SlideShare una empresa de Scribd logo
1 de 17
Hands-On Portfolio Analysis Jerusalem Investment Meetup Group -- March 2008
Portfolio Analysis or, how to define the secret sauce in any portfolio
For new members...     ,[object Object],[object Object],[object Object],[object Object],[object Object]
Take a sample portfolio
Analyze it
Analyze it: what's my approach to the market ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Understand it ,[object Object],[object Object],[object Object],[object Object]
Fix it
The approach ,[object Object],[object Object],[object Object]
So, let's take a shot
Let's start with Jimbo
Loud and Brazen
I made a small fortune. I made a lot of money and I made a lot of other people wealthy.
T he danger that we have right now are people who get the same information as I do and, therefore, think they'll reach the same conclusions that haven't traded as long, don't have bear claws up and down their backs like I do.
Why is Jim Cramer important?
Couple of reasons ,[object Object],[object Object],[object Object],[object Object],[object Object]
By the way... ,[object Object],During the one-year period after Jim Cramer made his calls, the S&P 500 fell an average of 3.72%, his bullish calls on average fell by 3.33% but his bearish calls actually increased by 3.11%.

Más contenido relacionado

Similar a Hands-On Portfolio Analysis

101 money secrets
 101 money secrets 101 money secrets
101 money secretslaburun
 
Silicon Valley Lessons - Updated Fall 2015
Silicon Valley Lessons - Updated Fall 2015Silicon Valley Lessons - Updated Fall 2015
Silicon Valley Lessons - Updated Fall 2015Ariel Poler
 
The intelligent investor
The intelligent investorThe intelligent investor
The intelligent investorManoj bhuma
 
Financial Management Final Project
Financial Management Final ProjectFinancial Management Final Project
Financial Management Final ProjectDan Cappiello
 
Evaluation_December 2015_Final Copy
Evaluation_December 2015_Final CopyEvaluation_December 2015_Final Copy
Evaluation_December 2015_Final CopyEthan Ellison
 
SEO Deliverance
SEO DeliveranceSEO Deliverance
SEO DeliveranceTony King
 
Stock Picking Strategies
Stock Picking StrategiesStock Picking Strategies
Stock Picking StrategiesJenny Hubbard
 
Ponzi Schemes and Investment Fraud: A Year Later
Ponzi Schemes and Investment Fraud: A Year LaterPonzi Schemes and Investment Fraud: A Year Later
Ponzi Schemes and Investment Fraud: A Year LaterStein & Stein, P.A.
 
CHW Vol 13 Isu 4 April Quarterly Genuity
CHW Vol 13 Isu 4 April Quarterly GenuityCHW Vol 13 Isu 4 April Quarterly Genuity
CHW Vol 13 Isu 4 April Quarterly GenuityJ Scott Miller
 
Careers In Finance
Careers In FinanceCareers In Finance
Careers In FinanceFNian
 
Wsj Reprint Back To Basics[1]
Wsj Reprint   Back To Basics[1]Wsj Reprint   Back To Basics[1]
Wsj Reprint Back To Basics[1]sjacob
 
Become billionaire _.pdf
Become billionaire  _.pdfBecome billionaire  _.pdf
Become billionaire _.pdf34ShaliniT
 
Investors guide to trading
Investors guide to tradingInvestors guide to trading
Investors guide to tradingBrunilda Fejzo
 
Value Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowValue Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowRajeev Agrawal
 
Investor Letter 2017
Investor Letter 2017Investor Letter 2017
Investor Letter 2017Peter Coenen
 

Similar a Hands-On Portfolio Analysis (20)

101 money secrets
 101 money secrets 101 money secrets
101 money secrets
 
Introduction to stockbroking
Introduction to stockbrokingIntroduction to stockbroking
Introduction to stockbroking
 
Silicon Valley Lessons - Updated Fall 2015
Silicon Valley Lessons - Updated Fall 2015Silicon Valley Lessons - Updated Fall 2015
Silicon Valley Lessons - Updated Fall 2015
 
The intelligent investor
The intelligent investorThe intelligent investor
The intelligent investor
 
Financial Management Final Project
Financial Management Final ProjectFinancial Management Final Project
Financial Management Final Project
 
Evaluation_December 2015_Final Copy
Evaluation_December 2015_Final CopyEvaluation_December 2015_Final Copy
Evaluation_December 2015_Final Copy
 
