“The richest people in the world build networks. Everyone else is trained to look for work. Yes, well, the richest people in the world build networks. That’s why they’re called ‘Television Networks’ or gasoline service station networks. The poor and middle class and educated work for networks, I’d rather own the network.”- Robert Kiyosaki

Definition of portfolio management

• The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against Performance.

Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk….

Portfolio

• A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals.

Portfolio Manager

• The person or persons responsible for investing a mutual, exchange-traded or closed-end fund’s assets, implementing its investment strategy and managing the day-to-day portfolio trading.

Portfolio Management Overview

• Risk Preference

• Portfolio Value

• Cash Status

• Cash Needs