steven Fischler
Steven Hawkins
Steven Kiel
Steven Lord
Steven Romick
Susan Kaplan
Susan Webb
Susan Williams
Tad Rivelle
Tadas Viskanta
Taesik Yoon
Tammy Sullivan
Tariq Dennison
Tassos Stassopoulos
Tavi Costa
Taylor Schulte
Ted Barac
Ted Davis
Ted Jenkin
Ted Seides
Ted Truscott
Tegan Kline
Terrell Gates
Terrence Belton
Terri Jacobsen
Thanh-Long Huynh
Thomas Hugger
Thomas McDonald
Tiffany Aliche
Tiffany McGhee
Tim Johnson
Tim Pagliara
Tim Price
Tim Seymour
Tim Sykes
Tobias Carlisle
Toby Loftin
Todd Ahlsten
Todd Battaglia
Todd Erickson
Todd Harrison
Todd Juillerat
Todd Salamone
Todd Silaika
Todd Tresidder
Tom Florence
Tom Gentile
Tom Hutchinson
Tom Jacobs
Tom Krasner
Tom Lee
Tom Lott
Tom Moran
Tom Siering
Tom Tobin
Tom Vacheron
Tommy Thornton
Toni Turner
Tony Bremness
Tony Crescenzi
Tony Frascella
Tony Greer
Tony Zhang
Trace Mayer
Trevor Mottl
Trevor Neil
Troy Gayeski
Udayan Mitra
Valerie Houts
Van Tharp
Victor Cunningham
Victor Dergunov
Victor Haghani
Victor Sperandeo
Victor Verberk
Vijay Marolia
Vikram Mansharamani
Vincent Catalano
Vincent Deluard
Vincent Randazzo
Vishal Mehta
Vitaliy Katsenelson
Wai-Kwong Seck
Walt Vester
Wayne Himelsein
Wes Gray
Will Peets
William Demchak
William Goetzmann
William Greenberg
William Maxwell
William Sharpe
William Silber
Woody Bradford
Woody Brock
Xavier Rolet
Yannik Zufferey
Yizhong Chan
Yuval Rooz
Zach Scheidt

Publications

30 Day Dividends
Adaptive Asset Allocation
Advanced Bond Portfolio Management
Advanced 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
Economist on Wall Street
Equity Portfolio Management
Equity Valuation and Portfolio Management
Exchange-Traded Funds For Dummies
Fidelity Monitor & Insight
Financial Advice and Investment Decisions
Fixed Income Mathematics
Fundamental Analysis For Dummies
Handbook of Portfolio Management
High Yield Bonds
High Yield Trader
How to Invest in Cryptocurrencies
How to Make Money with Junk Bonds
How to Retire on Dividends
Internet Wealth Builder
Investing For Beginners
Investing in Bonds FD
Investment Analysis and Portfolio Management
Investment Management for Insurers
Make Yourself a Millionaire
Managing Fixed Income Portfolios
Managing MBS Portfolios
Managing a Corporate Bond Portfolio
Mathematical Methods for Finance
Million Dollar Portfolio
Modern Portfolio Theory and Investment Analysis
Online Investing For Dummies
Only the Best Will Do
Paul’s Secret Portfolio
Phoenix Portfolio
Portfolio Construction and Analytics
Professional Perspectives on FIPM
Professional Perspectives on Fixed Income Portfolio Management
Quantitative Credit Portfolio Management
Quantitative Equity Portfolio Management
Real Investment Advice
Risk-Return Analysis: Volume 3
Robust Equity Portfolio Management
Seeking Alpha Premium
Supernova
Tail Risk Hedging
The Art of Value Investing
The Basics of Finance
The Complete Idiot's Guide to Stock Investing Fast-Track
The Golden Revolution
The Handbook of Corporate Debt Instruments
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

