MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 531904 MIT OpenCourseWare
The basics of portfolio risk management is the art of attaining a specific investment goal without exposing yourself to certain risks and biases. Here, I introduce you to the basic steps of portfolio risk management. I hope that you’ll learn something new here, instead of the usual “invest in low-volatility, blue-chip stocks” http://damonverial.com/ One of the biggest risks of a portfolio is the hidden biases you were exposed to when you were building your portfolio. Here, I demonstrate a set of practical principles for basic risk management. I start with three main principles and then introduce practical methods that stem from these principles. First, we discuss diversifying across investments. Then, we talk about hedging (with stock options). Finally, we discuss diversifying across time, which is hardly ever mentioned in diversifying your portfolio. #portfolioriskmanagement
Views: 6862 Damon Verial
Morgan Stanley's Mary Deatherage explains how she measures, and then reduces, risk in her clients' portfolios. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Follow WSJ on Facebook: http://www.facebook.com/wsjvideo Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJvideo Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 1190 Wall Street Journal
In the world of investment, there's a trade-off between risk and reward. With more risk there's a higher potential return. But it's important to set a risk that you're comfortable with. A major factor in determining how much risk an investor should take is the time horizon they expect to be invested for. For shorter periods a high risk portfolio is unadvisable as it may be necessary to sell the investments at a point when the market is depressed. This could lead to losses. For a longer time scale, most experts agree that a higher level of risk can be tolerated, potentially generating a larger return. The risk section of our free investment report indicates the level of risk your portfolio is exposed to by measuring its volatility. Put simply, this is the fluctuation in its value over the last three years. Although volatility is only one measure of risk, at Bestinvest we believe it to be the best indicator. Investors often find they are exposed to more risk than they're comfortable with. If you're unsure whether your existing portfolio is appropriate for your needs, why not contact us? We will help you determine your risk profile with just a few simple questions. To speak with one of our Investment Professionals, please call us on 020 7189 2400 or email [email protected] Please consider this important information The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Different investments will have varying risks which you should ensure you understand before investing. This broadcast does not constitute a personal recommendation, or advice to invest. If you are in doubt as to the suitability of an investment please contact one of our advisers.
Views: 758 Bestinvest
Hi Guys, This video will show you how to find the expected return and risk of a single portfolio. This example will show you the higher the risk the higher the return. Please watch more videos at www.i-hate-math.com Thanks for learning !
Views: 205096 I Hate Math Group, Inc
Paradigm founder Bill Strand takes on the topic of how to decide the right amount of risk for financial portfolios and why knowing your goals is the most important factor when making decisions.
Views: 36 Paradigm
We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate. For more information call us at 727.492.0314 or visit www.JazzWealth.com Facebook https://www.facebook.com/JazzWealth/ Investment related questions 📧 [email protected] Business Affairs 📧[email protected]
Views: 827 Jazz Wealth Managers
Basic introduction to risk and reward. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/investment-consumption/v/human-capital?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/hedge-fund-strategies-merger-arbitrage-1?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: When are you using capital to create more things (investment) vs. for consumption (we all need to consume a bit to be happy). When you do invest, how do you compare risk to return? Can capital include human abilities? This tutorial hodge-podge covers it all. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 96614 Khan Academy
Learn how the impact of fees and risk can reduce the value of an investment portfolio over time. There are number of fees and costs that are potentially within your investment portfolio. But how would you know what they are? At Wealth Teams Alliance, we've created a tool to do an analysis on the risk / volatility and fees in your investment portfolio called the Expected Return Analysis Tool. This call tell us how much risk you are buying and how much return you are sacrificing because of the volatility and costs built into your portfolio. If you'd like to have this analysis done on your portfolio feel to visit our website and contact us: http://www.wealth-teams.com
Views: 2057 Wealth Teams Alliance
Lars Kroijer’s investing video series. How to invest if you can’t beat the markets, which you probably can’t. Buy only cheap world equity index tracker plus low risk asset and think about risk. More on www.kroijer.com
Views: 11489 Lars Kroijer
12/10/2018 Webcast: The 2019 economic and market outlook Vanguard Global Chief Economist Joe Davis shares what his team projects as a realistic return over the next decade for a balanced portfolio—meaning one comprising 60% equities and 40% fixed income investments—which at 4 to 4.5% is below historical averages. As he explains, the Vanguard Economic and Market Outlook for 2019 anticipates some variance in performance in U.S. versus non-U.S. markets, as well as fixed income vs. equities—underscoring the importance of periodic rebalancing and maintaining a diversified portfolio. IMPORTANT INFORMATION All investing is subject to risk, including the possible loss of the money you invest. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Past performance is not a guarantee of future results. Investments in bonds are subject to interest rate, credit, and inflation risk. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets. IMPORTANT: The projections and other information generated by the Vanguard Capital Markets Model® (VCMM) regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. VCMM results will vary with each use and over time. The VCMM projections are based on a statistical analysis of historical data. Future returns may behave differently from the historical patterns captured in the VCMM. More important, the VCMM may be underestimating extreme negative scenarios unobserved in the historical period on which the model estimation is based. The Vanguard Capital Markets Model is a proprietary financial simulation tool developed and maintained by Vanguard’s primary investment research and advice teams. The model forecasts distributions of future returns for a wide array of broad asset classes. Those asset classes include U.S. and international equity markets, several maturities of the U.S. Treasury and corporate fixed income markets, international fixed income markets, U.S. money markets, commodities, and certain alternative investment strategies. The theoretical and empirical foundation for the Vanguard Capital Markets Model is that the returns of various asset classes reflect the compensation investors require for bearing different types of systematic risk (beta). At the core of the model are estimates of the dynamic statistical relationship between risk factors and asset returns, obtained from statistical analysis based on available monthly financial and economic data from as early as 1960. Using a system of estimated equations, the model then applies a Monte Carlo simulation method to project the estimated interrelationships among risk factors and asset classes as well as uncertainty and randomness over time. The model generates a large set of simulated outcomes for each asset class over several time horizons. Forecasts are obtained by computing measures of central tendency in these simulations. Results produced by the tool will vary with each use and over time. Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. © 2018 The Vanguard Group, Inc. All rights reserved.
