Portfolio Management

Portfolio Management

Nick Name
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Portfolio management is the art and science of making decisions about investment mix and policy, asset allocation for individuals and institutions, matching investments to objectives, and balancing risk against performance. It is all about determining strengths, weaknesses, opportunities, and threats.

Terms

Financial Planning

Mentioned by the Following

Entities

O’Shaughnessy Asset Management
ACG Analytics
Calderwood Capital
Century Management Financial Advisors
Chaikin Analytics LLC
Charles Schwab Corporation
Clearview Trading Advisors Inc
Cumberland Advisors
Dow Jones Newswires
Eclectica Asset Management
Economic Index Associates
Efficient Frontier Advisors
Equity Compass
Explorador Capital Management LLC
Gibson Capital, LLC
Indexed Mind
JKD Capital, LLC
Light Sky Macro
Linde Equity
Logica Capital Advisers
McMillan Analysis Corp.
North Star Asset Management
Pacific Investment Management Company
Pinnacle Advisory Group
Portfolio Management Consultants
Santiago Capital
Seilern Investment Management
Strategic Investment Group
The Bahnsen Group
The MBA Investment Fund, L.L.C.
Toroso Asset Management
Weldon Financial

Entity Types

Investment Advisory

Industries

Asset Management
Finance, Investments & Asset Management

People

Alex Bryan
Alex Green
Alexander Campbell
Ami Joseph
Andrew Freedman
Andrew Hallam
Andrew Jung
Aniket Ullal
Arik Ben Dor
Arjun Divecha
Arthur Hyde
Austin Root
Barbara Friedberg
Barbara Petitt
Barclay Leib
Barry Ritholtz
Ben Breitholtz
Ben Hunt
Ben Melkman
Ben Reynolds
Benjamin Halliburton
Bob Johnson
Bob McNally
Bob Seawright
Brad Thomas
Brandon Turner
Brian Portnoy
Bruce Karsh
Bruce Phelps
Carley Garner
Cathie Wood
Charles Mizrahi
Chris Pavese
Chris Versace
Chuck Carnevale
Damion Lupo
Dan McMurtrie
Dan Passarelli
Dan Tapiero
Dan Zwirn
Daniel Ahn
Danielle Booth
Daryl Jones
David Bahnsen
David Chang
David Fried
David Kotok
David McWilliams
David Merkel
David Rea
David Rosenberg
David Shimko
Dean Curnutt
Dev Ashish
Dick Dickson
Diego Parrilla
Doug Eberhardt
Doug Kass
Douglas Lucas
Dylan Grice
Ed Yardeni
Edwin Elton
Emad Mostaque
Eric Fry
Eric Peters
Evan Lorenz
Felix Zulauf
Galen Burghardt
Gary Antonacci
Gary Shilling
George Goncalves
George Pruitt
Gerald Jensen
Gianna Bern
Giovanni Pozzi
Gontran de Quillacq
Grant Williams
Greg Diamond
Gregory Weldon
Howard Marks
Howard Penney
Howard Schilit
Ian Dyer
Ira Walker
JC Parets
Jared Dillian
Jason Goepfert
Jay Pelosky
Jay Van Sciver
Jayme Wiggins
Jeff Marcus
Jeff Miller
Jeff Snider
Jeff Weiss
Jeffrey Kleintop
Jesse Felder
Jim Cramer
John Bonnanzio
John Buckingham
John Jagerson
John Reese
John Stephenson
John Thomas
Jonathan Satovsky
Joseph Hogue
Josh Baumgarten
Josh Brown
Josh Steiner
Julian Brigden
Keith Brown
Keith McCullough
Kelley Wright
Kevin Davey
Kevin Massengill
Kristina Hooper
Lance Gaitan
Larry Robins
Larry Swedroe
Laurence Siegel
Lenore Hawkins
Leo Kolivakis
Lev Dynkin
Lex van Dam
Liz Ann Sonders
Louis Bacon
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luke Ellis
Mahmood Noorani
Maitha Al Shamsi
Manny Roman
Marc Chaikin
Marc Chandler
Marcos Carreira
Marin Katusa
Mark Mirsberger
Mark Sebastian
Mark Shenkman
Markus Heitkoetter
Martin Gruber
Marty Fridson
Matt Krantz
Matt Luth
Matt Rowe
Matt Tucker
Meb Faber
Mel Lindauer
Michael Covel
Michael Finke
Michael Kahn
Michael Lebowitz
Michael Miller
Michael Nicoletos
Michael Valdes
Michael Venuto
Michelle Leder
Mike Green
Mike Heroux
Mike Markowski
Mish Schneider
Mish Shedlock
Naufal Sanaullah
Neal Frankle
Neil George
Nick Ward
Patrick Gregory
Peter Boockvar
Peter Brandt
Peter Seilern
Peter Warburton
Philip Fischer
Pippa Malmgren
Raj Sharma
Raoul Pal
Ray Uy
Rick Rule
Robert Hagstrom
Robert Ross
Roger Wohlner
Ron Rowland
Ronnie Stoeferle
Russ Brownback
Russ Koesterich
Russel Kinnel
Russell Clark
Russell Wild
Samuel Rines
Sanford Leeds
Scott Van Den Berg
Simon Ree
Slobodan Jovanovic
Sophia Bera
Stan Richelson
Stephen Antczak
Stephen Perry
Steve Hanke
Steven Bleiberg
Steven Hawkins
Tad Rivelle
Tadas Viskanta
Ted Jenkin
Terrence Belton
Tim Sykes
Tobias Carlisle
Todd Tresidder
Tom Gentile
Tom Hutchinson
Tom Tobin
Tommy Thornton
Toni Turner
Tony Crescenzi
Tony Greer
Trevor Mottl
Victor Sperandeo
Vincent Catalano
Vincent Deluard
Vincent Randazzo
William Goetzmann
William Maxwell
William Sharpe
William Silber
Woody Brock
Yannik Zufferey

