Portfolio Management

Lesson 1

Investment Goals and Risk Profile

Define financial goals and risk capacity as the foundation for portfolio design.

Lesson 2

Asset Allocation

Allocate assets based on expected return, risk, and correlations across asset groups.

Lesson 3

Correlation and True Diversification

Understand correlation to diversify effectively instead of merely increasing the number of assets.

Lesson 4

Concentration Risk and Position-Weight Control

Identify concentration risk and set position limits to avoid dependence on one holding.

Lesson 5

Core-Satellite Portfolio Structure

Combine a stable core with flexible satellite positions to optimize performance.

Lesson 6

How Many Stocks Are Enough?

Determine a reasonable number of stocks based on understanding and monitoring capacity.

Lesson 7

Max Drawdown and Decline Control

Measure maximum drawdown and build mechanisms to protect the portfolio from large losses.

Lesson 8

Portfolio Rebalancing

Maintain target allocation by rebalancing periodically or by threshold.

Lesson 9

Portfolio Health Monitoring Dashboard

Design portfolio indicators to detect allocation drift, concentration risk, and abnormal performance.

Lesson 10

Signals for Portfolio Review or Rebalancing

Identify operational signals that indicate the portfolio needs review or rebalancing.

Lesson 11

Portfolio Stress Testing

Simulate adverse scenarios to test portfolio resilience under extreme volatility.

Lesson 12

Managing Portfolios in Bad Markets

Set clear action rules to preserve capital during market declines.

Lesson 13

Behavior Management in Portfolio Operations

Control emotions and biases to maintain discipline in portfolio management.