أنشئ حسابًا أو سجّل الدخول للانضمام إلى مجتمعك المهني.
The objective of this portfolio Management is to reduce risk and maximize earnings so you must make your investment plan This plan includes:1- The initial amount you will begin with
2-Time dimension (short or long term)3-Risk tolerance & expected rates of return 4- Identify markets/assets you will invest ( choose based on their performance,strength,liquidity,risk/reward, under valued....etc)
5-Asset allocation ( for example if your portfolio100 million $ *areas ( 30 M $ Middle East -30 M S Europe -40 M $ USA )
**countries - middle East =30 M $ (10 M $ Egypt -10 M $ Saudi -8 M $ Kuwait -2 M $ Bahrain)
***Markets - Egypt =10 M $ (6 M $ Equity market -3 M $ Fixed money -1 M $ money market)
****Equity market sectors =6 M $ (2 M $ Banking sector -1.5 M $ Building .... etc)
***** Banking sector=2 M $ (0.6 M y Bank ...... etc)
6- Entry & Exit points
7- The percentage of gains will you reinvest or not when you make good profits8-performance evaluation