Strategies

Defensive Investing

Terms

Individual Stock

Abdulaziz Alnaim

Jeremy Deems

Ryan Melkonian

Steven Brod

Aaron Crowley

Aaron Kennon

Aaron Romain

Adam Blitz

Adam Butler

Adam Carlin

Adam Collins

Adam Flikerski

Adam Grimes

Adam Levinson

Adam Peck

Adam Schwartz

Aksel Kibar

Al Besse

Alain Mandy

Alain Van Loo

Alan Boyce

Alan Higgins

Alan Snyder

Alan Whitman

Albert Meyer

Alejandro Reyes

Alex Bryan

Alex Green

Alex Koyfman

Alex Shevelev

Alex Vaskevitch

Alex Veroude

Alex Williams

Alexander Campbell

Alfonso Peccatiello

Ali Akay

Amanda Agati

Amanda Tepper

Amelia Bourdeau

Ami Joseph

Amin Elkholy

Amir Mossanen

Amy Raskin

Anatoly Crachilov

Andrea Gentilini

Andrew Balls

Andrew Campbell

Andrew Dym

Andrew Freedman

Andrew Hallam

Andrew Jung

Andrew Lapthorne

Andrew Law

Andrew Macken

Andrew Marshall

Andrew Schneider

Andrew Schultz

Andrés Cardenal

Andrés Trujillo Renzi

Angelo Robles

Aniket Shah

Aniket Ullal

Anirban Mahanti

Ankit Sahni

Ankur Crawford

Anne Richards

Anthony Antonelli

Anthony DeChellis

Anthony Scaramucci

Aoifinn Devitt

Appo Agbamu

Ari Wald

Ariel Yusim

Arik Ben Dor

Arjun Divecha

Armando Gonzalez

Art Hogan

Artem Milinchuk

Arthur Hyde

Arthur Mizne

Ashees Jain

Ashok Bhatia

Atul Varma

Austin Root

Avi Gilburt

Baijnath Ramraika

Barbara Friedberg

Barbara Petitt

Barbara Young

Barclay Leib

Barry Garber

Barry Glassman

Barry Ritholtz

Bastian Bolesta

Ben Allen

Ben Breitholtz

Ben Chrnelich

Ben Cook

Ben Davies

Ben Hunt

Ben Melkman

Ben Reynolds

Benjamin Halliburton

Benn Eifert

Bernd Ondruch

Bert Dohmen

Bhavneesh Sharma

Bill Corbellini

Bill Enszer

Bill Erbey

Bill Gunderson

Bill Kelly

Bill Lipschutz

Bill Pang

Bill Smead

Bill Strazzullo

Bill Sullivan

Bill Winterberg

Bob Atchinson

Bob Browne

Bob Coleman

Bob Collins

Bob Froehlich

Bob Iaccino

Bob Johnson

Bob McNally

Bob Rodriguez

Bob Savage

Bob Seawright

Bob Stone

Bob Waldele

Bonner Barnes

Brad Sherman

Brad Thomas

Bradley Safalow

Brandon Turner

Brannigan Barrett

Brendan Lake

Brent Donnelly

Brent Morse

Bret Jensen

Brett Hickey

Brett Steenbarger

Brett Winton

Brian Bennett

Brian Cooke

Brian Hetherington

Brian Hunsaker

Brian Kelly

Brian McCarthy

Brian Nelson

Brian Portnoy

Brian Reynolds

Brian Shannon

Brian Strachan

Brian Stutland

Brian Weinstein

Brien Lundin

Bruce Karsh

Bruce Munster

Bruce Phelps

Bruno Pannetier

Buck Wiley III

Bud King

Callum Thomas

Carley Garner

Carlos Sanchez

Carlos Sava

Cary Carbonaro

Cathie Wood

Cem Karsan

Chad Cascarilla

Chad Morganlander

Chaim Siegel

Chance Pipitone

Changpeng Zhao

Charles Biderman

Charles Brandes

Charles Day

Charles Mizrahi

Charles Noble III

Charles Russo

Charles Sizemore

Charles d'Haussy

Charlie Songhurst

Cheryl Young

Chris Aitken

