Portfolio Management
Portfolio management in finance involves the art and science of selecting and managing a mix of investments to achieve a set of financial objectives while minimizing risk. It involves analyzing an investor’s goals, risk tolerance, and time horizon to create a diversified portfolio that can generate returns while also managing risk. The process includes asset allocation, diversification, and ongoing monitoring and adjustment of the portfolio based on market conditions and changes in the investor’s objectives.
How Long Will Your Retirement Savings Last? (Excel Simulation)
Wondering how long your retirement savings will last? In this video, we build a powerful Excel Monte Carlo simulation to forecast portfolio longevity and simulate annual returns across asset classes. You’ll learn how to input your personal data, project portfolio value over time, and calculate the average age your money runs out. Perfect for anyone doing retirement planning in Excel or testing different withdrawal strategies.
💾 *Download Free Excel File Here*: https://ryanoconnellfinance.com/product/retirement-savings-calculator/
*Need Ryan’s Help With Your Retirement Planning?*
Find my high net worth consulting service here: https://ryanoconnellfinance.com/financial-strategy/
Chapters:
0:00 – Intro: When Will Your Money Run Out in Retirement?
0:29 – Input Your Personal Details
2:36 – Calculate Future Age and Year
4:03 – Simulate Annual Returns by Asset Class
6:05 – Calculate Portfolio Value Year by Year
8:10 – Analyze Portfolio Value Over Your Lifetime
9:07 – Run a Monte Carlo Simulation on Your Portfolio
11:39 – Calculate the Average Age Your Money Runs Out
12:16 – Adjust Inputs and Re-Run the Simulation
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
Margin Trading Explained | Risks, Benefits & How It Works
In this video, we break down margin trading, how it works, and the key risks and benefits every trader should know. You’ll learn what it means to trade with borrowed money, the potential for amplified gains, and the dangers of margin calls. We also explain the margin requirements set by brokers and how to use leverage responsibly. Whether you’re a beginner or just exploring new strategies, this is your complete guide to trading on margin.
📊 *Margin Rate Calculator →* https://ryano.finance/ibkr-margin
🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course
Chapters
0:00 What is Margin Trading?
1:33 Risk of Margin Trading
4:46 What are the Benefits of Margin Trading?
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.
None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.
Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit interactivebrokers.com.
Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by clicking the link below. Multiple leg strategies, including spreads, will incur multiple transaction costs. theocc.com/company-information/documents-and-archives/options-disclosure-document
Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.
Margin Trading:
Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest
How to Set Up a Paper Trading Account on Interactive Brokers (IBKR Desktop Guide)
Learn how to set up a paper trading account on Interactive Brokers using the IBKR Desktop platform in this step-by-step tutorial. This video covers how to download the Interactive Brokers platform, sign up for an Interactive Brokers account, and enable paper trading so you can start trading with no risk. We also show you how to use the Interactive Brokers paper trading account inside the IBKR Desktop app, making this a great guide for Interactive Brokers for beginners. If you’re looking for a full Interactive Brokers tutorial or want to explore the Interactive Brokers demo account, this video will walk you through everything you need.
🎓 *This Video Is Part of My Full Options Trading Course:*
Go deeper with step-by-step lessons, paper trading practice, and downloadable resources.
👉 https://ryano.finance/options-course
*Download IBKR Desktop here:* https://ryano.finance/ibkr-desktop
Chapters:
0:00 – How to Download IBKR Desktop
1:20 – Sign Up for an Interactive Brokers Account
2:47 – How to Enable Paper Trading In Interactive Brokers
3:50 – Using the Paper Trading Account in IBKR Desktop
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
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