David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. S&P 500 2 Years. When rates rise,, appetites change. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

Portfolio 52

Portfolio Investments Investing Economics 52

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

Abnormal Returns

JULY 26, 2024

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

Risk Management 264

Risk Management Management Portfolio Assets 264

BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Would they consider a 5% return worth taking a risk or 20%?

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Risk Management Guru

SEPTEMBER 29, 2022

In the stock market, risk management is locating, quantifying, and dealing with the various risks that can affect investment. It’s a must-have in the stock market since it aids traders and investors in deciding whether to purchase or sell a specific security. appeared first on Risk Management Guru.

Risk Management 59

Risk Management Management Marketing Marketing 59

Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their focused business model enables effective market penetration.

Financial Services 59

Financial Services Risk Management Portfolio Management 59

Alpha Architect

FEBRUARY 7, 2025

We are far from a bubble. Is There A Bubble In Private Credit? was originally published at Alpha Architect.

Risk Management 70

Risk Management Media Portfolio Management 70

Nerd's Eye View

MARCH 8, 2024

Read More.

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Financial Planner Asset Allocation Clients Risk Management 246

Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. If you have a firm grasp of these elements and how they influence stock market fluctuations, you will be in a better position to plan your investments. Go with the flow of the market. Stock Market Risk Management Strategies.

Risk Management 59

Risk Management Management Pharmaceutical Investments 59

WiserAdvisor

SEPTEMBER 8, 2022

In addition to this, every investor has a risk appetite. This way, you can absorb the short-term market fluctuations and eventually exit with high returns. However, if you are nearing retirement, your risk appetite would ideally drop. This is why portfolio risk management can be very critical.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Validea

MARCH 31, 2025

In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. From risk management to overcoming failure, this episode blends Schwagers expertise with Jack and Matts commentary, offering valuable takeaways for investors of all kinds.

Risk Management 52

Risk Management Media Management Taxes 52

The Big Picture

JUNE 24, 2023

He is fond of noting: “Markets spend a lot of time doing nothing, then they reprice.” That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

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Investments Investing Recruitment Math 217

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

Management 130

Management Assets Portfolio Insurance 130

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Alpha Architect

AUGUST 4, 2022

Across markets, momentum is one of the most prominent anomalies and leads to high risk-adjusted returns. On the downside, momentum exhibits huge tail risk as there are short but persistent periods of highly negative returns. Avoiding Momentum Crashes was originally published at Alpha Architect.

Risk Management 132

Risk Management Portfolio Management Marketing 132

Random Roger's Retirement Planning

MAY 4, 2025

We talk frequently about the stock market's ergodicity, the natural inertia to go from the lower left to the upper right despite some bumps along the way. The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight. Fifty Shades of Grey Swans: the Risks that Matter Most was originally published at Alpha Architect.

Math 107

Math Risk Management Portfolio Management 107

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. RITHOLTZ: That’s pretty early in the managed futures history.

Management 305

Management Assets Risk Management Marketing 305

Carson Wealth

JANUARY 23, 2025

Today Bucket Time horizon: 02 years Purpose: Immediate needs, daily expenses, and short-term goals Investments: Cash accounts, savings accounts, short-term bonds This bucket is designed to help provide stability and gives you more access to funds for essential needs without worrying about market volatility.

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Validea

NOVEMBER 2, 2024

In an environment where investors may have faced significant losses in various sectors – from growth stocks to cryptocurrencies to bond portfolios – he emphasizes the importance of being kind to yourself while maintaining the courage to continue taking action.

Risk Management 52

Risk Management Investments Investing Management 52

Risk Management Guru

OCTOBER 1, 2021

Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart. After designing this Excel solution, I’ve written a post questioning the Risk community if “ Is Anyone Still Using Risk Heatmaps?

Portfolio 52

Portfolio Risk Management Distribution Management 52

Validea

JUNE 3, 2025

Top 10 Dividend Growth Stocks on Validea Ticker Company Name Price Market Cap ($M) P/E Ratio Price/Sales Price/Book Price/Cash Flow Dividend Yield FIX Comfort Systems USA Inc $478.23 $16,869 28.7 This example demonstrates how dividend growth can significantly enhance income over time, even if the initial yield is modest.

Risk Management 52

Risk Management Portfolio Investments Investing 52

Discipline Funds

MARCH 10, 2023

Markets change over time. It’s human nature and it’s the thing that makes markets appear like the eternal recurrence I previously discussed. The COVID boom was the inevitable blow off top of the prior 10 year bull market. The assets change, the companies change, the people change. The laser eyes? Meme stocks?

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Risk Management Banking Economy Valuation 145

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.

Certification 105

Certification Risk Management Education Management 105

Trade Brains

FEBRUARY 3, 2024

Forex Trading In the world of financial markets, the rise of traders in currency markets is rapidly growing. Typically forex trading is much complicated and riskier compared to other markets like equity, derivative, and commodity. Forex markets exist as cash and derivatives, offering futures, options, and currency swaps.

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Risk Management Management Commission Accounting 107

Carson Wealth

SEPTEMBER 23, 2024

We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. The Fed’s essentially putting a floor under the labor market. First things first, why are they cutting? The S&P 500 surged 1.7%

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Marketing Marketing Economy Economics 96

WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

Retirement 52

Retirement Portfolio Investments Investing 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. It’s beta neutral, market neutral. So they were not offering paid in internships ’cause the market was still recovering from the tech bubble crash. Since then, it’s grown to about $7 billion. What was it like there?

Healthcare 162

Healthcare Portfolio Management Investments 162

Validea

NOVEMBER 15, 2024

Risk Management: The fundamental criteria help ensure that price momentum is supported by improving business performance, potentially reducing the risk of momentum crashes. Strong operational improvements combined with robust market performance support its high ranking.

Food 52

Food Manufacturing Transportation Assets 52

Random Roger's Retirement Planning

OCTOBER 16, 2024

Where market cap weighted 2x S&P 500 funds are concerned, they tend to be close more often than not. These aren't market neutral pairs trades like maybe going long Pepsi and short Coke a Cola or an example from many years ago, long Intel, short AMD. The mystery fund is the McElhaney Sheffield Risk Managed ETF (MSMR).

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Portfolio Risk Management Taxes Numbers 97

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. That is buying low.

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Portfolio Management Risk Management Distribution 59

Trade Brains

JUNE 23, 2024

Downside Tasuki Gap Candlestick Pattern: Candlestick patterns are integral to technical analysis, offering traders insights into market psychology and potential price movements. The formation of this pattern in a downtrend indicates the continuation of the market sentiment after a small pause in the downward movement.

Risk Management 105

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