Chris Bloomstran

Chris Brown

Chris Clark

Chris Cook

Chris DeHaemer

Chris DeMuth Jr

Chris Hausman

Chris Hentemann

Chris Johnson

Chris Macintosh

Chris McHugh

Chris Olsen

Chris Pavese

Chris Sullivan

Chris Versace

Chris Watling

Chris Weafer

Chris Weston

Christian Thwaites

Christina Boyd

Christine Hurtsellers

Christine Sandler

Christopher Jones

Christopher Swasbrook

Chuck Carlson

Chuck Carnevale

Clare Flynn Levy

Clarke Lemons

Cliff Asness

Cole Wilcox

Colin Lancaster

Colin Moore

Colleen O’Callaghan

Constance Hunter

Cooper Abbott

Corey Hoffstein

Cormac Leech

Cory Lester

Craig Chiate

Craig Johnson

Cristina Junqueira

Cyril Castelli

Damion Lupo

Dan Ahrens

Dan Chung

Dan Greenhaus

Dan Ivascyn

Dan Kingston

Dan McMurtrie

Dan Morehead

Dan O'Connell

Dan Passarelli

Dan Schwartz

Dan Tapiero

Dan Zwirn

Dana Locniskar

Daniel Ahn

Daniel Arbess

Daniel Fries

Daniel Lacalle

Daniel Och

Daniel Want

Danielle Booth

Daren Riley

Dario Villani

Daryl Jones

Dave Haviland

Dave Iben

Dave Samra

David Bahnsen

David Berns

David Bieber

David Brief

David Chang

David Dorr

David Dreman

David Ellis III

David Fried

David Hay

David Hou

David Hunter

David Keller

David Kotok

David Krejca

David Kretzmann

David Kudla

David Lees

David Magrone

David Mascio

David Matter

David McWilliams

David Meneret

David Merkel

David Miller

David Morgan

David Olsson

David Rea

David Rosenberg

David Salem

David Sher

David Shimko

David Singer

David Tawil

David Tice

David Truffelman

David Warren

David Winters

Dean Braun

Dean Curnutt

Dean Myerow

Dean Trindle

Debra Brede

Delano Saporu

Denise Shull

Des Sheehy

Dev Ashish

Devin Condron

Dhruv Maniktala

Diana Choyleva

Diana Joseph

Dick Dickson

Diego Parrilla

Dimitri Sogoloff

Dominique Ceolin

Don d'Adesky

Donald van Deventer

Doug Busch

Doug Eberhardt

Doug Kass

Doug Kinsey

Doug Kirkpatrick

Doug MacKay

Doug Ott

Douglas Borthwick

Douglas Lucas

Drew Zager

Drianne Benner

Dylan Grice

Ed Campbell

Ed Keon

Ed Swenson

Ed Yardeni

Eddy Zuaiter

Edwin Choi

Edwin Elton

Egon von Greyerz

Eiad Asbahi

Ellen Safir

Elliot Trexler

Elliott Allswang

Emad Mostaque

Emanuel Pleitez

Emily Rubin

Enrique Abeyta

Eric Clarke

Eric Fry

Eric Gray

Eric Henderson

Eric Hunsader

Eric Metz

Eric Muschinski

Eric Parnell

Eric Peters

Eric Weigel

Erich Gerth

Erik Conley

Erik Norland

Erin Gibbs

Ertan Enginalev

Etienne de Marsac

Evan Katz

Evan Lorenz

Evan Steinberg

Evan Strain

Evan Tindell

Ezra Zask

Felix Hartmann

Felix Zulauf

Francesco Filia

Francesco Martoccia

Francis Hunt

Francis Woo

Frank Curzio

Frazer Rice

Fredrik Nerbrand

Gabriel Grego

Galen Burghardt

Ganen Sarvananthan

Gareth Murphy

Garrett Goggin

Garvin Jabusch

Gary Antonacci

Gary Brode

Gary Liska

Gary Mishuris

Gary Shilling

Geoff Marcus

George Papadoyannis

George Clark

George Douglas

George Goncalves

George Mussalli

George Noble

George Patterson

George Peacock

George Pruitt

George Roberts

Gerald Jensen

Gershon Distenfeld

Ghislain Gouraige

Gianna Bern

Gianni Kovacevic

Gilbert Van Hassel

Gina Sanchez

Giovanni Pozzi

Giovanni Tinella

Giuseppe Paleologo

Glen Strauss

Glenn Degenaars

Glenn Koach

Glenn Williams Jr

Gontran de Quillacq

Gordon Pape

Grant Williams

Greg Diamond

Greg Kidd

Greg King

Greg Onken

Greg Smith

Greg Weldon

Gregg Fisher

Guillermo Dominguez

Hal Callais

Harold Trischman

Harry Melandri

Harry O'Mealia

Heather Brilliant

Helen Thomas

Henry Ma

Hilary Kramer

Howard Lichstrahl

Howard Lindzon

Howard Marks

Howard Penney

Howard Schilit

Howard Wang

Hugo Philion

Ian Dyer

Ian Epstein

Ian Sims

Indranil Ghosh

Ira Kravitz

Ira Walker

Isuru Seneviratne

J Mintzmyer

JC Parets

JG Savoldi

JP Marra

Jack Forehand

Jack Schwager

Jack Selby

Jacqueline Willens

Jakub Rehor

Jalak Jobanputra

James Altucher

James Davolos

James Medeiros

James Stack

James Turk

Jamie Dinan

Jamshed Engineer

Jan Brzeski

Jan van Eck

Janet Brown

Janice Stanton

Jared Dillian

Jason Brady

Jason Dworak

Jason Gerlach

Jason Goepfert

Jason Hsu

Jason Katz

Jason Kelly

Jason Leibowitz

Jason Moser

Jason Richey

Jason Ruggiero

Jason Wild

Jay Canell

Jay Lichter

Jay Pelosky

Jay Van Sciver

Jayme Wiggins

Jean-Guy Desjardins

Jeff Colin

Jeff Dorman

Jeff Fischer

Jeff Fratarcangeli

Jeff Gates

Jeff Grinspoon

Jeff Haas

Jeff Kilburg

Jeff Kobernick

Jeff Leventhal

Jeff Marcus

Jeff Megar

Jeff Miller

Jeff Mills

Jeff Moody

Jeff Ross

Jeff Snider

Jeff Weiss

Jeff deGraaf

Jeffrey Himelson

Jeffrey Hirsch

Jeffrey Kleintop

Jeffrey Sherman

Jeffrey Solomon

Jeffrey Spotts

Jeffrey Werdesheim

Jennifer Silver

Jenny Harrington

Jens Hilgers

Jens Nordvig

Jeremy Deal

Jerry Dodson

Jerry Hwang

Jerry Parker

Jerry Wagner

Jesse Bromberg

Jesse Felder

Jim Bantis

Jim Cramer

Jim Detterick

Jim Dondero

Jim Dunn

Jim Lebenthal

Jim McLaughlin

Jim Moriarity

Jim Osman

Jim Rehlaender

Joe Cornell

Joe Duran

Joe Hurley

Joe Karas

Joe Martina

Joe Mezrich

Joe Montgomery

Joel Litman

Johanna Walters

John Armitage

John Bailey

John Barrett

John Bartleman

John Bartlett

John Bonnanzio

John Bowman

John Buckingham

John Cultra

John Floyd

John Hathaway

John Hock

John Howe

John Jagerson

John Kiple

John Kolovos

John Kosar

John Legat

John Liew

John Montgomery

John Nance

John Netto

John Olson

John Reese

John Shadden

John Stephenson

John Thiessen

John Thomas

Jon DeSimone

Jon Goldstein

Jon Markman

Jon Zeschin

Jonathan Beukelman

Jonathan Cohen

Jonathan Murray

Jonathan Satovsky

Jonathon Jacobson

Jordan Waxman

