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Portfolio Management Quotes

Browse 62 quotes about Portfolio Management.

Portfolio Management Quotes

“Matching portfolio strategies to personality types thus became a primary thesis I pursued with equal parts curiosity and passion. I felt it was my calling to marry my expertise in finance, experience with personal investing, insights into clinical psychology, and a lifelong passion for pop culture into an accessible but powerful system to help readers on their road to financial empowerment. At the same time, I wanted to develop a message with an empathetic voice that would honor individuality. That is the origin story of Suit Yourself.”

PsychologySelf HelpPersonalityPop CultureFinancial FreedomPersonal FinancePortfolio ManagementEnneagram
Book:Suit Yourself: A Portfolio Strategy for Every Personality Type
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“Here is the key point: Once you have determined how many projects you can support, and what mix of projects you need to support your strategy, similar projects must compete against other similar projects for budget and staff for the resources dedicated to that category of project. Let’s say that you have decided to allocate 20 percent of your available resources to positioning options. Any new candidate for getting resources that is a positioning option should compete for that 20 percent against all the other positioning projects. They shouldn’t compete against other kinds of options or against platform or enhancement launches. This ensures that you will pick only the very best positioning options for your portfolio. What’s more important, it gets you out of the constant tug-of-war between short-term and long-term projects. The strategic choice is how many of your resources you will put into each category. Then within each category, the very best projects should compete against one another for consideration.”

BusinessEntrepreneurshipProject ManagementPortfolio ManagementResource Allocation
Book:The Entrepreneurial Mindset: Strategies for Continuously Creating Opportunity in an Age of Uncertainty
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“Business will forever be a platform for people to exchange value. People are largely unpredictable, and value is largely subjective. This is the space where humans will always outperform AI – the space where active management will always be necessary.”

BusinessCapitalAsset ManagementPortfolio ManagementActive Management
Book:Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing
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“It is imperative to acquire assets at a financial cost that is less than their value. Timing the purchase based on changes in the marketplace or other factors may present great opportunity to widen the margin between cost and value.”

AssetsTradingCapitalPortfolio ManagementPortfolio Performance
Book:Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing
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“Everyone knows about market risk and management risk. But there are a variety of non obvious risks to consider when managing a portfolio of investments. They include political risk, share premiums and discounts risk, Interest Rate risk, Income Risk, Tax law changes risk, valuation risk, and liquidity risk, among others. This is why professional active portfolio management is the way to go.”

RiskInvestmentAsset ManagementPortfolio ManagementCapital Management
Author:Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth
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“At Mayflower-Plymouth, we analyze global markets, analyze businesses and employ a range of strategies that emulate natural ecosystems to deliver holistic and industry-consistent investment returns. Our approach emphasizes preservation, steady compounding growth and steady returns for our capital partners and clients.”

InvestingHendrith SmithMayflower PlymouthAsset ManagementPortfolio ManagementCapital Management
Author:Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth
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“Since business is an exchange of value, with the greatest profits afforded to the businesses that add the most value most additionally – being a net value adder positions us to achieve the greatest ROI.”

Money ManagementAsset ManagementPortfolio ManagementPortfolio Performance
Book:Investing, The Permaculture Way: Mayflower-Plymouth's 12 Principles of Permaculture Investing
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“One reason nature is efficient is because there is no waste. Everything produced creates value for others and is consumed by others on the basis of value. What one life may discard as not valuable is consumed by another life because of its valuable. And all things produced and consumed are continually upcycled, becoming more valuable each cycle. Perhaps it’s because nature has a capital-centric view of things; everything in nature is capital and produces capital which to varying degrees provides value to all other things in nature. Imagine if economies worked like this. Imagine if investment portfolios worked like this. Imagine if businesses worked like this. What a beautiful world it would be.”

NatureEfficiencyHendrith SmithAsset ManagementPortfolio ManagementInvestmentsHedge Funds
Author:Hendrith Vanlon Smith Jr, CEO of Mayflower-Plymouth
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