Home > Blossary: Investment Analysis
How to position yourself in the market via diversification of assets, assess the performance of your securities, and watch for future trends in the market.

Category: Business

9 Terms

Created by: Timmwilson

Number of Blossarys: 22

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Index benchmarking allows the comparison between the performance of a portfolio(of assets) to that of the performance of an index within the market. This process helps determine whether you should ...

Domain: Financial services; Category: Personal investment management

A risk management technique that mixes a wide variety of investments within a portfolio. This mix helps a portfolio lower risk, because a portfolio of different investments, on average, yields higher ...

Domain: Financial services; Category: Personal investment management

Also known as 'beta coefficient', beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. Beta is used in the capital asset ...

Domain: Financial services; Category: Finance

A model that describes the relationship between risk and expected return, used in the pricing of risky securities. The reason for CAPM is due to the investors need for compensation in 'time value of ...

Domain: Financial services; Category: General Finance

Real return is the percentage return realized for an investment, adjusted for factors such as inflation or other external effects. It is the expression of nominal rate of return in real terms, ...

Domain: Financial services; Category: Financial instruments

The investment strategy that is individualized based on factors such as: age, risk tolerance, investment goals, and horizon. The allocation falls into three main asset classes: equities, ...

Domain: Financial services; Category: Personal investment management

Theory developed by Harry Browne in the 1980s, the theory stated that a portfolio of assets equally split between growth stocks, precious metals, government bonds and treasury-bills would be an ideal ...

Domain: Financial services; Category: Personal investment management

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