Jordi Visser

Joseph Hogue

Josh Ayers

Josh Baumgarten

Josh Brown

Josh Gully

Josh Levine

Josh Steiner

Judith McGee

Julian Brigden

Juliette Declercq

Jurrien Timmer

Kai Wu

Kamal Mokeddem

Karen Finerman

Kari Firestone

Kate El-Hillow

Kathy Lien

Katrina Radenberg

Keith Brown

Keith Dicker

Keith Jurow

Keith Lloyd

Keith McCullough

Keith Mericka

Keith Rosenbloom

Kelley Wright

Kelli Click

Ken Squire

Kent Gasaway

Kent Insley

Kent Kirby

Kent MacWilliams

Kent Pearce

Kentay Miller

Kerr Neilson

Kevin Birzer

Kevin Caron

Kevin Davey

Kevin Gundle

Kevin Kinzie

Kevin Massengill

Kevin Murphy

Kevin Myeroff

Kevin Nugent

Kevin Smith

Khaled Abdel Majeed

Kiyan Zandiyeh

Konstantin Boehmer

Kristina Hooper

Kristina Koutrakos

Laila Pence

Lance Gaitan

Larry Raffone

Larry Robbins

Larry Swedroe

Laurence Siegel

Lawrence Calcano

Lawrence Lewitinn

Lawson Steele

Lazetta Braxton

Lee Robertson

Lee Robinson

Leigh Cohen

Lenore Hawkins

Leo Kolivakis

Leo LiVolsi

Lester Brafman

Lev Dynkin

Lewis Johnson

Lex van Dam

Lindsey Bell

Lionel Paquin

Liz Ann Sonders

Loretta Joseph

Louis Bacon

Louis Dworsky

Louis Navellier

Louise Gunderson

Luis Garcia-Feijoo

Luis Seco

Luke Brindle

Luke Ellis

Luke Gromen

Lyle LaMothe

Lyle Wolberg

Maciej Wojtal

Mahmood Noorani

Maitha Al Shamsi

Maj Soueidan

Mal Makin

Maleeha Bengali

Manfredi Catella

Manmohan Singh

Manny Roman

Marc Bhargava

Marc Chaikin

Marc Chandler

Marc Faber

Marc Gerstein

Marc Mayer

Marc Ostwald

Marc Pfeffer

Marc Potters

Marc Schechter

Marco Aiolfi

Marco Krohn

Marcos Carreira

Marcos Douer

Marcus Ashworth

Marcus Frampton

Margaret Starner

Maribeth Rahe

Marin Katusa

Mark Anson

Mark Binder

Mark Cortazzo

Mark Douglass

Mark Fendrick

Mark Gabbay

Mark Gordon

Mark Grant

Mark Hake

Mark Hulbert

Mark Mirsberger

Mark Moore

Mark Newton

Mark Orsley

Mark Roberts

Mark Sear

Mark Sebastian

Mark Shenkman

Mark Smith

Mark Thorndyke

Mark Valek

Mark Versey

Mark Walker

Mark Whitmore

Mark Woolley

Mark den Hollander

Markus Heitkoetter

Marshall Auerback

Martin Halbfinger

Martin Armstrong

Martin Friedman

Martin Gruber

Martin Kollmorgen

Marty Bicknell

Marty Fridson

Mary Mullin

Mash Patel

Matein Khalid

Matt Bohlsen

Matt Dillig

Matt Halbower

Matt Hougan

Matt Kircher

Matt Krantz

Matt Luth

Matt Osborne

Matt Ran

Matt Rowe

Matt Toms

Matt Tucker

Matthew Hedges

Matthew Kaplan

Matthew Rothman

Matthew Waz

Matthew Weinstein

Max Peckler

Max Wolff

Maziar Minovi

Meb Faber

Mel Lagomasino

Mel Lindauer

Melissa Corrado-Harrison

Micah Wakefield

Michael Kanigher

Michael Block

Michael Boyd

Michael Corcelli

Michael Covel

Michael DeVito

Michael Edesess

Michael Edwards

Michael Finke

Michael Gettings

Michael Glennon

Michael Howell

Michael Kahn

