Smart Portfolio Management
Description
Smart Portfolio Management program allows a student to manage his own Portfolio. We learn you how to select a mix of assets (Stocks, ETF, Bonds, etc.), follow the evolution as well as how to rebalance the Portfolio.
What you will learn :
- Learn Wealth Management Terminology (Rate Of Return, Asset Allocation, Diversified Portfolio, Rebalance the Portfolio, etc.)
- Design an Appropriate Asset allocation
- Technical Analysis / Smart Trading Strategy for Wealth Management
- Wealth Management Trading Sessions and Trader Time Zones
- Different Vehicles to build Wealth ( CDs, Dynamic 401k, Fixed Income (Bonds), US Preferred Stocks, ETF, Options, Futures, Forex, etc.)
- Use Option PUT to buy Stock at a discount price
- Use Option CALL to Rent Stock you owned to Someone else
- Use Option to Protect your position Again the Market crash
- Understand the Risk Management for Wealth Management
- Understand the Interest Rates and Its impact in the Wealth Management
- Understand Gap and how to use them in Wealth Management
- Understand Correlations across different Markets
- Economic Reports and Data related to Wealth Management
- Mental analysis / Psychology of Wealth Management
- Wealth Management Tax Strategies
- Document the Wealth Management Activities
- Put all together: Create your Wealth Management Plan