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2. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   Asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1] The focus is on the characteristics of the overall portfolio.

3. Post-modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Post-modern_portfolio_theory

   Simply stated, post-modern portfolio theory (PMPT) is an extension of the traditional modern portfolio theory (MPT) of Markowitz and Sharpe. Both theories provide analytical methods for rational investors to use diversification to optimize their investment portfolios. The essential difference between PMPT and MPT is that PMPT emphasizes the ...

4. Sharpe ratio - Wikipedia

   en.wikipedia.org/wiki/Sharpe_ratio

   Sharpe ratio. In finance, the Sharpe ratio (also known as the Sharpe index, the Sharpe measure, and the reward-to-variability ratio) measures the performance of an investment such as a security or portfolio compared to a risk-free asset, after adjusting for its risk. It is defined as the difference between the returns of the investment and the ...

5. 6 Different Types of Mutual Funds Explained - AOL

   www.aol.com/finance/6-different-types-mutual...

   There are six major types of mutual funds: stock funds, bond funds, money market funds, index funds, sector funds and balanced funds. Read on to learn about each type. 1. Equity Funds. Equity ...

6. Retirement plans in the United States - Wikipedia

   en.wikipedia.org/wiki/Retirement_plans_in_the...

   Retirement plans in the United States. Average balances of retirement accounts, for households having such accounts, exceed median net worth across all age groups. For those 65 and over, 11.6% of retirement accounts have balances of at least $1 million, more than twice that of the $407,581 average (shown). Those 65 and over have a median net ...

7. The US is considering a sovereign wealth fund. Alaska ... - AOL

   www.aol.com/us-considering-sovereign-wealth-fund...

   Alaska's Permanent Fund, once funded by oil extraction, is now funded through investment returns, allowing it to disperse checks to Alaska residents. The US is considering a sovereign wealth fund.