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How-To Manage your Active Portfolio

Updated: Jun 9, 2023

In a recent session I shared valuable insights on active portfolio management with the audience.


WATCH THE ENTIRE VIDEO HERE:


In this session, active management was highlighted for its key characteristics and benefits, such as diversification to manage portfolio risk (beta) and generate additional returns (alpha) aligned with investment objectives. To effectively determine investment objectives, it is essential to clarify financial goals, risk tolerance, trading techniques, and time horizon.


When allocating capital to different asset classes, diversification across asset classes and balancing risk and return were emphasized. Consideration of liquidity and volatility of assets was recommended to make informed allocation decisions. Additionally, it was suggested to allocate a higher proportion of capital to blue-chip stocks compared to mid-cap and small-cap stocks.


Regarding security selection, technical analysis was advocated for stocks with strong fundamentals. For new investors with limited risk appetite and lower capital, passive investing strategies were recommended over active investing strategies.


The session also highlighted the significance of actively managing and monitoring the portfolio. This includes regular reviews and rebalancing to adjust the portfolio based on changing market conditions. Evaluating asset performance against benchmarks and implementing risk management strategies, such as hedging against political and currency risks, were discussed.


When monitoring a portfolio, tax implications were deemed important. Utilizing tax loss harvesting and implementing provisions to minimize slippages were emphasized. The session also shed light on various biases, including recency, herding, and anchoring biases, and the need to be aware of and manage these biases.


To effectively manage an active portfolio, a well-thought-out investment strategy, ongoing monitoring, and disciplined decision-making are crucial. By implementing these practices, investors can avoid common mistakes and work towards achieving their investment goals.


To watch more such sessions, visits: https://www.youtube.com/@EXP_Invest

Join my Telegram channel: https://t.me/expinvestin


For enquiries about Active Trading Plans, visit https://www.exp-invest.in/subscription


Thank you for reading and watching!


Regards,

Kavita

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