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PORTFOLIO MANAGEMENT

Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.

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PORTFOLIO MANAGEMENT

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  1. FINANCE AND INVESTMENT PLANNING Make us your Financial Advisory for  Financial and Investment Planning  It May Be Time for a Financial Checkup  Safeguard Your Digital Estate RE: Retirement planning https://www.activefinancialgroup.com/

  2. How We Work Portfolio Management Customization: Portfolio management involves building and overseeing a selection of investments that will meet the long-term financialgoals and risk toleranceof an investor.

  3. Active portfolio management Active requires strategically buying and selling stocks and other assets in an effortto beat the broader market. Investors who implement an active management approach managers or brokers to buy and sell stocks in an attempt to outperform a specific index, such as the Standard & Poor's 500 Index or the Russell 1000 Index. portfolio management use fund

  4. Active portfolio management An actively managed investment fund has an individual portfolio manager, co-managers, or a team of managers actively investment decisions for the fund. The success of an actively managed fund depends on a combination of in-depth research, forecasting, and the expertise of the portfolio manager or management team. Portfolio managers engaged in active investing pay close attention to market trends, shifts in the economy, changes to the political landscape, and news that affects companies. making market

  5. Passive portfolio management Passive seeks to match the returns of the market by mimicking the makeup of a particularindex or indexes. Passive portfolio management, also referred to as management, aims to duplicate the return of a particular market index or benchmark. Managers buy the same stocks that are listed on the index, using the same weighting that they represent in the index. portfolio management index fund

  6. Passive portfolio management A structured as an exchange-traded fund (ETF), a mutual fund, or a unit investment trust. Index funds are branded as passively managed because each has a portfolio manager whose job is to replicate the index rather than select the assets purchased or sold. The management fees assessed on passive portfolios or funds are typically far lower thanactive management strategies. Having the Right Financial Advisor will have you saving more for Retirement planning. Let AFG be your advisor of choice. AFG give you that personal touch who truly cares for you financialwellbeing. The right financial advisor can help you reach your long-term financialgoals. passive strategy portfolio can be

  7. Key Elements of Portfolio Management Asset Allocation The key to effective portfolio management is the long-term mix of assets. Generally, that means stocks, bonds, and "cash" such as certificates of deposit. There are others, often referred to as alternative investments, such as real estate, commodities, and derivatives. Asset allocation is understanding that different types of assets do not move in concert, and some are more volatile than others. A mix of assets provides balance and protects against risk. based on the

  8. Key Elements of Portfolio Management Rebalancing Rebalancing is used to return a portfolio to its original target allocation at regular intervals, usually annually. This is done to reinstate the original asset mix when the movements of the markets force it out of kilter. For example, a portfolio that starts out with a 70% equity and 30% fixed-income allocation could, after an extended market rally, shift to an 80/20 allocation. The investor has made a good profit, but the portfolio now has more risk than the investor can tolerate. Rebalancing generally involves selling high-priced securities and putting that money to work in lower-priced and out-of-favorsecurities.

  9. Active Financial Group Website: https://www.activefinancialgroup.com/ Office One Address: 1300 Ridenour Blvd, NW Suite 221, Kennesaw, GA 30152 Email: team@activefinancialgroup.com Phone No: (678) 574-0080 Office Two Address: 2207 Spalding Drive, Atlanta,GA 30350 Email: Cstefan@activefinancialgroup.com Phone No: (770) 797-5788 Let Active Financial Group be your chosen choice for your financialfuture. Give us a call today!

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