Results for "Portfolio Management CFA L1"

By Souradeep Dey

Principles of Risk & Money Management in Professional Trading

This webinar is not about any trading strategy. Rather this is about those aspects of trading which differentiate the 3% of successful traders from the 97% of people who lose money, i.e., Risk & Money Management. Trading doesn't start with how much a trader will earn from a trade, rather by spec...

By Anish Buche

Major Pillars of Wealth Management & Key Stock Valuation Parameters

The primary focus of the webinar would be discussing the key pillars of wealth management for long term wealth creation. Wealth Management is not just about investment, but making the right investment at the right time with a concrete objective and a properly balanced risk appetite. The webinar wil...

By Premal Parekh

An Extraordinary approach to manage your Portfolio with RS - The Tendulkar Way

This webinar will teach you a new approach to managing your portfolio. This webinar is designed to empower you with the knowledge of practicing RS (Relative Strength) and keeping an edge against the benchmark. We will go through the key concepts of Relative Strength, Adaptive RS, and Comparative RS,...

By Santosh Pasi

How to leverage portfolio to earn additional income

Everyone loves a steady source of income in the form of dividends from a stock portfolio. Dividends can provide not only income but may also accelerate the payback on investment. The problem is not every stock pays a dividend and very few companies pay good dividends. Therefore, in this webinar, we ...

By Parveen Kumar

How to build & handle the portfolio independently

The techno funda approach to investing is one of the best ways to participate in the markets. This approach leverages the best practices exhibited by both fundamental and technical analysis. Fundamental analysis helps to filter down great quality stocks which have a huge potential for upward price...

By Vivek Gadodia

Practical Options Trading using a Portfolio of Strategies

This will be a webinar cum mini-workshop where the attendees will learn the practical side of Index options trading and 2 actionable options writing strategies. We will cover the essentials of the options greeks. We will also discuss how option greeks impact a trading strategy in a practical way. W...

By Milind U

How to Align Portfolio With Sectoral Trends Using Dashboards and Scanners

For market-beating returns, one needs to build a portfolio which is aligned with changes in Market / sectoral strength. This requires ability to identify strong sectors in an early phase to avoid getting trapped at late stages of the rallies. This webinar is focused on a systematic approach using da...

By Deepak Thakran

Building Investment Portfolio Via Stock Ranking System

This webinar is a part of SuperSix event. Click here to view the biggest event of the year. Identifying stocks can be challenging and building a portfolio out of over 2000 listed companies is an impossible task. It takes a huge amount of resources to understand each stock and allocate funds to b...

By Chanchal Beriwala CFA

Navigating Market Trends and Asset Allocation Strategies

In this educational webinar, participants will explore the market outlook for the next six months and learn how to make strategic decisions on trades. The session will delve into the macro aspects of the market, factors that can impact it positively or negatively, and the most suitable asset allocat...

Learn the Art of Stock Portfolio Creation from a Portfolio Manager

In this video of the Face2Face series, Mr. Vivek Bajaj, co-founder, StockEdge, Elearnmarkets, will talk to an expert portfolio manager, Mr. Amit Kumar Gupta, who has years of experience of portfolio creation in international and domestic stock markets. We will begin our discussion with an introducti...

How to Optimize Your Portfolio for Options Trading for Max Returns with Dhiraj Sinha

Dhiraj Sinha, a former corporate executive turned full-time options trader, talks about many facets of options trading and stock market leveraging methods in the video. He stresses the value of accountability when imparting trading information and the idea of using leverage as a strategy to incr...

Learn AlgoTrading using ChatGPT - Strategy, Backtesting & Risk Management

In this video, Souvik, a successful start-up founder and systematic trader, discusses various aspects of trading, including the importance of validating ideas, using tools for idea validation, starting with a community and manual trading, using extensions for tracking market data and placing trades,...

How to Avoid Losing Money in Options Trading? Master Risk Management with Shijumon Antony

In this video, Mr. Shijumon Antony will help us explore essential trading strategies and instincts with insights on probabilistic thinking, risk management, technical analysis, and developing the 'trader's gut' for successful, disciplined, and intuitive trading decisions. Shijumon Antony shares his ...

How to Identify Multibagger Stocks? Sector Strategy & Risk Management with Pratik Bagadia

In this video, Mr. Pratik Bagadia will help us learn his proven formula for identifying multi-baggers. Watch the complete video to discover key strategies for evaluating growth sectors like EVs and solar, understanding global valuations, and managing risk in the Indian stock market.Prateek, a Guinne...

