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  2. I'm About to Retire at 62. How Should I Structure My Portfolio?

    www.aol.com/im-62-retiring-soon-structure...

    The answers will help inform how you structure your portfolio and allocate your assets. Retirement Portfolio Management Tips. A financial advisor can help you build a comprehensive retirement plan ...

  3. How to Choose Investment Objectives for Your Portfolio

    www.aol.com/choose-investment-objectives...

    Examples of Investment Objectives for a Portfolio. Investment objectives could help define the asset mix and risk level of your portfolio, ensuring that investments align with both the your time ...

  4. Ask an Advisor: I'm 65 and Going to Retire Soon. How Should I ...

    www.aol.com/ask-advisor-im-65-years-133705405.html

    The structure of your retirement portfolio should reflect your needs, lifestyle, risk tolerance and capacity, and financial resources. Diversification across tax location, investment type, time ...

  5. 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 ...

  6. Investment strategy - Wikipedia

    en.wikipedia.org/wiki/Investment_strategy

    In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. [ 1 ]

  7. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

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