Journal of Intelligent Strategic Management

Journal of Intelligent Strategic Management

Smart Strategic Portfolio Management Model for Stock Portfolio Optimization in a Capital Market Bubble

Document Type : Original Article

Authors
Mohammad Reza Bakhshivash 1
Shadi Rahimi 2
Saeed Fakhar 3
1 Master's student in business administration, Shahid Beheshti University, Tehran, Iran
2 PhD student in Business Administration, Marketing Management Orientation, Bu-Ali Sina University of Hamadan, Hamadan, Iran.
3 PhD student in Business Administration, Strategic Management major, Urmia University, Urmia, Iran.
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Abstract
The main objective of this research is to design a comprehensive model for stock portfolio optimization in a capital market bubble using smart strategic management; a model that can reduce risks arising from severe market fluctuations and improve long-term investment returns. In the turbulent environment of financial markets and the increasing presence of new technologies, investors and capital managers need to look beyond traditional portfolio management methods and must shape their investment strategies by relying on smart, data-driven concepts and advanced analytics. In this regard, the present research, focusing on the development of smart tools and methods, tries to identify the structure and processes that, with the help of advanced technologies and data analysis, enable the formation of a systematic and resilient approach to facing capital market bubbles. This qualitative research is based on content analysis and was conducted through targeted interviews with capital managers, financial experts, and academics in the field of financial management and investment. The findings show that designing an intelligent model for portfolio management in a market bubble, while creating convergence in the investment decision-making process and effectively utilizing environmental information, can promote collaborative behavior in investment teams and define new motivational structures. In this way, investors will be able to optimize their investment portfolios in the long term and benefit from their competitive capabilities while reducing investment risks and increasing returns.
Keywords
Intelligent strategic management
stock portfolio optimization
capital market bubble
data-driven approach
intelligent comprehensive model
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