Portfolio Management
epub |eng | 2020-05-21 | Author:James Ellman

Chapter Seven Transportation The Decline and Fall of the Internal Combustion Engine We now move on to consider the impact of climate change on the transportation sector which will have ...
( Category: Wealth Management July 20,2020 )
epub |eng | 2020-06-01 | Author:Gautam Baid

One question I always ask myself in appraising a business is how I would like, assuming I had ample capital and skilled personnel, to compete with it. —Warren Buffett Capital ...
( Category: Analysis & Strategy July 14,2020 )
epub |eng | 2019-10-25 | Author:Das, Debabrata (David) [Das, Debabrata (David)]

Traders should develop their own strategies based on their trading style and objectives. TRADING PLAN – SHORT TERM TREND TRADING For short term trend trading, I will use a fixed ...
( Category: Options July 3,2020 )
epub |eng | 2014-07-14 | Author:Michael A. Ervolini [Ervolini, Michael A.]

17 Regrettable Choices It isn’t the burdens of today that drive men mad, but rather the regret over yesterday and the fear of tomorrow. Robert J. Hastings, “The Station,” Baptist ...
( Category: Portfolio Management July 1,2020 )
epub |eng | 2019-08-22 | Author:Seibel, David [Seibel, David]

C HAPTER 8 The Financial Planning Process for Retirement The major problem with many of the financial plans I review is they are long on pretty graphs and charts and ...
( Category: Personal July 1,2020 )
epub |eng | | Author:CFA Institute

( Category: Corporate Finance June 30,2020 )
epub |eng | 2020-04-28 | Author:David M. Berns [Berns, David M.]

CHAPTER 3 Asset Selection Step 2 of the four in our journey toward a modern yet practical asset allocation framework answers the following simple question: what assets should I consider ...
( Category: Portfolio Management June 28,2020 )
epub |eng | | Author:Michael C. Thomsett

U underlying price S strike price P net premium received L net loss For example, writing deep OTM calls on Tesla (TSLA) for three expiration cycles are listed on Table ...
( Category: Options June 28,2020 )
epub |eng | 2019-09-05 | Author:Michael Covel & Larry Hite [Michael Covel]

( Category: Retirement Planning May 2,2020 )
epub |eng | 2018-12-23 | Author:H. Kent Baker

Most experts advise against buying a CEF at its IPO, since it is likely to be trading close to NAV when it first trades, but at a significant discount to ...
( Category: Portfolio Management March 31,2020 )
epub |eng | 2017-03-16 | Author:Wendy L. Pirie [Pirie, Wendy L.]

Determine the following: the maximum profit. the maximum loss. the stock price at which you would realize the maximum profit. the stock price at which you would incur the maximum ...
( Category: Pricing March 21,2020 )
epub |eng | 2018-08-11 | Author:Michael Blank [Blank, Michael]

Week 3: Analyze 5 Deals to Gain Confidence This week we want to get a jump start on developing the skill to quickly and accurately analyze deals. Once you analyze ...
( Category: Crowdfunding March 21,2020 )
epub |eng | 2017-05-22 | Author:William Kinlaw,Mark P. Kritzman,David Turkington & MARK P. KRITZMAN & DAVID TURKINGTON

Within‐Horizon Value at Risk We use the same first passage time equation to estimate within‐horizon value at risk. Whereas value at risk measured conventionally gives the worst outcome at a ...
( Category: Portfolio Management March 21,2020 )
epub |eng | 2020-03-15 | Author:Steven Bavaria

Aggressive Risk/Reward Profile—12 Funds Our first model portfolio targets the aggressive risk/reward end of the spectrum, but keeps the size of the portfolio manageable with only 12 funds (Table 7.1). ...
( Category: Analysis & Strategy March 20,2020 )
epub |eng | 2019-12-12 | Author:Kevin Coldiron & Jamie Lee & Tim Lee [Kevin Coldiron]

FIGURE 7.1 US household holdings of money as a percentage of total financial assets Source of data: Federal Reserve Board How have US households held their assets instead? The answer ...
( Category: Planning & Forecasting March 16,2020 )