The Database

by on January 18, 2013


WHAT IS THE DATABASE?

  • Portfolio Management Jar is a curated database of portfolio management advice from great investors, searchable by Topic & by Investor.
  • You won’t find individual ideas or names here. PM Jar is focused on portfolio construction & management — in other words, what happens after you’ve found & diligenced your idea.
  • Over time, the Database will continue to expand, and become more comprehensive, as more content is uploaded. Let me know if you have any suggestions for the content queue.
     

HOW DO I USE THE DATABASE

1. Are you looking for something specific? Examples include…

Q: I currently hold a large portfolio cash balance, and my investors are complaining. What should I tell them?
A: In the “Explore” function on the left, for “Topic” choose “Cash,” then press “Search” — you’ll find a number of articles in which people like Seth Klarman, Warren Buffett, and Bruce Berkowitz discuss the rationale behind holding cash.

Q: I am thinking about buying hedges for the portfolio, and want to learn more about how to implement a hedging program.
A: In the “Explore” function on the left, for “Topic” choose “Hedging,” then press “Search” — you’ll find  a number of articles in which people like James Montier of GMO, Cliff Asness’ AQR, and Cornwall Capital discuss the nuances of portfolio hedging.

Q: I’ve made a mistake in my portfolio and am unsure of how to proceed. I’ve heard that Stanley Druckenmiller has some interesting insights on the topic.
A: In the “Explore” function on the left, for “Topic” choose “Making Mistakes,” for “Investor” choose “Stanley Druckenmiller,” then press “Search” — you’ll find article(s) in which Stanley Druckenmiller discusses making mistakes and how to deal with them.

Q: I’m interested in learning more about the impact & nuances of client redemptions. Where can I find more more information? 
A: In the “Explore” function on the left, for “Topic” choose “Redemptions,” then press “Search” — you’ll find articles in which people like Seth Klarman, and Warren Buffett discuss the nuances of redemptions.

Above are only a few examples. The Database contains much much more, all searchable by Topic and/or Investor.


2. Are you feeling overwhelmed by the volume of content?

Try the “Explore” function on the left, and explore by Topic and/or by Investor, for any combination that strikes your fancy. You might be surprised by what you’ll learn!


3. Are you in the mood to just simply browse?

  • Try the “Explore” function on the left, and explore by Topic and/or by Investor, for any combination that strikes your fancy. You might be surprised by what you’ll learn!
  • Peruse the latest articles uploaded into the Database (on the Homepage)
  • Check out the Editor’s Picks & Monthly Archives (at bottom of page)