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Portfolio Management Presentation Template

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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

STRATEGIC MANAGEMENT PRESENTATION TEMPLATE

Transcript: In the next ____ years, our company will be recognized for _______________________ _________________________________, in addition, our costumers will have or receive ____________________________________ ______, finally, our product will impact because ______________________________________ __________. Your name(s) here Your position(s) here (Chief Executive Officer, Designer, Engineer, among others). Our Goal: SEO Mission Example: To create a powerful tool that help people to understand the basic principles of global warming. Company positions SOCIAL Continuous Improvement City, State Insert a support image here CMS Your name(s) here OUR MISSION Your company name Objectives OUR OBJECTIVES PLATFORMS Your position(s) here (Chief Executive Officer, Designer, Engineer, among others). . Social Example: To create a powerful tool that help people to understand the basic principles of global warming. Email Address We are a ___________________ ______ that wants to __________ ________________________, by providing an unique service with the highest quality standards like _____ ___________________, finally, we aim to exceed customers expectations like _______________ _____________________________ always in a better way. Your name(s) here OUR STRATEGIC MANAGEMENT PROPOSAL Your position(s) here (Chief Executive Officer, Designer, Engineer, among others). Strategic management components of Example: To create a powerful tool that help people to understand the basic principles of global warming. . Goal

Portfolio Template

Transcript: To Start With... And then...about You! In this story you will enter personal information. You should talk about yourself, what you like, what is important to you. You should talk about your long term goals and what career you would like to work towards. You should also mention something about your family and the activities you like. You should use your "About Me" worksheet to reflect on these questions. In this story you will explain your Curriculum Map and GPA graph. You should incorporate the following information about the Curriculum Map and GPA Graph: This is my Heatherwood Middle School Curriculum Map and GPA. These are all the classes I have taken so far at Heatherwood Middle School. The top left graph shows the credits I have earned by passing all my classes. The next graph shows my cumulative grade point average. This is important for me to understand now because next year in high school I will have to make sure all my classes are mapped out and that I am passing classes so I can earn enough credits to graduate in four years. The next story you will share will be about your Long term goals. The following statements are some ideas that you might want to incorporate: I understand that when I get to high school next year I will have to make sure I have good study habits. I understand that I will have a four year plan to graduate which I must stay on track with I understand that I will be responsible to complete a scholarly paper my junior year I understand that I will have to complete a Senior Project my last year. Therefore, as I begin my eighth grade year I am really going to focus on the following goals From here you will want to elaborate on your school goals for this year. You will need to work through your SMART goal worksheet located on at the back of the ABOUT ME worksheet. These will be personal goals that you believe you need to work on as an eighth grade student to have a successful school year. This will then take you to each one of your classes and the trimester goals your teacher has set. You will need to make sure that you have completed the Goal Sheet Recording form. Make sure that your teacher has sign off on this so you know that you have the written down the correct goal. 1st Period Using your Goal Recording form you should be able to incorporate the following questions into your story about this class: This is what I like about this class This is my goal for this class This is what I need to work on Here is some evidence of my work 2nd Period 3rd Period 4th Period 5th Period 6th Period 7th Period SUCCESS! In this story you want to write about what it will take for you to have a successful school year. You will need to reflect on you strengths and some of your shortcomings. You will need to be very open about this particular story in your presentation. You want to share what you do well and how you want to be recognized for this. You also need to talk about what you need to work on this year. This will be difficult to be honest about what you need to work on. However, this is a very significant concept in goals setting. The ability to recognize one's weaknesses and share how you are going to overcome them is a very mature response. Study Plans This next story will be about your action plan for the school year. After you have shared your goals you now want to put together a plan which will help you to succeed. One of the tools that you can utilize with this program is the Study Plan Graph. Here is what you will need to share with regards to the Study Plan Graph: This is the study plan that I have completed to help me stay on track. There are four parts to it: 1. How I will study 2. The resources I need 3. My weekly class routine 4. A schedule of when my projects and tests are due I will keep this updated and posted so you can help me by checking this. High School This story should be about your thoughts regarding high school. Next school year you will be entering high school as a ninth grade freshman. How do you feel about this? What are some things that excite you about the reality of being in high school? What are the parts of high school that you are really looking forward too? There also has to be some apprehensions! Reflect on your concerns and what you might be worried about. In this story you need to write about how you need to take this school year to help yourself be prepared for the transition. Help!!! Your education at Heatherwood Middle School should be seen as a "partnership" between you, your family and your teachers. Understanding this concept then should allow you to ask for help and support. In this story reflect on what you need to be successful. How can your family support you this school year? How can your teachers help you? And perhaps most of all, how can you help yourself to be the best that you can be? In Conclusion So know you have come to the end of your presentation. Here you must summarize all that you have said. Enjoy the moment. This presentation is about

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