Views: 9753 Vanguard
This video discusses some specific types of risk that a stock investor faces and works through some simple examples to illustrate how diversifying your portfolio can help mitigate some of these risks. Explore the opportunities for unlimited commission-free investing in Stocks & ETFs. - https://www.trading212.com/en/Free-Stock-Trading Download the free native mobile apps now: Trading 212 for iOS - https://itunes.apple.com/gb/app/trading-212/id566325832?mt=8 Trading 212 for Android - https://play.google.com/store/apps/details?id=com.avuscapital.trading212&hl=en-uk Stock Market Investing | The Basics (Playlist) - https://www.youtube.com/playlist?list=PL_qZbVTmPuY9fE7CsrlKyyWiryxq4WjBA Subscribe | Select the Alarm Bell | Hit the Thumbs Up | Share | Comment At Trading 212 we provide an execution only service. This video should not be construed as investment advice. Investments can fall and rise. Capital at risk. Conditions apply.
Views: 257 Trading 212
This video features the investing philosophy of billionaire Stanley Druckenmiller. After listening to Stanley's approach to investing, five characteristics of his high-returns approach are discussed as they relate to all investors. Specific focus is then given to how this investing approach is fitting and necessary for those seeking to invest in natural resources. Stanley Druckenmiller: "My idea of risk control is a little non-conventional. I like putting all my eggs in one basket and then watching the basket very carefully…At most business schools they teach, I think, a lot of nonsense called risked-adjusted return and diversification. As a money manager, if you look at a normal portfolio most people will make 70-80% of their money that year on 2-3 ideas even though they will have 30-40 things in their portfolio. My concept was to put into those 2-3 ideas I have the most conviction in. I was also lucky to travel across asset classes so I traded commodities, currencies, bonds and equities. And it gave me the discipline if I didn’t have a good idea in equities, I was happy to have no equities or the same thing with bonds. So when you have a quiver with a bunch of arrows you can usually find something to put a lot of money into. The only other thing I’d say is that too many investors look at the present. The present is already in the price. You have to think out of the box and sort of visualize 18-24 months from now and what the world is going to be and what securities might trade at. What a company has been earning does not mean anything. What you have to look at is what people think it is going to earn and if you can see something (in) two years that is going to be entirely different than the conventional wisdom. That’s how you make money. My first boss used to say, “the obvious is obviously wrong.” If you invest in conventional wisdom you are going to lose your butt." Five Qualities: 1) Self-Directed 2) Contrarian 3) Strategic and Focused 4) Disciplined 5) Identifies Opportunities through Forward-Thinking Sign up for our free newsletter and receive interview transcripts, stock recommendations and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Views: 22781 MiningStockEducation.com
Top mutual funds in India 2019 | Mutual fund Investing | mutual fund beginners in India for 2019 | best funds to invest | Best SIP Mutual Funds for Beginners 2019 | Mutual Fund Schemes for Beginners India | Low Risk Funds | Best mutual funds Hello Investors, Welcome Back to the Mutual Fund Talk Show First, we want to thank all of you for showing great love and appreciation with our past two videos which include an aggressive mutual fund portfolio and a balanced mutual fund portfolio. This is the last segment of the series which is all about the best conservative mutual fund portfolio for 2019. The conservative mutual fund portfolio is specially designed for investors who are willing to start investing in mutual funds and have a fear of risk. Also, it’s ideal for people who are close to their retirement age and cannot take much risk with their investment. This is why such a conservative folio is considered to be extremely safe as the model allocation and selection of funds help the investment to attract minimum possible risk. Besides, the annual average returns generated by the schemes are higher than that of traditional investment options like FD. The video covers a detailed analysis of the portfolio objective, portfolio allocation, fund selection, historical performance of the selected schemes, and lastly some important suggestions related to the schemes. The overall research is divided into four segments as mentioned above. The researched information will help you to match the suggested conservative portfolio with your investment preferences, and then you can decide if the allocation matches your investment style or not, and make the decision of investing accordingly. Lastly, one must remember that the suggested schemes are only for the