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Portfolio Management Presentation Template

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Portfolio Template

Transcript: ADD YOUR LOGO HERE BEST PORTFOLIO EVER! 2020-2021 Intro Introduction Welcome and thank you for coming to my Portfolio Myself as a Person Personal Statement Share the prompt Read your statement in its entirety Personal Statement Upload your personal statement here. Resume Upload your resume here Physical Health and Nutrition Upload your reflection here. Myself as a Learner Overview of Section Make a table of contents for the different academic sections. Make sure your committee clearly understands that you'll be sharing two pieces in depth, and they will be able to view the rest of your portfolio at the end. In these next few sections I will be sharing work from/about reader, writer, scientist, humanitarian, researcher, and artist. Reader Upload documents (or links) Literature response #1 Literature response #2 Literature response #3 Writer Link to document Link to humanitarian reflection Science Micro to Macro 4. 3. 2. Case Study #2: Genetics Reading Skills 1. Case Study #1: History of Race in US Humanitarian hhtps/:// Link to math reflection Google doc Researcher "I never have liked math, and probably never will" Artist Click to edit text Myself in the World Service Learning and Expedition Culmination Electives Click to edit text Conclusion Conclusion • Wrap up the formal part of the presentation • Allow your committee to peruse your portfolio • Ask for additional questions or comments • Thank your committee for coming and for their time Evaluation • Committee members fill out evaluation • Teachers fill out rubric • Student fills out self-reflection

Portfolio Management presentation

Transcript: Contents of Traders Platform: Given by Anton Kreil and Chris Riley By 28 digestible Online Video’s Framework and logical steps Spread sheets and processes Opportunity of an exam Acknowledged Certificate 16,Jan 1979 (36) Likes Economic graduate at; MANCHESTER UNIVERSITY Age 18-21 Is this course for suited you? London, United Kingdom Work Experience Anton Kreil like comment share Who this course is NOT suited for: Retail trader that consistently lose money and don’t learn from losses? Individuals that don’t have a ‘self-starter’ mentality People who think that they become rich quickly Who this course is suited for: Retail traders who want to increase their knowledge in the financial markets. Who seek a REAL professional trading approach in contrast with HARD SELL Individuals that seek employment in Hedge Funds or Investment Banks Individuals that are currently working in Hedge Funds or Investment Banks. New slide Global Ambassador Program: Once finished your Master Class you can become Ambassador You believe in the method Opportunity to earn back your tuitions fees Seminars/ Meetings: Various professional traders give seminars you can attend New York, London, Singapore. Meeting to discuss markets and positions “Great minds don’t think a like” (George Boole) Founded by Anton Kreil in June 2010 Online Platform for ‘Professional Traders’ approach Resource company were traders learn to trade themselves Community for Professional Traders Become a responsible trader Create the highest probability of making consistent long term profits Photos 1.Trading and Portfolio Management Education: Who can become an institutional trader? Do you have to trade 10 times a day? Should I see this as my general income? Why is a track record so important? 2. Account opening, eligibility and suitability 3. Transferring existing portfolios Cash Physical Stock Physical Bonds 4. Account protection Segregated accounts 5. Minimum and maximum account sizes £ 10,000 > like comment share like comment share Born The institute of trading Becoming an Institutional Trader: Professional Trader Master classes: Education Ambassadors Seminars/ Meetings Trading Accounts Wraps Tools Million Dollar traders Factual BBC Tv Show (2009) Wannabe traders trading during the financial crisis. Lex van Damm gave $1 million to trade under Kreil as the manager. 1st episode: Money lost Forget about it Wrong behavior, other people’s money Being on the desk when markets open, no lunch! Being scared of putting down orders, Risk Management is everything 2nd episode: Stocks don’t have feelings “The longer you keep a hedge, the higher the correlation” Portfolio! No single position should hurt you. Current events always provide trading opportunities. 3rd episode: More discipline introduced Trader have to become more focused controlling themselves not to always to have itchy fingers. You don’t have to be nice to your broker. It’s business. First traders are getting sick because of the stress like comment share Portfolio Management presentation like comment share Education Goldman ,Pan European Equities Trading desk, Lehman Brothers , JP Morgan Lives In Million dollar trader

