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InvestingStocksBondsCryptoPersonal FinanceFundamental AnalysisTechnical AnalysisTradingBankingTaxes
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Articles related to the category "Portfolio Management"

DIY(Do-It-Yourself) ํˆฌ์ž๊ฐ€๊ฒฉ ์œ„ํ—˜๊ฐ€์ค‘ ํ‰๊ท  ๋“ฑ๊ธ‰ ๊ณ„์ˆ˜(WARF)๊ฑด์Šฌ๋ง๊ฑฐ๊ณต๊ฒฉ์ ์ธ ํˆฌ์ž ์ „๋žต๊ณต๋ถ„์‚ฐ๊ด€๋ฆฌํ˜• ์„ ๋ฌผ๊ตญ์ œ ํฌํŠธํด๋ฆฌ์˜ค๊ทธ๋ ˆ์ด ์›จ์ด๋ธŒ๊ธˆ์œต ๋ฆฌ์Šคํฌ ๊ด€๋ฆฌ๊ธฐ๊ณ„์  ํˆฌ์ž๊ธฐ์ค€๊ธด ์‹œ์žฅ ๊ฐ€์น˜๋„คํŠธ ์‡ผํŠธ๋…ธ๋ฐ”/์šฐ๋ฅด์‚ฌ ๋น„์œจ๋ˆ„์  ์ˆ˜์ต๋ฅ ๋‹ค๊ฐํ™”๋‹ค๋ถ„์•ผ ๊ณ„์ •๋‹ค์–‘์„ฑ ์ ์ˆ˜๋‹ค์–‘ํ™”๋ธํƒ€ ์ค‘๋ฆฝ๋™์  ์ž์‚ฐ ํ• ๋‹น๋ผ์Šค ์•Œ ์นด์ด๋งˆ ํˆฌ์ž์ฒญ(RAKIA)๋žฉ ๊ณ„์ •๋งˆ์ดํฌ๋กœ ํ—ค์ง€๋งˆํฌ-ํˆฌ-๋ชจ๋ธ๋งˆํ‹ด๊ฒŒ์ผ ์‹œ์Šคํ…œ๋งคํฌ๋กœ ํ—ค์ง€๋ฐ˜๋ถ„์‚ฐ๋ณ„๋„ ๊ณ„์ •๋ณต์žกํ•œ ์ž๋ณธ๊ตฌ์กฐ๋ถ€์ฑ„ ์‹ ํ˜ธ๋ธ”๋ž™๋ฆฌํ„ฐ๋งจ ๋ชจ๋ธ๋น„์šฉ ๊ธฐ์ค€๋น„ํšจ์œจ์ ์ธ ํฌํŠธํด๋ฆฌ์˜ค์ƒ์Šน ์‹œ์žฅ ์บก์ฒ˜ ๋น„์œจ์ƒํ–ฅ์‹ ํˆฌ์ž์„ž์ด๋‹ค (commingled)์†์„ ๋–ผ์ง€ ์•Š๋Š” ํˆฌ์ž์ž์ˆ˜์ •๋œ Dietz ๋ฐฉ๋ฒ•์ˆ˜์ œ ๋ฐฐ๋‹น๊ธˆ์ˆœ ๋‚ด๋ถ€ ์ˆ˜์ต๋ฅ ์ˆœ์—ด์Šˆํผ ํ—ค์ง•์Šค์œ„์นญ์Šคํƒ€์ผ ์ƒ์ž์Šน์ธ ๋ชฉ๋ก์‹œ๊ฐ„ ๊ฐ€์ค‘ ์ˆ˜์ต๋ฅ  - TWR์‹œ๋‚˜๋ฆฌ์˜ค ๋ถ„์„์‹œ์žฅ ํฌํŠธํด๋ฆฌ์˜ค์‹ ๊ฒฝ์งˆ์ ์ธ ๋„ฌ๋ฆฌ์‹ ์ค‘ํ•œ ์‚ฌ๋žŒ ๊ทœ์น™์‹ค์ œ ๋ฐ˜ํ™˜์‹ค์งˆ์ˆ˜์ต๋ฅ ์•ˆํ‹ฐ ๋งˆํ‹ด๊ฒŒ์ผ ์‹œ์Šคํ…œ์•ŒํŒŒ ์œ„ํ—˜์—ญ์ƒ์กดํŽธํ–ฅ์—ฐ๊ฐ„ ์ˆ˜์ต์šด์šฉ ์ž์‚ฐ(AUM)์œ„์— ๊นŒ๋Š” ๊ฒƒ์œ„ํ—˜ ๊ณก์„ ์œ„ํ—˜ ๋“ฑ๊ธ‰(RG)์œ„ํ—˜ ์กฐ์น˜์œ„ํ—˜ ์ค‘๋ฆฝ์  ์กฐ์น˜์œ„ํ—˜ ํ• ์ธ์œ„ํ—˜์— ๋”ฐ๋ฅธ ์ฆ๋ถ„ ๊ฐ€์น˜์ด๋ถ„์‚ฐ์ผ์ • ๋น„์œจ ๊ณ„ํš์ผ์ • ๋น„์œจ ํฌํŠธํด๋ฆฌ์˜ค ๋ณดํ—˜(CPPI)์ž„์‹œ ์ƒˆ ๊ณ„์ •์ž„์˜ ํˆฌ์ž ๊ด€๋ฆฌ์ž๊ธฐ์ž๋ณธ ์œ„ํ—˜ ํ”„๋ฆฌ๋ฏธ์—„์ž๋™ ํˆฌ์ž ๊ณ„ํš(AIP)์ž๋ณธ ์„ฑ์žฅ ์ „๋žต์ž์‚ฐ ๊ด€๋ฆฌ์ž์‚ฐ ํด๋ž˜์Šค ๋ถ„์„์ž์‚ฐ ํ˜ผํ•ฉ์žฅ๊ธฐ ํˆฌ์ž์ €์ฒด์ค‘์ ๊ทน์ ์ธ ๊ด€๋ฆฌ์ ํ•ฉ(์ ํ•ฉ์„ฑ)์ „๋žต์  ์ž์‚ฐ ๋ฐฐ๋ถ„์ „๋ ฅ ๊ฑฐ๋ฆฌ ์ง€์ˆ˜(PDI)์ „์ˆ ์  ์ž์‚ฐ ๋ฐฐ๋ถ„(TAA)์ •๋ณด ๊ณ„์ˆ˜(IC)์ œ๋กœ ํˆฌ์ž ํฌํŠธํด๋ฆฌ์˜ค์ œํ•œ๋œ ์œ„์ž„์žฅ(LPOA)์กฐ๊ฑด๋ถ€ ์˜ˆ๋ฐฉ ์ ‘์ข…์ข…์ด ๋ฐฑ๋งŒ์žฅ์ž์ฃผ์‹ ์Šคํƒ€์ผ ์ƒ์ž์ฃผ์‹ ์ €์ถ• ๊ณ„ํš์ง€๋ฆฌ์  ๋‹ค์–‘ํ™”์ฒด๊ณ„์ ์ธ ๊ด€๋ฆฌ์ž์ดˆ๊ณผ ์ค‘๋Ÿ‰์ตœ๋Œ€ ๋“œ๋กœ๋‹ค์šด ์ดˆ๊ณผ ์ˆ˜์ต(RoMaD)์ตœ๋Œ€ ๋“œ๋กœ๋‹ค์šด(MDD)์นด์ง€๋…ธ ๊ธˆ์œต์ฝ”์–ด ํ”Œ๋Ÿฌ์Šค์ฝ”์–ด ํ™€๋”ฉํƒˆ์ค‘๊ฐœํ™”ํƒ‘ํ™€๋”ฉ์Šคํ†ตํ•ฉ ๋‚ด๋ถ€ ์ˆ˜์ต๋ฅ (PIRR)ํˆฌ์ž ๋ถ„์„ํˆฌ์ž ์Šคํƒ€์ผํˆฌ์ž ์•„์ด๋””์–ดํˆฌ์ž ์ฒ ํ•™ํˆฌ์ž ํ”ผ๋ผ๋ฏธ๋“œํˆฌ์ž๋…ผ๋ฌธํŠธ๋ ˆ์ด๋„ˆ ๋ธ”๋ž™ ๋ชจ๋ธํŠธ๋ ˆ์ด๋„ˆ ์ง€์ˆ˜ํŠน์ˆ˜ ์ƒํ™ฉํ‹ฐ๋‚˜ํŽ„ํฌ๋Ÿผ ์ˆ˜์ˆ˜๋ฃŒํ‰๊ท  ์ˆ˜์ต๋ฅ ํฌ๋ฎฌ๋Ÿฌ ํˆฌ์žํฌํŠธํด๋ฆฌ์˜คํฌํŠธํด๋ฆฌ์˜ค ๊ฐ€์ค‘์น˜ํฌํŠธํด๋ฆฌ์˜ค ๊ณ„ํšํฌํŠธํด๋ฆฌ์˜ค ๊ด€๋ฆฌํฌํŠธํด๋ฆฌ์˜ค ๋งค๋‹ˆ์ €ํฌํŠธํด๋ฆฌ์˜ค ๋ฐ˜ํ™˜ํฌํŠธํด๋ฆฌ์˜ค ์†Œ๋“ํฌํŠธํด๋ฆฌ์˜ค ํˆฌ์žํ–ฅ์ƒ๋œ ์ธ๋ฑ์‹ฑํ—ˆ๋ธŒ ๋ฐ ์Šคํฌํฌ ๊ตฌ์กฐํ—Œ์‹  ์ „๋žตํ™œ๊ณต ๊ฒฝ๋กœํ™œ์„ฑ ๋ฐ˜ํ™˜ํšจ์œจ์ ์ธ ํ”„๋ก ํ‹ฐ์–ด