Financial Lingo


Active Investing: an investment strategy involving frequent buying and selling of assets in the portfolio in response to or anticipation of changes in the market. Asset Allocation: the proportion of assets in a portfolio in each asset class (equities, fixed-income, and cash & equivalents).  Determining the right allocation for you involves taking into account your goals, risk tolerance, and investment horizon. Diversification: Lowering the overall risk in an investment portfolio by owning a wide variety of assets.  Here’s the rationale for this: […]

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