conservative investors who are either new to mutual fund investment or the ones reaching close to their retirement age and have an investment horizon of around three years. Stay tuned with us, and we’ll help you learn about different investing concepts in mutual funds. You can also write to us with your feedback at [email protected] Share the video with your friends and family as well if you find it useful. For seeking any investment-related suggestion further, you can visit us at our website www.mysiponline.com. To start investing now in this best conservative mutual fund portfolio for investors in 2019, download our mobile app now: https://bit.ly/2FzAWMN Join the fastest growing online mutual fund platform and stay connected at: Facebook Page - https://www.facebook.com/mysiponline Google Plus - goo.gl/0IHtzA Pinterest - https://in.pinterest.com/mysiponline Instagram - https://www.instagram.com/mysiponline/ Twitter - https://twitter.com/MySIPonline #lumpsuminvestment #bestmutualfunds2019 #topmutualfunds #mutualfundsbeginners #conservativeportfolio Tags: Mutual Funds for BEGINNERS Best mutual funds for Sip in 2019 Top 5 Mutual Funds in india 2019 for Beginners Mutual funds for Beginners Mutual fund for Beginners India How to Select Best Mutual funds top sip funds 2019 top performing mutual funds in India 2019 best mutual funds of 2019 Best SIP Mutual Funds for Beginners 2019 Mutual Funds For Beginners India Best Mutual Funds in 2019 in India Top Mutual Funds for SIP in 2019 Best mutual funds in India for 2019 Best SIP mutual funds for 2019 in India Mutual funds for Beginners in 2 Minutes Conservative Portfolio Model Portfolio Theory Conservative Investment Plans Portfolio for low risk investors Best mutual funds for beginners Best mutual funds for retired How to build winning portfolio Diversified portfolio How to invest in mutual funds Mutual funds for short term Best mutual funds of 2019 FD vs Mutual Funds Investment ideas for beginners Best retirement plan India Conservative Investor friendly Fund Low risk stable returns Mutual Fund Portfolio Portfolio Allocation 2019 ICICI Prudential Mutual Funds ICICI Prudential Bluechip Fund ICICI Prudential Equity and Debt Fund Reliance Mutual Funds Reliance Income Fund Kotak Mutual Funds Kotak Credit Risk Fund Principal Mutual Funds Principal Hybrid Equity Fund Franklin Mutual Funds Franklin India Low Duration Fund CRISIL Index Best debt fund Long duration debt fund Low duration debt fund Best Schemes For Conservative Investors Conservative Investors Best credit risk fund Best aggressive hybrid fund Best large cap fund Stable returns Low risk Low risk portfolio Higher than FD returns Conservative Investments
Views: 5662 The Mutual Fund Talk
Facebook - https://www.facebook.com/ebutowskypub/ Twitter - https://twitter.com/edbutowsky Website Link- http://www.edbutowsky.com/ Ed Butowsky, top wealth manager in Dallas and managing partner of Chapwood Investment, LLC, discusses the current state of the market and how to detect too much risk in your financial portfolio. risk in your financial portfolio, portfolio risk, investment risk, balanced portfolio, bond market, market, stock market, stock performance, Financial Advisor, Wealth Manager, Portfolio, Corporate Valuation, investment portfolio, financial advisor, ed butowsky financial advisor, portfolio, investments, money, evaluate your financial advisor, fox business financial advisor, ed, butowsky
Views: 3275 Ed Butowsky
MIT 15.401 Finance Theory I, Fall 2008 View the complete course: http://ocw.mit.edu/15-401F08 Instructor: Andrew Lo License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 119779 MIT OpenCourseWare
10,000 SIP for Next 10 yrs | Best portfolio for high risk & high return in 2019 | Best long Term Investment Video Links :- 5 Important Questions & Answers about Mutual Funds & SIP | FAQ on MF | Mutual Funds Doubt are Clear. https://youtu.be/n2HhCFtK3Ig Mutual Fund Review : HDFC Small Cap Fund For 2019 | Top Small Cap Fund 2019 ? Ideal for Long Term https://youtu.be/DeHBaFrMJAA #bestmutualfund2019 #bestsip2019 Thanks For Watching.... LIKE SHARE & SUBSCRIBE
Views: 2987 Banking Mastery
In this excerpt from a live webcast aired June 10, 2011, Colleen Jaconetti of Vanguard Investment Strategy Group and Chris Alwine of Vanguard Fixed Income Group discuss the role of bonds in your portfolio. Notes: • All investments are subject to risk. Investments in bonds and bond funds are subject to interest rate, credit, and inflation risk. • Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. • Diversification does not protect against a loss in a declining market or ensure a profit. • Past performance is not a guarantee of future results. • The information provided here is for educational purposes only and isn't intended to be construed as legal or tax advice. We recommend that you consult a tax or financial advisor about your individual situation. • Vanguard Marketing Corporation, Distributor.
