A plan designed to achieve specific financial goals through the selection of investments based on risk tolerance and market analysis.

The process of evaluating market conditions, trends, and dynamics to inform investment decisions and strategies.

The identification and evaluation of potential risks that could negatively impact investment returns, guiding strategic decisions.

An assessment of how a specific sector of the economy is performing compared to others, often measured using key performance indicators.

The profit or loss generated from an investment over a specific period, typically expressed as a percentage of the initial investment.

The practice of comparing a sector's performance against a standard or index to evaluate its relative success.

A strategic planning tool that identifies strengths, weaknesses, opportunities, and threats related to an investment or sector.

Quantifiable metrics used to evaluate the success of an investment strategy or sector performance.

Past data used to analyze trends and make informed predictions about future market behavior.

Statistics that provide insights into the economic performance and health of a market or sector.

Techniques used to present data graphically, aiding in the interpretation and analysis of complex information.

A tool used to evaluate and prioritize risks based on their likelihood and potential impact on investments.

Approaches designed to reduce or manage the impact of identified risks on investment returns.

Financial products through which investors can allocate funds, such as stocks, bonds, or mutual funds.

The process of estimating future financial outcomes based on historical data and market conditions.

Mathematical models used to predict future returns and performance of investments based on various assumptions.

The forces that influence the behavior of market participants and the overall market environment.

Analyzing how a company or sector stands relative to its competitors in terms of market share and performance.

A reasoned argument for why a particular investment will yield favorable returns, based on analysis and research.

A schedule outlining when specific investment actions will be taken to align with strategic goals.

Input from fellow students or colleagues that helps refine investment strategies and presentations.

The process of evaluating one's own understanding and progress in mastering investment concepts and strategies.

A measure used to evaluate the efficiency of an investment, calculated as net profit divided by the cost of the investment.

A method of evaluating multiple investments or sectors against each other to determine relative performance.

Tools such as charts or graphs used in presentations to enhance understanding and retention of information.