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With the asset universe identified along with investment goals, risk profile and time horizon are defined, the next step is to construct...

Technical analysis attempts to predict price changes based upon patterns in market data. Some of the most popular technical analysis...

When using fundamental analysis to determine if an investment would be worthwhile, a thorough understanding of the companies specific...

Fundamental analysis for stocks reflects the idea that undervalued stocks can be found and invested in to create superior performance. ...

The best estimate of an asset's near term future return is its recent past return. An alternative way of saying this is that bull and...

Tactically allocated portfolios adjust the allocation to the assets in a way that seeks to improve upon the risk-adjusted returns of...

Periodically rebalancing your portfolio boosts overall return by selling temporarily outperforming assets and reinvesting into...

Strategic asset allocation refers to allocating the assets in a portfolio into target allocations then rebalancing the portfolio...

Modern Portfolio Theory attempts to manage and define portfolio risk. The theory focuses on the relationships of all assets in a...

If 100% of your portfolio was invested in the S&P 500 you would have expected to experience a loss greater than -7.8% (two standard...