Views: 6563 Vanguard
Allocation of your capital in the right proportion is as important as selecting the right stock to invest. Many investors don't pay attention to the allocation. How much of your capital you can allocate to each stock in your portfolio depends on the risk in the business of the company in which you are investing. In this video we will see how a low and moderate risk investor should allocate his capital in shares http://investorji.in http://facebook.com/abhishu7
Views: 2191 InvestorJi
Hello Investors, Welcome Back to the Mutual Fund Talk Show This segment is all about the best balanced mutual fund portfolio for 2019. In the previous video, we have covered the best aggressive mutual fund portfolio for investors and all of you highly appreciated it. This is the second video which covers a balanced mutual fund portfolio, specially designed for moderate-risk investors. This portfolio will help investors to get high returns without being exposed to much higher degree of risk. In the video, we have discussed portfolio arrangement for moderate mutual fund investors. A step-by-step analysis has been made to reach out to the best fund recommendation. The overall research is divided into four main segments which include: The objective of the portfolio. Portfolio allocation and fund selection process. Historical performance of the schemes. Future growth prospects and investors’ suitability. The information will help you to match the portfolio with your investment preferences, and then you can decide if the allocation matches your style of investing or not and make the decision accordingly. One must decide to invest in this moderately risky mutual fund portfolio only if the objective is to earn good returns with the calculated amount of risk. For seeking any investment-related suggestion further, you can visit us at our website www.mysiponline.com. Watch this video to the end, and don’t forget to share your valuable comments on how you like it. Pass on the video to your friends and family as well if you find it useful. Don’t hesitate to write to us with your feedback at [email protected] To start investing now in this best balanced mutual fund portfolio for 2019, download our mobile app now - https://bit.ly/2FzAWMN Join the fastest growing online mutual fund platform and stay connected at: Facebook Page - https://www.facebook.com/mysiponline Google Plus - goo.gl/0IHtzA Pinterest - https://in.pinterest.com/mysiponline Instagram - https://www.instagram.com/mysiponline/ Twitter - https://twitter.com/MySIPonline #lumpsuminvestmentportfolio #mutualfunds2019 #hindi #balancedportfolio #moderaterisk Tags: Balanced Portfolio Model Portfolio Theory How to build balanced portfolio How to build winning portfolio How to build mutual fund portfolio Best funds for moderate risk investors Best consistent performing funds Best balanced portfolio Best balanced mutual funds Best aggressive hybrid mutual fund Best multi cap mutual fund Best debt low duration fund Low risk high return mutual funds Mirae mutual funds Mirae asset India equity fund Reliance mutual funds Reliance large cap fund Axis mutual funds Axis bluechip fund Franklin mutual funds Franklin low duration fund Debt funds best funds for beginners best funds for intermediate investors Asset allocation Best funds of 2019 Best mutual funds in 2019 Mutual Funds in Hindi Medium risk investment Medium risk high returns Portfolio for investment Trending mutual funds Balanced Portfolio Asset Allocation Well Balanced Portfolio Building a Balanced Portfolio Balanced fund SIP Balanced fund Returns Balanced fund vs Fixed deposit Balanced fund For 2019 Portfolio management
Views: 8697 The Mutual Fund Talk
This CFA Level I video covers concepts related to: • Major Return Measures • Holding Period Return • Average Returns (Arithmetic Mean Return, Geometric Mean Return, Money-weighted Return) • Other Return Measures (Gross Return vs. Net Return, Pre-tax nominal Return, Real Return, Leveraged Return) • Characteristics of Major Asset Classes • Evaluating Investments • Covariance of Returns • Sample Covariance • Correlation • Interpretation of Correlation Co-efficient • Portfolio of Two Assets • Portfolio Risk and Return for a Two Asset Portfolio • Special Role of Correlation • Effects of Correlation on Diversification Benefits For more updated CFA videos, Please visit www.arifirfanullah.com.
