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  2. A beginner’s guide to investment styles and which one works ...

    www.aol.com/finance/beginner-guide-investment...

    Moderate An investor with a moderate risk appetite may hold a balance of stocks and bonds in their portfolio. Their stock allocation will tend to focus on large-cap companies with strong ...

  3. Risk–return spectrum - Wikipedia

    en.wikipedia.org/wiki/Risk–return_spectrum

    The risk–return spectrum (also called the risk–return tradeoff or risk–reward) is the relationship between the amount of return gained on an investment and the amount of risk undertaken in that investment. The more return sought, the more risk that must be undertaken.

  4. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    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]

  5. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Morningstar is known for its analysis of long-only mutual funds, but the Brinson-Fachler analysis is also applicable to hedge ranking funds. [10] The Brinson model performance attribution can be described as "arithmetic attribution" in the sense that it describes the difference between the portfolio return and the benchmark return.

  6. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    The first robo-advisor Betterment was launched in 2010 as a direct-to-consumer model by Jon Stein. [8] Thereafter, robo-advisors increased in popularity. [9] Before robo-advisers, online portfolio management interfaces existed since the early 2000s and these interfaces were used by financial managers to manage and balance clients' assets.

  7. What are the world’s largest mutual funds? - AOL

    www.aol.com/finance/world-largest-mutual-funds...

    The world’s largest mutual funds run hundreds of billions of dollars, even into the trillions. Mutual funds remain one of the most popular ways to invest, and they allow new investors to earn ...

  8. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    One key result of the above analysis is the two mutual fund theorem. [12] [13] This theorem states that any portfolio on the efficient frontier can be generated by holding a combination of any two given portfolios on the frontier; the latter two given portfolios are the "mutual funds" in the theorem's name. So in the absence of a risk-free ...

  9. Unum Group (UNM) Q4 2024 Earnings Call Transcript - AOL

    www.aol.com/unum-group-unm-q4-2024-183015354.html

    Image source: The Motley Fool. Unum Group (NYSE: UNM) Q4 2024 Earnings Call Feb 05, 2025, 8:00 a.m. ET. Contents: Prepared Remarks. Questions and Answers. Call ...