Michael Kantrowitz

Michael Kramer

Michael Lebowitz

Michael Lindsell

Michael Miller, FRM

Michael Nicoletos

Michael Parker

Michael Poppo

Michael Pusateri

Michael Rulle

Michael Schneider

Michael Tiedemann

Michael Valdes

Michael Venuto

Michael Wu

Michael Zeuner

Michelle Johnston

Michelle Leder

Mike Abrams

Mike Alkin

Mike Capombassis

Mike Green

Mike Harris

Mike Hennessy

Mike Heroux

Mike Khouw

Mike Klein

Mike Larson

Mike Markowski

Mike Matthews

Mike Moeller

Mike Mufson

Mike Oliver

Mike Philbrick

Mike Ricca

Mike Sawyer

Mike Vogelzang

Mike Vranos

Miles Clyne

Mish Schneider

Mish Shedlock

Mitch Swergold

Mohamed El-Erian

Morgan Paxhia

Moritz Seibert

Moss Crosby

Muhammad Wahdy

Nancy Davis

Nancy Tengler

Natalie Howard

Naufal Sanaullah

Neal Frankle

Neal Triplett

Neal Wilson

Neels Heyneke

Neil Azous

Neil George

Neil Gilliss

Nic Carter

Nicholas Albanese

Nick Kavallieratos

Nick Reece

Nick Ward

Nico Marais

Niels Kaastrup-Larsen

Nigam Arora

Nik Dhir

Nitya Sharma

Noah Hamman

Noel Smith

Noel Weil

Nuno de Sousa

Oliver Harris

Omar Bassal

Ophir Gottlieb

Oscar Vollmer

PJ Schwarz

Pamela Rosenau

Patrick Ceresna

Patrick Dunuwila

Patrick Gregory

Patrick Hargreaves

Patrick Perret-Green

Patti Brennan

Paul Brodsky

Paul Johnson Jr.

Paul Kim

Paul Krake

Paul Mampilly

Paul Netherwood

Paul Reeder

Paul Ried

Paul Schulte

Paul Tanner

Paul Tramontano

Pete Wargent

Peter Atwater

Peter Bermont

Peter Boockvar

Peter Brandt

Peter Carey

Peter Churchouse

Peter Faigl

Peter Lynch

Peter Rukeyser

Peter Seilern

Peter Stein

Peter Warburton

Peter Zaltz

Phil Hildebrandt

Phil Town

Phil Tye

Philip Fischer

Philipp Hofflin

Philipp Vorndran

Philippe Bekhazi

Phill Gross

Pierre Andurand

Pierre Hoebrechts

Pippa Malmgren

Prateek Mehrotra

Preston Cherry

Preston McSwain

Rachel Podnos O'Leary

Raghav Kapoor

Raj Bhatia

Raj Sharma

Ralph Kruger

Ralph Segall

Randy Carver

Randy Conner

Randy Swan

Raoul Pal

Ray Merriman

Ray Uy

Rebecca Patterson

Rebecca Rothstein

Reza Zafari

Rich Apostolik

Rich Petit

Rich Pluta

Rich Ross

Richard Saperstein

Richard Duncan

Richard Excell

Richard Lightburn

Richard Zinman

Rick Bensignor

Rick Hess

Rick Murray

Rick Rule

Rob Davis

Rob Mooney

Rob Riedl

Rob Sechan II

Rob Swan

Rob Topping

Rob West

Robert Balan

Robert Grunewald

Robert Hagstrom

Robert Horrocks

Robert Maxwell

Robert Polak

Robert Ross

Robert Ross Jr.

Robert Skinner II

Robert Wiedemer

Robin Fink

Robin Griffiths

Rocco Pellegrinelli

Rodrigo Gordillo

Roger Montgomery

Roger Wacker

Roger Wohlner

Ron Carson

Ron Hughes

Ron Rowland

Ron Stenger

Ron Vinder

Ronan Manly

Ronnie Stoeferle

Rory Hills

Roy Niederhoffer

Royce Running

Rui de Figueiredo

Rupert Harrison

Russ Brownback

Russ Dallen

Russ Koesterich