Planning ensures that your goals are met.
Risk Management protects your assets.
Portfolios are built with Modern Portfolio Theory.
~ Fundamentals of investing?
~ How to build an investment portfolio?
~ Which asset classes you should be looking to buy and sell?
~ Risk is how much you can tolerate losing when investing your assets?
~ Strategic investing with Modern Portfolio Theory?
~ Tactical investing with Portfolio Optimization?
Asset Management is the management of all of your assets. Your assets can be managed as a single portfolio with risk management. There are only 2 ways to manage the risks in your portfolio: insuring individual assets and/or diversifying the assets in your portfolio.
Modern Portfolio Theory is the recognized method to optimize returns while minimizing losses. Financial assets can be gathered and separated into Core and Satellite portfolios - empowering you to organize and manage your assets.
Qualified portfolios and Non-Qualified portfolios each have different tax characteristics and consequently behave differently. Financial portfolios can contain a broad variety of investments: Cash, Fixed Income, Equity Investments, Foreign Investments, Property, Real Assets and/or Commodities.
Financial investments are best described by their attributes: capitalizations, valuations, sectors, and/or derivatives. When building and managing a portfolio knowing your risk tolerance is very important. Your risk profile describes your comfort with financial losses. Knowing if you have an Aggressive, Balanced or Consevative profile will help you better manage your portfolio of assets - and cope with short-term losses.
Modern Portfolio Theory (MPT) is the highest form of Strategic Asset Allocation. MPT manages the disruptions of Global, National and Regional Economic trends. Additionally, Tactical Portfolio Optimization optimizes your portfolio - recognizing oportunisitc business cycles, fine tuning decisions over years, months and weeks. Investments that trade futures may be subject to contango (spot-to-future price curve upward sloping) or backwardation (price curve downward sloping)