Investment strategy

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Investment strategy

A strategy, or plan of attack, an investor uses when deciding how to allocate capital among several options including stocks, bonds, cash equivalents, commodities, and real estate. The strategy should take into account the investor's tolerance for risk as well as future needs for capital.

Investment Philosophy

Basic standards and beliefs guiding one's investing practices. Factors influencing one's investment philosophy include risk tolerance, investment goals, and personal beliefs about what guides markets. Investment philosophies may vary widely from each other. For example, when investing in securities, one investor may use technical analysis, which utilizes statistical information exclusively, while another may use fundamental analysis, which uses both quantitative and qualitative information. It is also called an investment strategy. See also: Naive diversification, Markowitz Portfolio Theory.
References in periodicals archive ?
In 2016, all of Takaud's own investment strategies showed growth, with the global growth investment strategy achieving a market-leading gain of 11.
Getting the investment strategy right over the next three to five years has never been more important.
Torto Wheaton Research, a business unit of CB Richard Ellis, is the premier provider of real estate forecasting and investment strategy services.
The first job is to figure out which customers to serve with an efficiency strategy and which to serve with an investment strategy.
Selecting an investment strategy that has a track record of success and then committing to it is a major part of investing successfully.
He's mapped out an investment strategy that carries a remarkable degree of risk for a company as conservative as GM.
The publication also serves as a guide to determine whether there are deficiencies in an investment strategy or process.
Represent reliance on a graph, chart, formula or device to determine investment strategy unless the advertisement discloses its limitations and difficulties.
For example, an investor should be able to change his investment strategy when (1) a significant change in market circumstances occurred from the time he initially established the account, (2) he changes the designated beneficiary of an account (as permitted under Sec.
The problem for successful executives is not finding a mutual fund for $2,500 but finding an investment strategy for $250,000.

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