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Real World Portfolio Management Using Technical Analysis

Real World Portfolio Management Using Technical Analysis. Presented by: Christopher M. Ruspi CMT. Thursday May 19, 2005. A session for portfolio managers to discuss their antidotal experiences from managing portfolios using technical analysis. And answer the question:

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Real World Portfolio Management Using Technical Analysis

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  1. Real World Portfolio Management Using Technical Analysis Presented by: Christopher M. Ruspi CMT Thursday May 19, 2005

  2. A session for portfolio managers to discuss their antidotal experiences from managing portfolios using technical analysis. And answer the question: • How is technical analysis best used in the real world?

  3. Ground rules: • In order to exchange our ideas in an orderly, professional manner please raise your hand to ask for the floor. • At the first opportunity I will recognize you and grant you the floor. • As we are all interested in hearing as many different opinions and experiences as possible, please reframe from monopolizing the session.

  4. Married Both he and his wife are 45 years old Earns 480k/year with a net worth of 25 mil Employee of Macromedia Extensive experience in all areas of investing (however because of bad prior experiences, no REITS) Mr. Chip retains your services to manage a 1 million dollar growth portfolio using technical analysis. He is willing to tolerate high degrees of risk. Case Study Our client Mr. Chip

  5. Manager 1 favors an approach that focuses on ST patterns such as pennants, flags, gaps, he explains he favors this approach because it reduces the amount of time the client is invested providing a better time weighted return. Manager 2 favors longer term patterns. He commonly looks for patterns on weekly and even monthly charts. He explains to his client that while it may take months or even years for his patterns to materialize, the profit potential is well worth the wait.

  6. (not the two lowest tax brackets)

  7. If you would like to discuss how the MTA can better serve Portfolio Managers, or would like to receive a copy of this session’s notes, please contact me at: Christopher M. Ruspi CMT Applied Financial Wisdom 18301 Mink Hollow Rd, Highland, MD 20777 (301) 570-8006 (800) 511-4101 Fax (301) 570-0886 E-mail: Christopher.Ruspi@RaymondJames.com

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