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  2. Fundamental analysis - Wikipedia

    en.wikipedia.org/wiki/Fundamental_analysis

    The choice of stock analysis is determined by the investor's belief in the different paradigms for "how the stock market works". For explanations of these paradigms, see the discussions at efficient-market hypothesis , random walk hypothesis , capital asset pricing model , Fed model , market-based valuation , and behavioral finance .

  3. Bottom-up and top-down design - Wikipedia

    en.wikipedia.org/wiki/Top_Down_Design

    Illustration of bottom up and top down approach to heap sort. Bottom-up and top-down are both strategies of information processing and ordering knowledge, used in a variety of fields including software, humanistic and scientific theories (see systemics), and management and organization. In practice they can be seen as a style of thinking ...

  4. Long/short equity - Wikipedia

    en.wikipedia.org/wiki/Long/short_equity

    A hedge fund might sell short one automobile industry stock, while buying another—for example, short $1 million of DaimlerChrysler, long $1 million of Ford.With this position, any event that causes all auto industry stocks to fall will cause a profit on the DaimlerChrysler position and a matching loss on the Ford position.

  5. Online portfolio selection - Wikipedia

    en.wikipedia.org/wiki/Online_portfolio_selection

    The concept of online portfolio selection originated in 1952 with an essay by Harry Markowitz giving the theory of portfolio selection as Modern portfolio theory. [9] Online portfolio selection was first implemented in 2012 by Bin Li and Bin Hoi at Wuhan University. [10] [11] [12]

  6. 7 best investing platforms for 2025: Low-cost options to put ...

    www.aol.com/finance/best-investment-platforms...

    As someone who prefers a set-it-and-forget-it approach, I love letting Schwab’s robo-advisor — called Intelligent Portfolios — choose my investments for me. This robo-advisor service charges ...

  7. Investment strategy - Wikipedia

    en.wikipedia.org/wiki/Investment_strategy

    In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio.Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. [1]

  8. Bottom-up - Wikipedia

    en.wikipedia.org/wiki/Bottom-up

    Bottom-up may refer to: Bottom-up analysis, a fundamental analysis technique in accounting and finance; Bottom-up parsing, a computer science strategy; Bottom-up processing, in Pattern recognition (psychology) Bottom-up theories of galaxy formation and evolution; Bottom-up tree automaton, in data structures; Bottom-up integration testing, in ...

  9. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Stock selection is the value added by decisions within each sector of the portfolio. In this case, the superior stock selection in the equity sector added 1.40% to the portfolio's return [(5% − 3%) × 70%]. Interaction captures the value added that is not attributable solely to the asset allocation and stock selection decisions.