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STOCK PORTFOLIO
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ABOUT US This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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OUR TEAM This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
CAROLINA
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PORTFOLIO MANAGEMENT PROCESS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Define
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INVESTMENT OBJECTIVES This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Set Your Goals
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INVESTMENT OBJECTIVES This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Increase Income
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Why Are You Investing?
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Fight Inflation
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RISK TOLERANCE ANALYSIS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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RISK TOLERANCE ANALYSIS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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RISK TOLERANCE
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Impact
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RISK REWARD MATRIX This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Investment Reward
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RISK REWARD MATRIX This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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Probability Of Technical Success
Bread and Butter Pearls
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Oysters
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REWARD (NPV)
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RISK REWARD MATRIX This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Risk Reward Matrix High
Risk
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ASSET ALLOCATION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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Risk
Reward
Risk Reward Ratio =
Take Profit Distance
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Stop Loss Distance
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RISK RETURN PLOT This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
14 NZX 50
12
Annualized Return
10
90/10
8
60/40
80/20
50/50
6
40/60
4 2
70/30
30/70
20/80
0 5
10
15
20
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40
Annualized Standard Deviation
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45
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WHAT- IF MODELLING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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WHAT- IF MODELLING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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WHAT- IF MODELLING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TARGET MODELLING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TARGET MODELLING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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Conservative Growth
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Moderate Growth
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KEY DRIVER ANALYTICS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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KEY DRIVER ANALYTICS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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RESOURCE CAPACITY PLANNING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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RESOURCE CAPACITY PLANNING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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FINANCIAL PLANNING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Investments
Risk Management
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Retirement
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TEXT
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SCHEDULING This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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JAN
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APR
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PARETO OPTIMAL PORTFOLIO
Attribute 2
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Dominated Solutions
Infeasible Region
Utopia Point
Attribute 1
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INVESTMENT APPROACHES This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Early Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
Late Expansion BULL MARKET
MARKET TOP
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INVESTMENT APPROACHES This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Minimizing Short-term Losses
Mitigating Volatility
Meeting Long-term Returns
INSURE
ADJUST
DIVERSIFY
BUY” Protection” against equity market crashes
Reduce portfolio volatility through tactical adjustments
Combine sources of return to improve consistency
Client Objectives
Strategies
Products Tail Hedges
Put Option
Dynamic Risk Management
Risk Parity
Volatility Management
Real Assets
Risk Completion
Factor Portfolios
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INVESTOR PERSONALITY This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
RISK TOLERANCE SCORE 3-5 points Time Horizon Score
5-9
10-13
14-18
19-24
25- 30
3-5 points 6-8 9-12 13-16 17-20
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INVESTOR PERSONALITY This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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AGGRESSIVE
INTUITIVE
Risk
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+
ANALYTICAL
METHODICAL
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-
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PORTFOLIO RETURN AND PERFORMANCE This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
GOOD
15% chance 50 45
EXPECTED
60% chance
40 35
POOR
15% chance
30 25
VERY POOR
5% chance
20 15 10
Contributions only
5 0
2010
2015
2020
2020
Timeframe
Performance Projection For This Fund Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
2025
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PORTFOLIO RETURN AND PERFORMANCE This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
8 7
6 5 4 3 2 1 0 TEXT 1
TEXT TEXT TEXT TEXT TEXT
TEXT 2
TEXT 3
TEXT 4
2010 2011 2012 2013 2014 2015 2016 2017 2018 3.59%
5.55%
1.88%
8.14%
1.14% 1.88%
3.42% 7.92%
2.99%
3.58%
2.42% 1.92%
2.56%
5.56%
3.78%
15.9%
1.88%
8.14%
5.36%
23.2%
8.14%
13.4%
3.90%
2.90%
2.14%
13.2%
7.02%
31.8%
8.14%
18.7%
3.97%
1.01%
1.14%
18.7%
8.37%
37.9%
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PERFORMANCE ATTRIBUTION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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SECURITY ANALYSIS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
XYZ
350 300
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01/10/2012 3:25PM
229
250 200
229
150
Open
229.00
Pt. Close
233.25
High Low 52 w/k High 52 w/k Low
235.40
MCAP (Rs in Cr)
100 50 0
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PE {x} EPS (Rs) BV (Rs) Div. Yield (%) PV (Rs) P/BV {x} EV/Sales {x} EV/EBIDTA {x}
226.60
260.65 169.75
0 22 9 149 1 2 149 6 15
36
MEASUREMENT OF PORTFOLIO ANALYSIS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
YOUR CURRENT PORTFOLIO
HOLDING Us Total Stock Market: VTI Us Large-cap Value: IVE, VTV
CURRENT WEIGHT
1.40% 2.40%
CURRENT VALUE $8,755.54 $8,594.10
Us Mid-cap Value: IWS
1.60%
$2,773.36
Us Small-cap Value: VBR, IWN
5.50%
$2,396.21
Developed Markets: SCHF, VEA
10.20%
$20,768.55
Emerging Markets: VWO, IEMG
37.90%
$5,617.76
Municipal Bonds: MUB, NYF
4.40%
$2,989.75
Us Corporate ONDS: LQD
5.10%
$853.29
Interactional Bonds: BNDX
15.70%
Data Analysis
Emerging Markets Bonds: VWOB
16.00%
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$1,327.20 $766.09
37
PORTFOLIO SELECTION/ ALLOCATION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
INT’L BONDS
Intl bonds $27,128 18%
U.S bonds $58,541 10%
US BONDS
INT’L STOCKS
US STOCKS
Intl stocks &243,380 30%
ALTERNATIVES
Alternatives $340,884 12%
Cash $104,541 5%
CASH
U.S stocks &549,445 25%
Class
% Total
1-Day %
Cash .