Views: 57826 IFT
5000 SIP for Next 10yrs | Best portfolio for high risk & high return in 2019 | Best long Term Investment Video Links :- 5000 SIP For Next 10 Yrs | Best Portfolio for Moderate High Risk Investors In 2019 https://youtu.be/wPGE54SkUlY HDFC SMALL CAP FUND REVIEW https://youtu.be/DeHBaFrMJAA L&T Emerging Businesses Fund https://youtu.be/eE6dpNn8760 Thanks for watching.... #bestmutualfund2019 #bestsip2019
Views: 9761 Banking Mastery
Dr Jessica Stauth: Portfolio and Risk Analytics in Python with pyfolio PyData NYC 2015 Pyfolio is a recent open source library developed by Quantopian to support common financial analyses and plots of portfolio allocations over time. Pyfolio is a tear sheet that consists of various individual plots that provide a comprehensive image of the performance of a trading algorithm and features advanced statistical analyses using Bayesian modeling. (http://quantopian.github.io/pyfolio/). Python is quickly establishing itself as the lingua franca for quantitative finance. The rich stack of open source tools like Pandas, the Jupyter notebook, and Seaborn, provide quants with a rich and powerful tool belt to analyze financial data. While useful for Quantitative Finance, these general purpose libraries lack support for common financial analyses like the computation of certain risk factors (Sharpe, Fama-French), or plots of portfolio allocations over time. Pyfolio is a recent open source tool developed by Quantopian to fill this gap. At the core of pyfolio is a so-called tear sheet that consists of various individual plots that provide a comprehensive image of the performance of a trading algorithm/portfolio. In addition, the library features advanced statistical analyses using Bayesian modeling. The software can be used stand-alone, w**ith our open-source backtesting library Zipline and is available on the Quantopian platform. This talk will be a tutorial on how to get the most out of this library (http://quantopian.github.io/pyfolio/). Slides available here: http://www.slideshare.net/JessStauth/pydata-nyc-2015 Relevant GitHub repos: https://github.com/quantopian/pyfolio https://github.com/quantopian/zipline www.pydata.org PyData is an educational program of NumFOCUS, a 501(c)3 non-profit organization in the United States. PyData provides a forum for the international community of users and developers of data analysis tools to share ideas and learn from each other. The global PyData network promotes discussion of best practices, new approaches, and emerging technologies for data management, processing, analytics, and visualization. PyData communities approach data science using many languages, including (but not limited to) Python, Julia, and R. PyData conferences aim to be accessible and community-driven, with novice to advanced level presentations. PyData tutorials and talks bring attendees the latest project features along with cutting-edge use cases.
Views: 36384 PyData
Presentation by Craig Israelsen, PhD, Brigham Young University at Financial Symposium IV. The symposium was held on April 25, 2012 at the University of Missouri.
Views: 92281 Mizzou HES
For More Visit our website - https://sfmguru.in/ Buy Rewamp & revise the entire SFM in 1 day: https://sfmguru.in/revamp-ca-final-sfm-revision-book/ Subscribe to Channel for more videos: https://www.youtube.com/channel/UCiPzkqrzDsoq-pLrloT7Fcw/featured Background Music Composed and Arranged by: Mr. Manish Thakkar Investing in Stock Market gives high returns but the risk is high Investing in Bond Market has Low Risk but the returns are also low If you are Investing in Single Security - you would not be able to achieve the objectives. Therefore, you should aim at creating a diversified portfolio to achieve your investment objectives. P0 = (D1 + P1) / (1 + Ke) D1 = Expected dividend receivable by year end P1 = Expected market price of equity share by year end Ke = Expected Rate of return by the Equity Shareholder P0 = Current Market Price of Equity Share #Finance , #CAFinal , #FinancialLearning , #CAFinalSFM , #StrategicFinancialManagement , #SFM , #RiskAndReturn , #PortfolioTheory , #PortfolioManagement
Views: 2518 CA Nikhil Jobanputra
This example is a portfolio of three stocks: GOOG, YHOO, and MSFT. Process is: 1. I calculated for each stock the historical series of daily periodic returns (bottom left, below). 2. For each historical day (e.g., Friday 7/18), I calculate the portfolio gain/loss as if I held the current portfolio on that day. This is the essence of the idea: run historical returns through the current portfolio allocation. 3. This produces an historical series (right column, green) of simulated portfolio returns. Now I can treat as with the single-asset; e.g., if I want 95% VaR, then I need = PERCENTILE(range, 5%). For more financial risk videos, please visit our website! http://www.bionicturtle.com
Views: 149257 Bionic Turtle
This video can help you learn more about diversifying your portfolio to become a smarter investor. To learn more about diversification, visit: https://www.fidelity.com/mymoney/amateurs-guide-diversification To watch more videos for beginner investors, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiL041acBKlWMsu2P-FndXji To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------- When you invest in a stock, you are taking a risk that the value may go down rather than up. OK, we get it. Investing can be risky. One way to manage that risk is to educate yourself on basic concepts, like asset allocation and diversification. Asset Allocation is simply financial lingo for how you distribute your money across types of investments. It’s like the strategic decision of which baskets to put your eggs in and how many eggs to put into each. The different baskets are called asset classes. To help you decide where to put your eggs, ask yourself three questions: 1. How much time do you have before you need to use your money? 2. How comfortable are you with risk? 3. How does your current financial situation look? Diversification is about strategically putting the right mix of different eggs in each of your baskets. The key is that you shouldn’t invest all your money in one company, one industry, one country, one ANYTHING. Ideally, you want your investments to be negatively correlated, so when one is going down, another is going up. Here are some typical ways smart investors diversify their portfolio: • Invest in companies in different countries • Own stock in small AND large companies • Invest in companies in a variety of industries There are some downsides to diversification. If one of your investments does very well, you won’t make as much as if it was your only investment. But consider the inverse: if you owned only one stock, and the company went out of business, you would lose more money than if you had spread your money across different investments. Diversification won’t eliminate risk. But it's a smart way to manage risk while still giving you a chance to build your portfolio. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 741646.2.0
Views: 127022 Fidelity Investments
FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin... We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our popular trainer for CFA, Mr. Utkarsh Jain, during one of his live CFA Level II Classes in Pune (India).
