A collection of financial assets like stocks, bonds, and cash equivalents held by an individual or institution.

The degree of variability in investment returns that an individual is willing to withstand.

A strategy to reduce risk by allocating investments across various financial instruments, industries, and other categories.

The process of evaluating market conditions to inform investment decisions based on economic indicators and trends.

The increase in the value of assets and investments over time, contributing to overall financial health.

Equity investments representing ownership in a company, allowing shareholders to benefit from its profits.

Debt securities issued by corporations or governments to raise capital, paying interest over time.

Investment funds traded on stock exchanges, holding a diversified portfolio of assets, similar to mutual funds.

The process of dividing investments among different asset categories to optimize risk and return.

The evaluation of potential risks involved in an investment decision, helping to align choices with risk tolerance.

Metrics used to evaluate the success of an investment portfolio against specific objectives.

Reviewing past performance data of investments to predict future trends and make informed decisions.

Statistics that provide insight into the economic performance of a country, influencing investment strategies.

A plan designed to guide an investor’s decisions based on financial goals and risk tolerance.

The art and science of making decisions about investment mix and policy to meet specific investment goals.

Input and critiques provided by fellow learners to improve understanding and quality of investment strategies.

Guidance from experienced professionals aimed at enhancing the quality of investment portfolios.

Software or methods used to monitor and evaluate the performance of investment portfolios over time.

The process of assessing how well an investment portfolio meets its financial objectives.

Specific objectives that an investor aims to achieve through their investment portfolio.

Methods employed to modify an investment portfolio in response to changing market conditions.

A visual tool used to compare different investment options based on various criteria.

A categorization of an investor's risk tolerance, guiding investment choices.

Various types of financial assets available for investment, including stocks, bonds, and mutual funds.

Using quantitative data to guide investment choices and strategies.

The overall environment of financial markets, including trends, risks, and opportunities.