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Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.
Maslowian portfolio theory (MaPT) creates a normative portfolio theory based on human needs as described by Abraham Maslow. [1] It is in general agreement with behavioral portfolio theory, and is explained in Maslowian Portfolio Theory: An alternative formulation of the Behavioural Portfolio Theory, [2] and was first observed in Behavioural Finance and Decision Making in Financial Markets.
Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]
The book outlines "17 simple rules of financial safety" and provides detailed commentary on their explanation and implementation. The chapter for Rule #11 is called "Build a Bullet Proof Portfolio for Protection" and makes a case for a diversified investment portfolio of stocks, bonds, cash and gold to ensure financial safety.
If I had $500,000 or more invested with the firm, I’d shell out no more than $30 per $10,000 invested to work directly with a certified financial planner and get a personalized plan. Not bad.
Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors.
Image source: The Motley Fool. ConocoPhillips (NYSE: COP) Q4 2024 Earnings Call Feb 06, 2025, 12:00 p.m. ET. Contents: Prepared Remarks. Questions and Answers. Call ...
Image source: The Motley Fool. Expedia Group (NASDAQ: EXPE) Q4 2024 Earnings Call Feb 06, 2025, 4:30 p.m. ET. Contents: Prepared Remarks. Questions and Answers. Call ...