Publications

30 Day Dividends
Damodaran on Valuation
Debenhams Case Study
Exchange-Traded Funds For Dummies
Fixed Income Mathematics
High Yield Bonds
How to Invest in Cryptocurrencies
How to Retire on Dividends
Investing For Beginners
Investing in Bonds FD
Investment Analysis and Portfolio Management
Modern Portfolio Theory and Investment Analysis
Online Investing For Dummies
Phoenix Portfolio
Quantitative Credit Portfolio Management
Seeking Alpha Premium
Tail Risk Hedging
The Art of Value Investing
The Intelligent Asset Allocator
The Ten Trillion Dollar Gamble
The Treasury Bond Basis
The Warren Buffett Way
Winning at Active Management
You Can Be a Stock Market Genius

Strategies

Defensive Investing

Terms

Individual Stock

Alex Bryan

Alex Green

Alexander Campbell

Ami Joseph

Andrew Freedman

Andrew Hallam

Andrew Jung

Aniket Ullal

Arik Ben Dor

Arjun Divecha

Arthur Hyde

Austin Root

Barbara Friedberg

Barbara Petitt

Barclay Leib

Barry Ritholtz

Ben Breitholtz

Ben Hunt

Ben Melkman

Ben Reynolds

Benjamin Halliburton

Bob Johnson

Bob McNally

Bob Seawright

Brad Thomas

Brandon Turner

Brian Portnoy

Bruce Karsh

Bruce Phelps

Carley Garner

Cathie Wood

Charles Mizrahi

Chris Pavese

Chris Versace

Chuck Carnevale

Damion Lupo

Dan McMurtrie

Dan Passarelli

Dan Tapiero

Dan Zwirn

Daniel Ahn

Danielle Booth

Daryl Jones

David Bahnsen

David Chang

David Fried

David Kotok

David McWilliams

David Merkel

David Rea

David Rosenberg

David Shimko

Dean Curnutt

Dev Ashish

Dick Dickson

Diego Parrilla

Doug Eberhardt

Doug Kass

Douglas Lucas

Dylan Grice

Ed Yardeni

Edwin Elton

Emad Mostaque

Eric Fry

Eric Peters

Evan Lorenz

Felix Zulauf

Galen Burghardt

Gary Antonacci

Gary Shilling

George Goncalves

George Pruitt

Gerald Jensen

Gianna Bern

Giovanni Pozzi

Gontran de Quillacq

Grant Williams

Greg Diamond

Gregory Weldon

Howard Marks

Howard Penney

Howard Schilit

Ian Dyer

Ira Walker

JC Parets

Jared Dillian

Jason Goepfert

Jay Pelosky

Jay Van Sciver

Jayme Wiggins

Jeff Marcus

Jeff Miller

Jeff Snider

Jeff Weiss

Jeffrey Kleintop

Jesse Felder

Jim Cramer

John Bonnanzio

John Buckingham

John Jagerson

John Reese

John Stephenson

John Thomas

Jonathan Satovsky

Joseph Hogue

Josh Baumgarten

Josh Brown

Josh Steiner

Julian Brigden

Keith Brown

Keith McCullough

Kelley Wright

Kevin Davey

Kevin Massengill

Kristina Hooper

Lance Gaitan

Larry Robins

Larry Swedroe

Laurence Siegel

Lenore Hawkins

Leo Kolivakis

Lev Dynkin

Lex van Dam

Liz Ann Sonders

Louis Bacon

Louis Navellier

Louise Gunderson

Luis Garcia-Feijoo

Luke Ellis

Mahmood Noorani

Maitha Al Shamsi

Manny Roman

Marc Chaikin

Marc Chandler

Marcos Carreira

Marin Katusa

Mark Mirsberger

Mark Sebastian

Mark Shenkman

Markus Heitkoetter

Martin Gruber

Marty Fridson

Matt Krantz

Matt Luth

Matt Rowe

Matt Tucker

Meb Faber

Mel Lindauer

Michael Covel

Michael Finke

Michael Kahn

Michael Lebowitz

Michael Miller

Michael Nicoletos

Michael Valdes

Michael Venuto

Michelle Leder

Mike Green

Mike Heroux

Mike Markowski

Mish Schneider

Mish Shedlock

Naufal Sanaullah

Neal Frankle

Neil George

Nick Ward

Patrick Gregory

Peter Boockvar

Peter Brandt

Peter Seilern

Peter Warburton

Philip Fischer

Pippa Malmgren

Raj Sharma

Raoul Pal

Ray Uy

Rick Rule

Robert Hagstrom

Robert Ross

Roger Wohlner

Ron Rowland

Ronnie Stoeferle

Russ Brownback

Russ Koesterich

Russel Kinnel

Russell Clark

Russell Wild

Samuel Rines

Sanford Leeds

Scott Van Den Berg

Simon Ree

Slobodan Jovanovic

Sophia Bera

Stan Richelson

Stephen Antczak

Stephen Perry

Steve Hanke

Steven Bleiberg

Steven Hawkins

Tad Rivelle

Tadas Viskanta

Ted Jenkin

Terrence Belton

Tim Sykes

Tobias Carlisle

Todd Tresidder

Tom Gentile

Tom Hutchinson

Tom Tobin

Tommy Thornton

Toni Turner

Tony Crescenzi

Tony Greer

Trevor Mottl

Victor Sperandeo

Vincent Catalano

Vincent Deluard

Vincent Randazzo

William Goetzmann

William Maxwell

William Sharpe

William Silber

Woody Brock

Yannik Zufferey