Young Entrepreneurs Roundtable
Young Entrepreneurs RoundtableYoung Entrepreneurs Roundtable
Young Entrepreneurs Roundtable
 
JSE My Share Day
JSE My Share DayJSE My Share Day
JSE My Share Day
 
SEO Deliverance
SEO DeliveranceSEO Deliverance
SEO Deliverance
 
2018 04-22 jc
2018 04-22 jc2018 04-22 jc
2018 04-22 jc
 
Stock Picking Strategies
Stock Picking StrategiesStock Picking Strategies
Stock Picking Strategies
 
Ponzi Schemes and Investment Fraud: A Year Later
Ponzi Schemes and Investment Fraud: A Year LaterPonzi Schemes and Investment Fraud: A Year Later
Ponzi Schemes and Investment Fraud: A Year Later
 
CHW Vol 13 Isu 4 April Quarterly Genuity
CHW Vol 13 Isu 4 April Quarterly GenuityCHW Vol 13 Isu 4 April Quarterly Genuity
CHW Vol 13 Isu 4 April Quarterly Genuity
 
Careers In Finance
Careers In FinanceCareers In Finance
Careers In Finance
 
2017 08-02 hm
2017 08-02 hm2017 08-02 hm
2017 08-02 hm
 
Wsj Reprint Back To Basics[1]
Wsj Reprint   Back To Basics[1]Wsj Reprint   Back To Basics[1]
Wsj Reprint Back To Basics[1]
 
Become billionaire _.pdf
Become billionaire  _.pdfBecome billionaire  _.pdf
Become billionaire _.pdf
 
Investors guide to trading
Investors guide to tradingInvestors guide to trading
Investors guide to trading
 
Value Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM LucknowValue Investing Lecture at IIM Lucknow
Value Investing Lecture at IIM Lucknow
 
Investor Letter 2017
Investor Letter 2017Investor Letter 2017
Investor Letter 2017
 

Último

Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfMichael Silva
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...ranjana rawat
 
New dynamic economic model with a digital footprint | European Business Review
New dynamic economic model with a digital footprint | European Business ReviewNew dynamic economic model with a digital footprint | European Business Review
New dynamic economic model with a digital footprint | European Business ReviewAntonis Zairis
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spiritegoetzinger
 
Lundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfLundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfAdnet Communications
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikCall Girls in Nagpur High Profile
 
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service AizawlVip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawlmakika9823
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdfHenry Tapper
 
Quantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector CompaniesQuantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector Companiesprashantbhati354
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdfAdnet Communications
 
Dividend Policy and Dividend Decision Theories.pptx
Dividend Policy and Dividend Decision Theories.pptxDividend Policy and Dividend Decision Theories.pptx
Dividend Policy and Dividend Decision Theories.pptxanshikagoel52
 
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdfShrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdfvikashdidwania1
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Pooja Nehwal
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyTyöeläkeyhtiö Elo
 
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...makika9823
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignHenry Tapper
 
call girls in Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️
call girls in  Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️call girls in  Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️
call girls in Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️9953056974 Low Rate Call Girls In Saket, Delhi NCR
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxhiddenlevers
 
Q3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesQ3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesMarketing847413
 

Último (20)

Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdf
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
New dynamic economic model with a digital footprint | European Business Review
New dynamic economic model with a digital footprint | European Business ReviewNew dynamic economic model with a digital footprint | European Business Review
New dynamic economic model with a digital footprint | European Business Review
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spirit
 
Lundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfLundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdf
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service AizawlVip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdf
 
Quantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector CompaniesQuantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector Companies
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
 
Dividend Policy and Dividend Decision Theories.pptx
Dividend Policy and Dividend Decision Theories.pptxDividend Policy and Dividend Decision Theories.pptx
Dividend Policy and Dividend Decision Theories.pptx
 
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdfShrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdf
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
 
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaign
 
call girls in Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️
call girls in  Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️call girls in  Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️
call girls in Nand Nagri (DELHI) 🔝 >༒9953330565🔝 genuine Escort Service 🔝✔️✔️
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
 
Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024
 
Q3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast SlidesQ3 2024 Earnings Conference Call and Webcast Slides
Q3 2024 Earnings Conference Call and Webcast Slides
 

Hands-On Portfolio Analysis