Portfolio Management | Series 65 Exam скачать в хорошем качестве

Portfolio Management | Series 65 Exam

📚 Equity Investments and Interest Bearing Investments 💡 Interest Bearing: Lower Credit, No Volatility, Market Risk, Purchasing Power Risk 📝 Equity Investments: Higher Credit Risk, Greater Volatility, Faster Growth, Inflation Protection 🔍 Asset Classes: Stocks, Bonds, Money Market Instruments, Real Estate, Commodities 🎯 Strategic Allocation 📚 Tactical Allocation 💡 Active Asset Management: Look for inefficiencies 📝 Passive Asset Management: Index fund is just fine 🔍 Portfolio Rebalancing: Reallocating money from over performing to under performing assets. 🎯 Passive Portfolio Rebalancing: Continually reallocating 📚 Active Portfolio Rebalancing: Manager decides timing. 💡 Sector Rotation: Different sectors tend to do well at different times in business cycle 📝 Diversification: minimize risk tolerance 🔍 Tracking Error: underperforming index 🎯 Financial Leverage: Borrowed funds must have lower interest rate than return 📚 Bond Portfolio Immunization: Portfolio with specific amount at a specific date 💡 Bond Contingent Portfolio Immunization 📝 Momentum and Whisper Numbers 🔍 Funding Techniques: Lump Sum Funding and Dollar Cost Averaging 🎯 Reinvestment: Reinvesting dividends, capital gains will lower dollar cost average