{"id":1820,"date":"2022-03-29T18:28:30","date_gmt":"2022-03-29T18:28:30","guid":{"rendered":"https:\/\/kingwealthmanagement.com\/?page_id=1820"},"modified":"2022-10-12T14:37:59","modified_gmt":"2022-10-12T18:37:59","slug":"portfolio-analytics","status":"publish","type":"post","link":"https:\/\/kingwealthmanagement.com\/portfolio-analytics\/","title":{"rendered":"Portfolio Analytics"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1820\" class=\"elementor elementor-1820\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2784cf1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2784cf1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-extended\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6b0b1f4 ot-flex-column-vertical\" data-id=\"6b0b1f4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-96cc4d3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"96cc4d3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-73421ee ot-flex-column-vertical\" data-id=\"73421ee\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa0c07e elementor-widget elementor-widget-heading\" data-id=\"fa0c07e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 18-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Portfolio analytics is about managing risk<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29257e9 elementor-widget elementor-widget-text-editor\" data-id=\"29257e9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 18-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Portfolio managers have a myriad of analytics and measurements available to help in managing and monitoring the performance, risk, and volatility in portfolios. These include beta, R squared, Monte Carlo simulations, Value at Risk analyses, to name just a few. King Wealth Management Group utilizes many of these sophisticated tools.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39981be elementor-widget elementor-widget-heading\" data-id=\"39981be\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">KWMG offers seven different risk-based model portfolios<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07fd75a elementor-widget elementor-widget-text-editor\" data-id=\"07fd75a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Our model portfolios are constructed using individual stocks, Exchange Traded Funds (ETFs), and bonds. The risk levels of our portfolios are refined using portfolio analytics and each model can be customized according to your individual preferences, tax situation or needs.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-8dc358f ot-column-items-center elementor-hidden-mobile ot-flex-column-vertical\" data-id=\"8dc358f\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-f49cf02 elementor-widget elementor-widget-heading\" data-id=\"f49cf02\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Knowing our client is the most Important tool in our toolbelt<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce0c733 elementor-widget elementor-widget-text-editor\" data-id=\"ce0c733\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>We use our KWMG &#8220;Risk Assessment Questionnaire&#8221; to assess the level of risk our clients are comfortable with for their investments but most importantly we spend a lot of time getting to know our clients.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Portfolio analytics is about managing risk Portfolio managers have a myriad of analytics and measurements available to help in managing and monitoring the performance, risk, and volatility in portfolios. These include beta, R squared, Monte Carlo simulations, Value at Risk analyses, to name just a few. King Wealth Management Group utilizes many of these sophisticated [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1822,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[67,64,1],"tags":[48],"_links":{"self":[{"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/posts\/1820"}],"collection":[{"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/comments?post=1820"}],"version-history":[{"count":28,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/posts\/1820\/revisions"}],"predecessor-version":[{"id":6916,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/posts\/1820\/revisions\/6916"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/media\/1822"}],"wp:attachment":[{"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/media?parent=1820"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/categories?post=1820"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kingwealthmanagement.com\/wp-json\/wp\/v2\/tags?post=1820"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}