1 Outline Introduction Active management versus passive management When do you sell stock? 2 Introduction Portfolios need maintenance and periodic revision: y Because the…
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Slide 1 1 Chapter 15 Revision of the Equity Portfolio Slide 2 2 An individual can make a difference; a team can make a miracle - 1980 U.S. Olympic hockey team Slide 3 3 Outline…
Personal Finance: a Gospel Perspective Investments 9: Portfolio Reporting and Rebalancing Objectives A. Understand the uses and types of benchmarks B. Understand the importance…