7.9%
0.11%
$104,541.20
U.S. Stocks
2.05%
0.41%
$27,128.40
Intl Stocks.
4.42 %
0.11%
$58,489.96
U.S. Bonds
18.38 %
0.56%
$243,380.27
Intl Bonds
41.5 %
0.17%
$594,445.62
25.75 %
0.17 %
$340,884.97
Alternatives
Grand Total
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Value
$1,323,870.97
38
PORTFOLIO SELECTION/ ALLOCATION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Cash
Intl stocks
U.S.Stocks
Intl bonds
U.S. bonds
Alternatives Class
% Total
1-Day %
Cash .
7.9%
0.11%
$104,541.20
U.S. Stocks
2.05%
0.41%
$27,128.40
Intl Stocks.
4.42 %
0.11%
$58,489.96
U.S. Bonds
18.38 %
0.56%
$243,380.27
41.5 %
0.17%
$594,445.62
25.75 %
0.17 %
$340,884.97
Intl Bonds Alternatives Grand Total
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Value
$1,323,870.97
39
PORTFOLIO REVISION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
Current Portfolio
New Portfolio
5%
3
10%
7%
10% 20%
Data Analysis
40%
Data Analysis
20%
60%
25%
• Shy: short –term treasuries • Tip: inflation protected bonds • stocks
• • • • • •
SHV: Cash Equivalent VTIP: Short-term Inflation Protected Bonds AGG: U.S High Quality Bonds BANDX: International High Quality Bonds VWOB: Emerging Markets Government Bonds Stocks: No Changes To Existing Tickers.
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PORTFOLIO EVALUATION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
35
10
15 30
25
25
30 20
20
15 10 Peso Gov’t. Debt Securities
1,870,964,729
30.10%
Foreign Gov’t. Debt Securities
200,209,275
3.22%
Peso Corporate Debt Securities
853,885,328
13.74%
Dollar Corporate Debt Securities
335,076,611
5.39%
1,415,883,172
22.78%
Equity
5 0 2015
2016
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2017
2018
2019
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PORTFOLIO EVALUATION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
8%
10% 20%
26% 38%
6%
30% 40%
7% 50%
15%
60% Jan
Feb
Mar
Apr
May
Jun
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FEASIBLE SET OF PORTFOLIO This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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Presentation 2017 80 60 40
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2014
2015
2016
2017
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SELECTION OF THE OPTIMAL PORTFOLIO This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
20
30
50
8.0%
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12.0%
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20.0%
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30.0%
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SELECTION OF THE OPTIMAL PORTFOLIO This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
50%
20%
0%
20%
15%
40%
25%
60%
10%
5%
80%
Type Of Investment
100%
Share 50%
Stocks
Domestic equity: stocks in U.S-based companies listed U.S. exchanges
Stocks
Foreign developed equity: stocks listed on major foreign markets in developed countries, such as the united kingdom, Germany, France and Japan
20%
Stocks
emerging market equity: stocks from emerging markets around the world, such as brazil, Russia, India and china
15%
Bonds
U.S treasury inflation-protected securities (tips): special types of treasurys that offer protection from inflation, as measured by the consumer price index.
Bonds
U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at the federal level.
Real Estate
real estate investment trusts (tips): stocks of companies that invest directly in real estate through ownership of property
25%
10%
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5%
45
KEY EVALUATION METRICS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TARGET INFOGRAPHIC This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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CIRCULAR PUZZLE This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TWO CIRCLE VENN DIAGRAM This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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MATRIX CHART This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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LEGO BLOCK This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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BUSINESS TEAM This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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ORGANIZATION CHART This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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BULB WITH BRAIN This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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MAGNIFIER WITH BUSINESS INFOGRAPHIC This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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35% 45% 50% 10% 80%
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BAR GRAPH This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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FUNNEL INFOGRAPHIC This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TARGET WITH ARROW This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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COMPARISON CHART This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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40%
80%
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FINANCIAL This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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75%
85%
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QUOTES This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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DASHBOARD This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TIMELINE This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
2015
2016
2017
2018
2019
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OUR MISSION This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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NEWSPAPER LAYOUTS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
WORLD NEWS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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TWO TAGS FOR PROS AND CONS DARTS This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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THANK YOU This slide s 100% editable. Adapt it to your needs and capture your audience’s attention.
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