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Technical Analysis

Security Analysis and Portfolio Management Unit 2: Share Valuation & Technical Ana...

Meaning, Assumptions, and Difference Between Technical and Fundamental Analysis Core Concept: Tec...

Updated 4 months ago by Geethika Bandlamudi

Relative Valuation Models Using Ratios

Security Analysis and Portfolio Management Unit 2: Share Valuation & Technical Ana...

Core Concept: Relative valuation involves determining the value of an asset by comparing it to t...

Updated 4 months ago by Geethika Bandlamudi

Share Valuation

Security Analysis and Portfolio Management Unit 2: Share Valuation & Technical Ana...

Dividend Discount Models (DDM) Core Concept: Dividend Discount Models (DDM) are a family of valua...

Updated 4 months ago by Geethika Bandlamudi

Industry Analysis

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Stages of Life Cycle, SWOT Analysis, Company Analysis Core Concept: Industry analysis is a crucia...

Updated 4 months ago by Geethika Bandlamudi

Expected Direction of Movement of Stock Prices with Macroeconomic Variables in the Indian Context

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Core Concept: Macroeconomic variables significantly influence the stock market. Understanding th...

Updated 4 months ago by Geethika Bandlamudi

Economic Analysis

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Leading, Lagging & Coincident Macroeconomic Indicators Core Concept: Macroeconomic indicators pro...

Updated 4 months ago by Geethika Bandlamudi

Fundamental Analysis

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

EIC Framework Core Concept: The EIC (Economy-Industry-Company) framework is a top-down approach t...

Updated 4 months ago by Geethika Bandlamudi

Bond Valuation and Risk

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Core Concept: Bonds represent a loan made by an investor to a borrower (typically a corporation ...

Updated 4 months ago by Geethika Bandlamudi

Measuring Risk

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Standard Deviation, Coefficient of Variation, Beta, and Alpha Core Concept: Quantifying risk is e...

Updated 4 months ago by Geethika Bandlamudi

Basics of Risk and Return

Security Analysis and Portfolio Management Unit 1: Risk–Return Analysis, Bond Valu...

Core Principle: Investing involves a trade-off between risk and return. Higher potential returns...

Updated 4 months ago by Geethika Bandlamudi

Executing Basic Estate Planning

Wealth Management UNIT 4: Portfolio Management & Estate P...

A Practical Guide Once the necessary documents are understood, it is important to action them. Th...

Updated 4 months ago by Geethika Bandlamudi

Estate Planning Documents

Wealth Management UNIT 4: Portfolio Management & Estate P...

Tools for Wealth Transfer and Protection Will: Explanation: A legally binding document that ...

Updated 4 months ago by Geethika Bandlamudi

Estate Planning

Wealth Management UNIT 4: Portfolio Management & Estate P...

Ensuring a Smooth Transfer of Wealth Estate planning is a critical but often overlooked aspect of...

Updated 4 months ago by Geethika Bandlamudi

Portfolio Management Services (PMS)

Wealth Management UNIT 4: Portfolio Management & Estate P...

Strategies for Active and Passive Approaches Portfolio Management Services offer a more personali...

Updated 4 months ago by Geethika Bandlamudi

Asset Allocation

Wealth Management UNIT 4: Portfolio Management & Estate P...

The Foundation of Portfolio Construction Definition: Asset allocation is the process of strat...

Updated 4 months ago by Geethika Bandlamudi

Introduction, objectives and constraints

Wealth Management UNIT 4: Portfolio Management & Estate P...

This unit bridges the gap between individual security selection and the overarching strategy of w...

Updated 4 months ago by Geethika Bandlamudi

Portfolio Analysis

Wealth Management UNIT 4: Portfolio Management & Estate P...

Quantifying Performance and Risk Portfolio analysis provides the tools to evaluate the effectiven...

Updated 4 months ago by Geethika Bandlamudi

Fundamental Analysis vs. Technical Analysis

Wealth Management UNIT 3 SECURITY ANALYSIS

A Head-to-Head Comparison The provided table accurately summarizes the key differences between fu...

Updated 4 months ago by Geethika Bandlamudi

Introduction and approaches

Wealth Management UNIT 3 SECURITY ANALYSIS

Determining Investment Worth Security analysis is a vital process for anyone involved in financia...

Updated 4 months ago by Geethika Bandlamudi

Fundamental Analysis

Wealth Management UNIT 3 SECURITY ANALYSIS

The EIC Framework (Expanded) The EIC framework provides a structured and comprehensive approach t...

Updated 4 months ago by Geethika Bandlamudi