FAQs tagged as

Portfolio Management

  1. How do I judge a mutual fund's performance?

  2. What's the difference between alpha and beta?

  3. How can I protect my portfolio from market corrections?

  4. What is the difference between investing and trading?

  5. What is the difference between weighted average shares outstanding and basic weighted ...

  6. What is the difference between risk tolerance and risk capacity?

  7. What do the different types of mutual fund classes mean?

  8. I want to start buying stocks. Where do I start?

  9. Is it possible to invest in an index?

  10. I don't understand how a stock has a trading price of 5.97, but when I buy it I have ...

  11. According to the CAPM, the expected return on a stock, that is part of a portfolio, ...

  12. If a client has a very low risk tolerance, all of the following might be suitable ...

  13. How much money do I need to start trading?

  14. The reason why ERISA qualified plans should have an investment policy statement is ...

  15. When and why did brokerages switch from fixed commissions to negotiated ones?

  16. The real rate of return is the amount of interest earned over and above the?

  17. The BEST definition of a benchmark portfolio is:

  18. What are the advantages and disadvantages of mutual funds?

  19. Where do I look for fees that I am charged on investments? What are those fees called?

  20. When diversifying a bond portfolio, you should make sure to take into account all ...

  21. How quickly should my financial advisor sell a stock that I have asked him or her ...

  22. How do I know when to "rebalance" my investments?

  23. The primary reason for an IA to rebalance a client’s portfolio is to:

  24. The interest rate used to define the “risk-free” rate of return is the

  25. When holding an option through expiration date, are you automatically paid any profits, ...

  26. What is the difference between systemic risk and systematic risk?

  27. What is a permanent portfolio?

  28. What is the difference between investing and speculating?

  29. What does churning mean?

  30. What is financial double-dipping?

  31. What is a "socially responsible" mutual fund?

  32. I have a KSOP through my employer that I've invested 100% in company stock. I am ...

  33. What is hedging as it relates to forex trading?

  34. Why would a person choose a mutual fund over an individual stock?

  35. What's the difference between a mutual fund and a hedge fund?

  36. What is the ideal number of stocks to have in a portfolio?

  37. Are long-term U.S. government bonds risk-free?

  38. What are the components of the risk premium for investments?

  39. How can I prevent commissions and fees from eating up my trading profits?

  40. What's the difference between shares and stocks?

  41. Is it possible to lose all of your investment in an index fund?

  42. Where do investors tend to put their money in a bear market?

  43. What's the difference between a load and no-load mutual fund?

  44. Why does a crisis in emerging markets cause U.S. Treasury yields to decrease?

  45. Why should investors pick less risky investments as they approach retirement?

  46. I'm new to this. Can I sell or buy stock by myself?

  47. Are mutual fund performance numbers reported net of fees (operating expenses and ...

  48. What exactly is a portfolio? Is it something I can carry around?

  49. Can I sell mutual fund shares below their minimum intial purchase amount without ...

  50. What is the difference between a blend fund and a balanced fund?

  51. What is an Islamic investment policy?

  52. What does it mean when people say they "beat the market"? How do they know they have ...

  53. Can an open-ended fund's price appreciate significantly?

  54. How do I calculate the percentage gain or loss for my portfolio when all of the stocks ...

  55. What is a pure play?

  56. At what point in the ordering process does a broker charge commission?

  57. What is a trailing commission?

  58. How can I buy an S&P 500 fund?

  59. What are green investments?

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