3 key elements invt strategy
~~> identifiable goal, a method to attain a goal, the competencies
and resources to sustain the strategy
What is the difference between investment strategy and investment policy?
~~> investment policy sets forth the financial goals of the client,
invest...
How does the efficient market hypothesis support the argument for a buy
and hold strategy
✓ ~~> the efficient market hypothesis holds that current market prices
reflet all the available info about issuers and the future expectations of
their investors; therefore, attempts to invest in undervalued securities,
with the inherent buying of undervalue securities and selling
overvalued securities, iscostly and a waste of time.
For each of the following economic stages, list the industries that are
expected to do well.
✓ ~~> expansion: early stage (consumer credit, transportation, energy,
and consumer cyclicals), expansion: middle stage (basic materials),
expansion: late stages (capital goods), recession (consumer staples
and utilities)
Define sector rotation
✓ ~~> a timing strategy that shifts portfolio assests from one sector of
the economy to another in anticipation of broad-based economic
developments
Describe the following technical indicators used by contrarians
Master01 | September, 2024/2025 | Latest update
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