Learn Live Market Option Trading Strategy, Analysis, Risk Management with Praful Kulkarni

In this video, Mr. Praful Kulkarni will help us explore the complexities of options trading. This video covers strategies, risk management, market analysis, and more, offering traders key insights for success. The speaker emphasises the value of transparency in trading, especially when it come...

Make Regular profits in Options Trading: Strategy + Risk Management

The power of compounding, in terms of finance, is the way interest adds to the principal amount of an investment over time, increasing its value. Investors can leverage the power of compounding by utilizing the compound interest principle. Compound interest allows you to earn interest on your princi...

Wealth Creation with Covered Call Options Trading and Risk Management

In this video, Mr. Vineet Jainn will teach us the power of the covered call strategy for wealth creation and long-term financial success. Learn about risk management, diversification, and asset allocation in this insightful discussion on smart investment strategies. Watch the complete video to unloc...

A Trader who made 5 crore from 30 lac by Proper Risk Management!

In this Face2Face video, we have our rocking host Mr. Vivek Bajaj, co-founder of StockEdge and Elearnmarkets, in conversation with Mr. Shreyas Bandi, a trader with a background in gaming. He will talk about his own strategies that he has been using for wealth creation and trading. Using proper risk ...

Know the Growth of India's Asset Management Industry with Stocks2Watch

With Vivek Bajaj, explore the growth of the asset management industry in India, key players, regulatory changes, and growth drivers. In this video, we will learn about top AMCs and investment opportunities in listed companies.What You Will Learn?Vivek Bajaj discusses the growth of India’s asset mana...

See this if you need a perfect Stock Portfolio!!

In this 14th session of #Learn2Invest, Mr. Vivek Bajaj will cover how can one create their personalized portfolio as per their capital, investor type, savings, and return expectations. Get to know about the steps behind constructing good portfolio management. For Portfolio Optimisation, capital ...

Annapurna's Stock Portfolio !!

Learn2Invest with me, Vivek Bajaj, wherein this 15th and last session, I will be analysing Annapurna's stock portfolio, which she has made using the knowledge she learned from the previous 14 sessions. If you want me to do the same, then mail your excel sheet portfolio to me at vivek@stockedge.c...

Key Personnel of an Asset Management Company

Key Personnel of an AMC The key personnel of an entity are those people who have the authority to plan and direct the activities of the entity. Apart from knowing your fund manager, it is important to understand these designations of the AMC as well - Chief Executive Officer (CEO) Chief ...

Debt Management

It is very easy to get into debt nowadays. Almost everybody at some point in their lives takes a significant amount of loan or some type of debt i.e. credit card debt, home loan, personal loan, car loans, or even a combination of these loans. If you find yourself in a situation where you...

Shareholders And Management: Dividend Policy

Shareholders should always ask questions to the management when: a) When the results are unsatisfactory. b) When results are poorer than other companies of similar stature. c) When a company's market price has been unsatisfactory in the long run. In the last 20 years, the "profitable reinv...

Risk Management

Trading is very exciting and is the reason why an amateur feels high while trading. Each trade that is done by us should be handled like a surgery, i.e., seriously and without any sloppiness or shortcuts. A person who is losing his money cannot cut his losses quickly because losing traders keep ...

General Portfolio Policy: The Defensive Investor

The general perception is that an investor should earn a return according to the level of risk they take. But for the author, an investor should be earning returns on the amount of intelligent effort they are willing and are able to bear for this task. There are two types of investors: Activ...

Portfolio policy For The Enterprising Investor – To Avoid

The main difference between a defensive and an enterprising investor is that an enterprising investor is willing to put in more time, research, and effort to invest more aggressively. Both the aggressive and the defensive investor should start from the same place, i.e., a division of their stocks ...

Portfolio Policy For The Enterprising Investor: To Do’s

The goal of an enterprising investor should be to achieve a higher-than-average rate of return. Graham laid out 4 activities from which an enterprising investor can do to earn more than a defensive investor. These are: 1) Buying when the markets are low\falling and selling when markets are high\...

What should be your ideal mutual fund portfolio?

Depending upon your risk appetite, there are 3 types of portfolios an investor can have– Aggressive portfolio– suitable for people with a high-risk appetite. An ideal portfolio may be constructed with 30% Large-cap stocks 15% Mid-cap stocks 15% Small-cap stocks 15% Intermedia...

Designing A Portfolio

In this chapter Lynch talks about how it is important to expect a reasonable return of at least 8-10% by making an investment in index funds, ETF etc. One can get a compounded interest of at least 12% over time. He says that "In certain years you’ll make your 30% but there will be other y...