Portfolio Valuation & Advisory

Investment Portfolio Valuation & Advisory is the art of critically looking at an existing portfolio and advising clients on how well to adjust the portfolio accordingly so that they can realize their desired goals based on the market direction and general macro-economic environment. It involves examining the management strategy choices, asset allocation and investing strategies, and advice on management of risk as they pertain to management of the clients’ investment portfolio.

These include;

  1. Management Strategies; passive and active portfolio management strategies
  2. Asset Allocation Strategies; Strategic & Tactical Asset Allocation strategies
  3. Investing Strategies; Value Investing, Contrarian Investing, Growth Stock Investing, Momentum Investing, and also the Growth at a Reasonable Price Investment strategy
  4. Risk Management; Diversification (asset allocation) and Maximum Portfolio Draw-down levels (how much of a portfolio an investor is willing to lose)