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. Due to the potential negative effects of various risks on a person’s investment portfolio, effective risk management is crucial.

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WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

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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.

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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?

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Wealth Management

DECEMBER 5, 2023

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.

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Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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Advisor Perspectives

DECEMBER 3, 2022

We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.

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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).

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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.

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Trade Brains

DECEMBER 5, 2023

Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities. It covers the basics of options, option Greeks, technical analysis, option chain, selecting strike prices, trading strategies, Psychology and money management in options trading.

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Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

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Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. Hence, managing leverage and margin is a crucial task for beginners for risk management in forex trading. Risk management is the key factor for traders to consider in trading.

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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.

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The Big Picture

JUNE 24, 2023

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Borish also explains why “Trading and risk management are inherently unnatural.” Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

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Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

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Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

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Alpha Architect

AUGUST 4, 2022

An implementable trading strategy that combines both systematic and momentum-specific risk more than doubles the Sharpe ratio of original momentum and outperforms existing risk management strategies over the 1928–2020 period, in 5 and 10-year sub-samples, and an international momentum portfolio.

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Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. As a part of risk management trading with stop loss and respecting the logical stop loss is important.

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Trade Brains

NOVEMBER 21, 2023

The course topics are an introduction to technical analysis, various candlestick patterns, charting tools & software, trendlines& price patterns, technical indicators & their application, trading strategy and risk management. Also, traders can get certified for the course by clearing the exam conducted by NCFM.

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Advisor Perspectives

OCTOBER 24, 2023

The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. My guest today will discuss how advisors can use these actively managed ETFs to get the most value out of their fixed income allocation. It added ETFs to its offerings in August.

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SEI

OCTOBER 4, 2022

More than 30 years of experience providing employer-defined contribution plans with access to our risk-managed investment portfolios.

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Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

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Truemind Capital

APRIL 28, 2023

If you make 50% returns in one year and 50% loss another year, you have lost 25% of your portfolio value in two years. For consistency, a risk management framework needs to be in place. For consistency, a risk management framework needs to be in place. Investment is not a sprint but a marathon.

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International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

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Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. 37,352), Honeywell Automation India (Rs.

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Trade Brains

FEBRUARY 13, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in a piercing line pattern, a target can be based on the risk-to-reward ratio or the levels of resistances in the market.

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Trade Brains

NOVEMBER 28, 2023

The topics covered are an overview of the commodity markets, the Indian regulatory framework, the functioning of commodity exchanges, risk management, the functioning of futures derivative exchange and market operations. You can also get certified by completing the exam offered by BSE with a minimum passing score.

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Random Roger's Retirement Planning

JUNE 7, 2023

Early on there was mention of building a 60/40 portfolio and then adding another 60% on top of that in managed futures. They position it as not leveraging up necessarily because managed futures' correlation to equities and fixed income is typically negative or there tends to be no correlation. Here are the results.

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Trade Brains

NOVEMBER 18, 2023

The in-depth explanation, helps learners build a qualitative and quantitative portfolio. It also gives a great insight into the risk management to be followed to minimize the risk and be profitable in the long run. However, proper risk management should be followed for a profitable journey in the long term.

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Trade Brains

NOVEMBER 23, 2023

hrs each and covers topics on basic concepts of futures, factors affecting prices, different strategies, formulas required and risk management. In At the end of this course, you will be able to trade futures segments by building your strategies with good risk management. The course is divided into four sections of 2.5

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Trade Brains

NOVEMBER 17, 2023

From fundamental analysis to technical charting, and risk management to trading psychology, these courses empower aspiring investors with the tools they need to excel in the stock market. Risk management is key to follow for a successful journey, hence good knowledge with practical understanding is always preferred before jumping in.

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SEI

AUGUST 22, 2022

Implementing sustainable investing in your portfolio . How to implement an enterprise risk management (ERM) approach in your portfolio . How do we know so much about financial management and growth in the nonprofit space? In this blog, we talk about things like: . Tricks from your peers about fundraising .

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Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money?

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Trade Brains

OCTOBER 14, 2023

and guides in risk management by diversification of portfolio. Here, Diversification in a portfolio refers to investing our money into different classes of assets and thereby reducing the average risk of loss. In simple terms, the buying and selling of any stock on the same day is called Intraday or Day trading.

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Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And as the deposits poured out SVB found itself in a liquidity crunch where they were technically insolvent and for the sake of risk management they needed to shore up the balance sheet.

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Random Roger's Retirement Planning

OCTOBER 1, 2023

The Permanent Portfolio was devised decades ago by Harry Browne as diversified approach that favored defense and tried to ensure that no matter how bad things got, at least one holding was working. It also did very well through the financial crisis, the Permanent Portfolio was actually up a few basis points in 2008.

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