Views: 8510 FinTree
In this video, we dive into how to manage investment risk in retirement and how to rethink how to build a retirement portfolio. We discuss: -How investing for retirement is different than investing for accumulation. -How the best practice of most financial planners may cause you to take too much investment risk. -Why risk tolerance is a bad way of building an investment portfolio in retirement. -How to rethink managing risk in retirement. -The concept of “minimum effective dose” of investment risk. -Hot to build an asset allocation of stocks, bonds, cash and other assets. Whether you're investing in mutual funds, ETFs, stocks or bonds, if you're near retirement, you should consider rethinking how you manage investment risk. In retirement, it's much harder to recover from a stock market crash or bear market. ++++++ Get retirement tips every Saturday in our 6-Shot Saturday e-mail https://rogerwhitney.com/6shot/ ++++++ Check out my new book, Rock Retirement https://rogerwhitney.com/book/ ++++++ Check out the Retirement Answer Man podcast https://apple.co/2JWZxuy Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a co-founder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their retirement. He is a former instructor of retirement planning and employee benefits for the Certified Financial Planner certificate program at the University of Texas at Arlington. He has also taught wealth management at Texas Christian University Extended Education. His recent book is called, Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future.
Views: 2688 Retirement Answer Man
CFA | FRM | SFM | Excel Live Classes | Videos Available Globally For Details: www.aswinibajaj.com WhatsApp: +91 9830497377 or https://api.whatsapp.com/send?phone=919830497377&text=Want%20to%20know%20more%20about%20FRM%20classes & we shall get back to you. E-mail: [email protected] Hope you had a great learning experience! Do Like and Subscribe! And check our other videos on Finance (CFA, FRM, SFM), Resume making, Career options, etc. Click to access playlist. https://www.youtube.com/channel/UCyt8himITSzS0U9ktWIxc8g/playlists Thank you.
Views: 2826 ASWINI BAJAJ
Risk is not a bad thing, but you want to keep it under control. Here are some tools to lower the risk levels you take on when investing in stocks. Diversifying, ETFs and index funds, doing research, defensive stocks and REIT/income funds are main points I touch on. Investing for all is a project seeking to provide basic information about how and where to invest in stock market. The stock market is a safe place to put your money and has given great returns over hundreds of years. I often touch on topics such as Investing for beginners, stock recommendations, ETFs, stock market basics, how to find and evaluate new stocks etc. Stocks go up and down, don't invest simply based on what you hear or see in my videos. I might have a bias towards stocks I talk about, but I try informing my viewers when this might be the case. Contact email: [email protected] My personal stock portfolio currently consists of the following stocks: Activision Blizzard Apple Alibaba Amazon DNB BOTZ ETF Hannon Armstrong sustainable infrastructure Intel Corporation JPMorgan Lockheed Martin LIT ETF Nvidia Taktwo Interactive Vanguard small-cap growth ETF Waste Management Square Inc
Views: 685 Investing for all
We cover 3 crash proof portfolios to protect against a stock market crash, specifically the All Weather Portfolio, Permanent Portfolio, and Golden Butterfly Portfolio. Subscribe here for more content: http://bit.ly/SubscribeMichaelJay In addition we will walk through how these portfolios achieve better risk adjusted returns than simply the total stock market alone and two tools that you can use to explore portfolio allocations that may be best for you. These tools shown are from Portfolio Charts. Navigation 00:00 – Warren Buffett’s top 2 rules on investing 00:44 – Why this topic is so important 01:02 – Historical context in the markets 01:47 – Why this bull market has been so strong Portfolio Planning for the Future 03:44 – End of the bull and understanding risk 04:20 – Importance of portfolio allocation 04:56 – Portfolio 1: Total Stock Market Portfolio Measuring Risk (sub-topic) 06:28 – Drawdowns as a measure of risk 06:44 – Ulcer Index explained 07:12 – Problems with standard deviation 08:28 – Total stock market return heat map 09:16 – Portfolio 2: Classic 60-40 Portfolio Crash Proof Portfolios 10:41 – Objective of crash proof portfolios 11:00 – Portfolio 3: Ray Dalio’s All Weather Portfolio 13:09 – Portfolio 4: Harry Browne’s Permanent Portfolio 14:57 – Portfolio 5: Golden Butterfly Portfolio 15:40 – Note on small cap value stock outperformance 15:52 – Golden Butterfly returns and risk Useful Portfolio Research Tools 17:41 – Tool 1: Portfolio Finder 18:48 – Note on gold’s diversification benefits 19:34 – Tool 2: My Portfolio Analyzer Addressing Objections 20:34 – Objection 1: Back testing and over-fitting data 21:20 – Why this data only goes back to 1970 21:46 – Objection 2: Does gold even belong in your portfolio at all? Final Thoughts and My Investing Framework 22:17 – Temptation of stock heavy portfolios 22:44 – High stock valuations and lower future returns 23:27 – Don’t abandon stocks completely, but understand the risks 24:11 – Suggested video / Outro Related videos on stock market crash/preparation: 3 Reasons The Stock Market Could CRASH 20% or More - https://youtu.be/BkiKMjgkOX8 Stock Market Crash Protection: How Much Cash Should You Have? - https://youtu.be/imMERnnd8gg STOCKS DOWN BIG TODAY - What Next? - https://youtu.be/RrxFjDI56Fk OTHER CONTENT YOU MAY ENJOY BELOW // Value Stocks I'm Watching Series In this series, we will be focusing on value stocks that appear to offer significant upside for long term investors. https://www.youtube.com/watch?v=xuujRm10u-Q&list=PLNtmr_AnnWdxrbFd9ODrTOn8ie-3hBldP&index=1 // Stock Market News Series In this series, we cover the latest stock market investment news and break down what it means for each stock going forward. https://www.youtube.com/watch?v=n1fiAotdRJQ&list=PLNtmr_AnnWdwgKNdPYAT9Zaeije6766b5&index=1 // My Public Stock Portfolio Series - #10to10Kchallenge In this series, I grow my Robinhood investment account from $10 to $10,000, build a portfolio of value stocks, and document the entire process for you to see! https://www.youtube.com/watch?v=0hAjDu8NZn4&list=PLNtmr_AnnWdyATMMH5B-MAFWqicUb5zFj&index=1 EXTRA RESOURCES: If you are reading this, you should also join my private investor email list here: https://michaeljay.teachable.com/p/michael-s-private-investor-email-list/ If you join that list you will have access to all the free courses that I am working on, when they are available, as well as significant savings on any advanced courses I make in the future. DISCLAIMER: This video is a resource for educational and general informational purposes and does not constitute actual financial advice. No one should make any investment decision without first consulting his or her own financial advisor and/or conducting his or her own research and due diligence. There is no guarantee or other promise as to any results that may be obtained from using this content. Investing of any kind involves risk and your investments may lose value. CREDITS Outro: https://soundcloud.com/kevatta/vibin-kevatta-x-saib Saib: https://soundcloud.com/saib_eats Kevatta: https://soundcloud.com/kevatta This video: https://youtu.be/fOAVaL5Osw0 This channel: https://www.youtube.com/c/MichaelJayValueInvesting
Views: 10799 Michael Jay - Value Investing
Berkeley Middle East Inc. USA offering Berkeley CMA Video Series which are classroom recordings of our live lectures. We have several options to train you including CMA online which is live interactive by using latest video conferencing tools, Live on campus & for corporate trainings at client site. We help candidate for passing in CMA examination. To purchase CMA videos from Berkeley Middle East Inc. visit our website www.berkeleyme.com or Call +971 56 7590305 Berkeley Middle East is Proud to be the first Training Company in the world to create awareness through video lectures about CMA Program. "At Berkeley Middle East Success is our Promise".
Views: 765 Berkeley Middle East
Full video here http://video.cnbc.com/gallery/?video=3000142389 In this shorter segment of the full CNBC video Bridgewater's CEO Ray Dalio discusses his investment philosophy for achieving a balanced structured portfolio and thereby superior asset allocation. He explains how the macro environment of growth and inflation needs to be carefully matched against the portfolio's volatility of bonds, equities and other assets. [Achieving Strategic Asset Allocation with Risk Parity] "There is the strategic allocation mix which we call 'All Weather'. It has to do with making all the assets the same risk parity. The problem is when people try to diversify and they own equities, and equities have volatility that's large, or they own assets that do well when the economy does well and do badly when the economy does badly, they have a concentration of risks in some assets. They need to do .... so that bonds and equities and pieces have comparable impacts. So that whatever happens in the economy has a balancing effect. That's the All weather piece. We have a lot of diversified bets. It's very important for most people to know when not to make a bet! If you come to the poker table you're going to have to beat me. The nature is a very small percentage of people take money in the poker game. They don't know if it's a good investment or a more expensive investment." [On Bonds vs. Stocks and Diversification of Risk in all periods] "The problem of a stock and a bond portfolio, if you put 50 per cent of your money in stocks and 50 per cent of your money in bonds, the problem is you have about 80 per cent of your risk in stocks and about 20 per cent of your risk in bonds. So you don't have diversification. Imagine if you had a bond portfolio with the same volatility as stocks and you went through the financial crisis. Most of the decline in your portfolio would have been protected because the stocks would have gone up in value by an amount that would have offset the other. You have to have comparable amounts of risk in that."
