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Portfolio, visible table of classes - Coggle Diagram
Portfolio
tools
Asset inventory: apply the portfolio holdings to the classification directory of asset classes and create a table of exposure to each item of the directory
report table with clear allocation graphs. geographical exposure pie, asset class exposure pie, industry exposure pie and bond duration/type exposure pie
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Exposure analysis
evaluation of inventory exposure against world events screener lists, showing where the allocation is positively alligned and where it remains exposed to risk. Holding that coicinde with the loosers or threats list are to be reported as risk. Items of gainers or opportunities that are not held in the portfolio inventory are to be reported as corrections
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World Events Screener
periodic search
Perform a search of geopolitical, financial, and social issues worldwide that are taking place currently or have the potential to play out in the following 6 months. Limit to 50 items by choosing the most known and reported about ones.
Add the resulting items to the unscored items folder. Avoid duplicates by excluding existing items in the existing items folder
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event Library
unscored items
Arrange the items into 2 folders, current events/issues unfolding now and potential or future events/issues. Current events means their impact is to be felt already or within 1 month time frame. Future events are those having a material impact within the next 1-6 month if they come true.
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existing items
current events
run the item against the asset class directory list and estimate the positive or negative impact to its current trading price on a % basis within the next 10 days
screen the results for any item that will not impact any asset class by more than 5% and remove that item from the folder
make a table adding up total positive % and negative % impacts forecasted corresponding to each asset class. Split the table into gainers, those with absolute positive % impact forecast and loosers, those with a negative absolute % impact expected.
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future events
run the item against the asset class directory list and estimate the positive or negative impact to its current trading price on a % basis within the next 1- 6 months
Add a score of 1 point to each item for every asset class it impacts greater than 5% positively or negatively. Organize a resulting list starting with he item that achieved a higher score first and the lowest last. If an item didnt score not 1 point, delete from the list and the folder
make a table adding up total positive % and negative % impacts forecasted corresponding to each asset class. Split the table into opportunities, those with absolute positive % impact forecast and threads those with a negative absolute % impact expected.
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