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  2. Special journals - Wikipedia

    en.wikipedia.org/wiki/Special_journals

    Folio Number: Every page of a journal is numbered. This number is known as a folio number. [5] The folio number is used as a cross reference between the journal and the ledger accounts. The use of folio numbers makes it easy to refer back from the ledger account to the journal entry or forward from the journal entry to the ledger account.

  3. Portfolio (finance) - Wikipedia

    en.wikipedia.org/wiki/Portfolio_(finance)

    There are many types of portfolios including the market portfolio and the zero-investment portfolio. [3] A portfolio's asset allocation may be managed utilizing any of the following investment approaches and principles: dividend weighting, equal weighting, capitalization-weighting, price-weighting, risk parity, the capital asset pricing model, arbitrage pricing theory, the Jensen Index, the ...

  4. Portfolio investment - Wikipedia

    en.wikipedia.org/wiki/Portfolio_investment

    Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

  5. Folio - Wikipedia

    en.wikipedia.org/wiki/Folio

    The title-page of the Shakespeare First Folio, 1623 Single folio from a large Qur'an, North Africa, 8th c. (Khalili Collection). The term "folio" (from Latin folium 'leaf' [1]) has three interconnected but distinct meanings in the world of books and printing: first, it is a term for a common method of arranging sheets of paper into book form, folding the sheet only once, and a term for a book ...

  6. 7 common banking mistakes costing you money — and ... - AOL

    www.aol.com/finance/banking-mistakes-to-avoid...

    Banking mistake 5: Staying with the same bank out of habit. ⚠️ Potential cost: Higher fees and lower interest rates Many people stick with their bank simply because they've been there for years.

  7. Portfolio manager - Wikipedia

    en.wikipedia.org/wiki/Portfolio_manager

    A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions.

  8. BMO SmartFolio - Wikipedia

    en.wikipedia.org/wiki/Bmo_smartfolio

    BMO SmartFolio is a digital investment management service offered by Canada’s Bank of Montreal.Broadly referred to as a robo-advisor, the service allows investors to answer a series of questions online about their investment goals, time horizon and risk tolerance, then are recommended a model portfolio made up of index-tracking exchange-traded funds based on the investor’s profile, managed ...

  9. How much should you keep in a CD? Balancing safety and ... - AOL

    www.aol.com/finance/how-much-in-certificate-of...

    For the most part, these limits are $250,000 per bank, per depositor. If you want to invest more than $250,000, break it up between several banks or look for a financial situation that ...