Views: 33760 gmshadowtraders
To learn more about Quantopian, visit www.quantopian.com. To enter into our daily contest visit https://www.quantopian.com/contest. In our most recent video, “Risk Management and Portfolio Construction” Quantopian data scientist Max Margenot goes over the different ways in which you can use risk management to help understand your portfolio. Max reviews the process of creating a risk factor model, what to look for when creating a risk factor, and what our risk model has to offer. He also reviews the risk factor constraints in our daily contest. Learn more by subscribing to our Quantopian Channel to access all of our videos. As always, if there are any topics you would like us to focus on for future videos, please send us a quick note at [email protected] Disclaimer Quantopian provides this presentation to help people write trading algorithms - it is not intended to provide investment advice. More specifically, the material is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory or other services by Quantopian. In addition, the content neither constitutes investment advice nor offers any opinion with respect to the suitability of any security or any specific investment. Quantopian makes no guarantees as to accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.
Views: 1738 Quantopian
THE NEW TWITTER: STOCK POLLS, NEWS, ETC. https://twitter.com/TechCrackHouse_ Pledge $1 and BECOME A TECHCRACKHOUSE DWELLER TODAY! https://www.patreon.com/techcrackhouse Buy, sell, what should be done? Keep it tuned right here on the Techcrackhouse for news, tips, and the best ways to invest. Please subscribe and like, it helps a lot. I upload more regularly than Hillary checks her email. BECOME A CRACKHOUSE DWELLER TODAY! Robinhood Download Links: IOS: https://itunes.apple.com/us/app/robinhood-free-stock-trading/id938003185?mt=8 Android: https://play.google.com/store/apps/details?id=com.robinhood.android&hl=en Robinhood Main-page: https://www.robinhood.com/ Acorns Download Links: IOS: https://itunes.apple.com/us/app/acorns-invest-spare-change/id883324671?mt=8 Android: https://play.google.com/store/apps/details?id=com.acorns.android&hl=en&gl=us Acorns Main-page: https://www.acorns.com/ I AM IN NO WAY A MARKET PROFESSIONAL; USE YOUR OWN JUDGEMENT WHEN PURCHASING STOCKS AND OTHERWISE. I AM NOT RESPONSIBLE FOR AND GAINS OR LOSSES THAT YOU MAY EXPERIENCE. THE MARKET IS INHERENTLY RISKY, AND YOU SHOULD ONLY INVEST WHAT YOU ARE COMPLETELY WILLING TO LOSE.
Views: 6985 TechCashHouse - Best Bitcoin, Crypto, Money News
Portfolio management: Definition The art and science of making decision about investment mix and policy, matching investments to objectives, assets allocation for individuals and institutions, and balancing risk against performance. Objective of Portfolio Management Risks involved in Portfolio Management:- - Purchasing Power Risk - Interest Rate Risk - Business Risk - Market Risk - Exchange Rate Risk - Regulatory Risk - Political Risk Strategies in Portfolio Management:- - Active Strategy - Passive Strategy
Views: 273 Edupedia World
Discover how business intelligence can help you reduce uncertainty and more actively manage risk in your investment portfolio.
Views: 225 SunGard Fs
Want to know more about currency risk following brexit? James Knok of Amundi takes us through the basics of the currency market, how and why this market is influencing the risk and return of investment portfolios and how the 'Leave vote' is impacting currency markets.
Views: 325 Pensions and Lifetime Savings Association
Have you ever asked about risks in a portfolio or a specific strategy only to get back meaningless jargon? Jargon, formulas and tables of data that are meant to obscure rather than clarify. Do you need a clear way of communicating those risks to your investors and superiors? There is a way to use stress testing and rigorous math to produce meaningful explanations that can be understood by everyone. Watch this video to find out how.
Views: 5559 Larkspur-RiXtrema
The Baker's Dozen portfolio strategy has averaged about 10% annual returns since 1970 with about 40 LESS RISK than the S&P 500. This well-diversified investment strategy has low expenses, is transparent and tax-efficient. Mark J. Orr, CFP uses this portfolio asset allocation for his savvy clients who want to take less risk to get good historical returns. To learn more, please contact him. Get my newest Kindle eBook: "Recession-Proof Retirement" http://www.amazon.com/gp/product/tags-on-product/B009TAR6K4
Views: 269 whitetreemktg