Portfolio Management Presentation

Transcript: Even though we generated a low return, the active risk for portfolio was not as low as expected Tracking Error: 5.63% By complying our risk averse attitude, it is optimal that we are minimising active risks whilst getting a stable return throughout the 2 portfolios Return of Portfolio 2 > Return of Portfolio 1 Less weight on Financial sector New sector: Consumer Cyclical New Portfolio is more diversified Description of Portfolio 1 Portfolio 2 More than a half of our funds were in the financial sector Investment Goals & Strategies high score on allocation effect Portfolio return= 2.265 > Benchmark return Aim for low active risks in selecting and allocating each stocks Portfolio 1 Portfolio 2 Chose ANZ at the start Apply technical analysis for big 4 banks in Australia Decided to give up ANZ Wesfarmers - largest retail business in Australia We have not invested in any similar business type before The more diversified the portfolio, the less risk it is Comments on return/risk Reasons of Buying WES Use of Passive Management Strategy Portfolio 2 By comparing IAG and AMP AMP has competitive advantage over IAG Macro economic Factors - Inflation in Australia - RBA Announcement: Interest Rate Decrease AMP focuses more on investing overseas, whilst IAG focuses more on Australian local market AMP’s business is more diversified than IAG - banking/super/advice Return Contribution of Top & Bottom securities Principles we follow Comments on Overweight & Underweight Siyu Wang 3483169 Qiaoxi Li 3365432 Bo Chi 3401350 Negative Allocation effect Negative total effect Reasons of Selling IAG Therefore, we are value investors Total profit in the end – 9 million 6m profit generated after the first session – 20 stocks invested 1m profit after the 1st portfolio – 7 stocks invested Until 18th may, 2m more profit for the 2nd portfolio For the 1st portfolio, IAG and ANZ were decreased. rearranged and created the 2nd portfolio results were quite good in portfolio 2 Decision Factors: (1) For comparison the tracking error (2) Change and comfirm the investment structure (3) Comfirm the companies relationship whit australia government (4) Investment changes in macroeconomic conditions Portfolio 1 Comparison & Contrary of Portfolios Top 5 - BHP, CBA, CSL, TCL, BXB Bottom 5 - NIL Therefore, we chose to give up IAG in our portfolio 2, even though its increasing recently Competitive Advantage Valuation Long-term Therefore, we believe that the 2nd portfolio will generate more profit in the long-term future. Decision on which portfolio to choose Portfolio Management Presentation Investing stocks for long-term benefits Aim for dividend received in future terms Risk averse attitude - Hedging risks by investing both high risk and low risk stocks Actions to improve Sold IAG Bought WES We were not effectively allocating each stock, Therefore - end up with a very low return compared with the benchmark. Thank you! Top 5 - CBA, CSL, IAG Bottom 5 - ANZ, BHP

Portfolio Management Presentation

Transcript: Zhen Qin, Ruxue Li, Jingyi Wan, Chelsea Jing 05.02.2019 Portfolio Management Introduction Group Introduction Zhen Qin Ruxue Li Jingyi Wan Chelsea Jing Moderate Risk: 15 Million Moderate Risk High Risk: 10 millions High Risk Moderate risk Assets Allocation Moderate Portion Allocation Stock Fund A large-value fund: invest in U.S. large-cap stocks The Vanguard Value Index Fund (VIVAX): returned 7.09% over the past year, 12.03% over the past three years expense ratio: only 0.18% YTD return: 10.72%, yield is 2.47%, and its return showed an increasing trend 1. Stock Fund: 30% (4.5 mil) 2. Real Estate: 20% (3 mil) - Florida Coastal Apartment Real Estate From summer 2017 to 2018, employment increased 4.3%, which is almost three times the U.S. average growth rate. Its population surged by 14% from 2013 to 2018. Rents grew 2.3% in the last year, which is well ahead of the U.S. overall growth rate. 3. ETF: 20% (3 mil) ETF Direxion Daily Semicondct Bull 3X ETF (SOXL) leverage ETF: 300% of the daily performance of the PHLX Semiconductor Sector Index Industry: semiconduct 4. Bond fund: 20% (3 mil) Bond Fund High Yield Municipal funds diversify among general obligation and revenue bonds tax-exempt earnings The Oppenheimer Rochester AMT-Free Munis Fd (OPTAX) Historical performance: 9.65% over the past year, 6.08% over the past three years Yield: 3.61% 5. CDs: 10% (1.5 mil) CDs Period Performance in Moderate Risk Portion Summary Rebalance for next period High risk Assets Allocation Risky Portion Allocation Angle Investment Angel Investment Arbe high-level vehicular autonomy Traffic accidents rate is still very high New technology is necessary Already has 12 paying customers Wave it’s a website that provide financial service Investment is more and more important in people's minds Already has over 300,000 months of active business and nearly 50,000 paying customers. Dollar Gold Gold Antique 3. Antique: jewelry from auction company low-liquidity investment the top three value jewelry are the colored diamonds represented by pink diamonds, emeralds, and ruby/sapphire colored diamonds have great potential for appreciation emeralds above 2 carats will have a high collection value and appreciation space So,we invested in pink diamonds and emeralds collections 4. Stock: Small/Mid Cap Stock 5. Mutual Fund: Large Growth Fund (Health Industry) Mutual Fund Fidelity Select Medical Equipment & Systems Portfolio (FSMEX) April 1: $53.81 April 30: $52.18 Return: -3.03% Toronto is a booming city attracting investors with all types of portfolios. The market is hot, and that means there’s a lot to look out for. the percentage change in average greater Toronto area home values is growing 2.1%. total sales fell 16% while prices rose a marginal 2.3%. prices were up a more robust 9.9% to an average. 6. Real Estate——Apartments in Toronto Real Estate Portfolio Rebalance Period Performance in Risky Portion Summary Thank you


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