Series 65: 5.3.3. Portfolio Management Styles And Strategies

Taken from our Series 65 Online Guide

5.3.3. Portfolio Management Styles and Strategies

Based on your view of the theories and hypotheses discussed previously, as an adviser, you will need to explain to your clients how you plan to work toward their investment goals.

Two ways of looking at investments to decide if they might contribute positively to a portfolio are fundamental analysis and technical analysis. Recall that fundamental analysi

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