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  2. List of US mutual funds by assets under management

    en.wikipedia.org/wiki/List_of_US_Mutual_Funds_By...

    American Funds Gro A $ 86,400.20 19 Vanguard Wellington Adm $ 86,160.60 20 American Funds Inc A $ 72,054.90 21 Vanguard Tot I S Adm $ 70,233.60 22 Vanguard Dev Mkt ETF $ 70,070.50 23 Dodge & Cox Stock $ 69,989.20 24 Invesco QQQ Trust 1 $ 68,001.90 25 Vanguard Tot Bd II Inst $ 67,996.40

  3. Permanent Portfolio Family of Funds - Wikipedia

    en.wikipedia.org/wiki/Permanent_Portfolio_Family...

    However, between Feb. 2, 2001 and February 2, 2011, a volatile period for the overall stock market, the Permanent Portfolio fund averaged an 11 percent annualized return in comparison to a 1.6 percent annualized return for the S&P 500 index. When the S&P 500 index dropped 37% in the 2007–2008 financial crisis, the Permanent Portfolio fund ...

  4. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Doeswijk, Lam and Swinkels (2014) argue that the portfolio of the average investor contains important information for strategic asset allocation purposes. This portfolio shows the relative value of all assets according to the market crowd, which one could interpret as a benchmark or the optimal portfolio for the average investor. The authors ...

  5. Capital market - Wikipedia

    en.wikipedia.org/wiki/Capital_market

    A common method is to invest in mutual funds [f] or exchange-traded funds. It is also possible to buy and sell derivatives that are based on the secondary market; one of the most common type of these is contracts for difference – these can provide rapid profits, but can also cause buyers to lose more money than they originally invested.

  6. 7 of the most famous American investors - AOL

    www.aol.com/finance/7-most-famous-american...

    Investment style: Buffett racked up gains first as a value investor and then became more of a growth investor. He’s known for his long-term, buy-and-hold style and has said that his preferred ...

  7. Foreign exchange risk - Wikipedia

    en.wikipedia.org/wiki/Foreign_exchange_risk

    When exchange rates appreciate or depreciate, significant, difficult-to-predict changes in the value of the foreign currency can occur. For example, U.S. companies must translate Euro, Pound, Yen, etc., statements into U.S. dollars. A foreign subsidiary's income statement and balance sheet are the two financial statements that must be translated.

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