Balanced capital allocation is the foundation of financial stability. The answer to the question of what can be included in an investment portfolio not only determines the potential return but also the level of risk that an investor is willing to tolerate. The mistaken belief that a case is simply stocks and bonds has long …
Financial markets are constantly moving. Asset prices change, portfolio relationships distort. The initial structure no longer reflects the original goals. It is in these moments that the key management mechanism is activated – portfolio rebalancing. The process of adjusting assets maintains a balance between return and risk. Without regular review, the capital structure deviates from …
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