Equity Investing

  1. Portfolio Management
    1. Investment Planning
      1. Investment Objectives
        1. Capital Preservation
          1. Income Generation
            1. Capital Appreciation
              1. Speculation
              2. Time Horizon Analysis
                1. Short-Term Goals
                  1. Medium-Term Goals
                    1. Long-Term Goals
                    2. Risk Assessment
                      1. Risk Tolerance Questionnaire
                        1. Risk Capacity Analysis
                          1. Risk Perception vs. Reality
                        2. Asset Allocation
                          1. Strategic Asset Allocation
                            1. Target Allocation Models
                              1. Age-Based Allocation
                                1. Risk-Based Allocation
                                2. Tactical Asset Allocation
                                  1. Market Timing Considerations
                                    1. Rebalancing Triggers
                                    2. Dynamic Asset Allocation
                                      1. Core-Satellite Approach
                                      2. Diversification Strategies
                                        1. Diversification Benefits
                                          1. Correlation Analysis
                                            1. Diversification Across
                                              1. Asset Classes
                                                1. Geographic Regions
                                                  1. Market Capitalizations
                                                    1. Investment Styles
                                                      1. Sectors and Industries
                                                        1. Time Periods
                                                        2. Over-Diversification Risks
                                                        3. Risk Management
                                                          1. Risk Types
                                                            1. Systematic Risk
                                                              1. Unsystematic Risk
                                                                1. Liquidity Risk
                                                                  1. Inflation Risk
                                                                    1. Currency Risk
                                                                    2. Risk Measurement
                                                                      1. Standard Deviation
                                                                        1. Beta
                                                                          1. Value at Risk (VaR)
                                                                            1. Maximum Drawdown
                                                                              1. Downside Deviation
                                                                              2. Risk-Adjusted Returns
                                                                                1. Sharpe Ratio
                                                                                  1. Treynor Ratio
                                                                                    1. Sortino Ratio
                                                                                      1. Information Ratio
                                                                                        1. Calmar Ratio
                                                                                      2. Portfolio Theory
                                                                                        1. Modern Portfolio Theory (MPT)
                                                                                          1. Efficient Frontier
                                                                                            1. Optimal Portfolio Selection
                                                                                              1. MPT Assumptions and Limitations
                                                                                              2. Capital Asset Pricing Model (CAPM)
                                                                                                1. Security Market Line
                                                                                                  1. Alpha and Beta
                                                                                                    1. CAPM Limitations
                                                                                                    2. Arbitrage Pricing Theory (APT)
                                                                                                      1. Black-Litterman Model
                                                                                                      2. Portfolio Construction
                                                                                                        1. Security Selection Process
                                                                                                          1. Position Sizing
                                                                                                            1. Concentration vs. Diversification
                                                                                                              1. Portfolio Optimization Techniques
                                                                                                              2. Portfolio Monitoring and Rebalancing
                                                                                                                1. Performance Measurement
                                                                                                                  1. Benchmark Comparison
                                                                                                                    1. Rebalancing Strategies
                                                                                                                      1. Calendar Rebalancing
                                                                                                                        1. Threshold Rebalancing
                                                                                                                          1. Volatility-Based Rebalancing
                                                                                                                          2. Tax-Efficient Rebalancing

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                                                                                                                        7. Investment Strategies and Philosophies

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                                                                                                                        9. Practical Implementation