Podcast Episodes
Back to Search![[Investment] 16, Modern Portfolio Theory](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
[Investment] 16, Modern Portfolio Theory
Focuses on maximizing returns for a given risk level, using concepts like the efficient frontier. --
The CFP Exam is known for its difficulty, and as …
10 months, 3 weeks ago
[Investment] 15, Systematic vs. Unsystematic Risk
Systematic risk is market-wide and undiversifiable; unsystematic risk is firm-specific and diversifiable. --
The CFP Exam is known for its difficulty,…
10 months, 3 weeks ago
[Investment] 30, Options
Derivative securities providing the right to buy (call) or sell (put) an asset at a specified price. --
The CFP Exam is known for its difficulty, and …
10 months, 3 weeks ago
[Investment] 11, Standard Deviation
Measures total risk of a portfolio, indicating volatility and risk level. --
The CFP Exam is known for its difficulty, and as I embark on this learnin…
10 months, 3 weeks ago
[Investment] 12, Coefficient of Variation
Assesses risk per unit of return, useful for comparing investments with different returns. --
The CFP Exam is known for its difficulty, and as I embar…
10 months, 3 weeks ago
[Investment] 29, Investment Companies
Include open-end, closed-end, and unit investment trusts, each with unique characteristics. --
The CFP Exam is known for its difficulty, and as I emba…
10 months, 3 weeks ago
[Investment] 3, Margin Requirements
Initial margin is the equity needed to start a trade; maintenance margin is the minimum equity to avoid a margin call. --
The CFP Exam is known for it…
11 months, 1 week ago
[Investment] 4, Research Reports
Value Line ranks stocks, while Morningstar ranks mutual funds and stocks, aiding investment decisions. --
The CFP Exam is known for its difficulty, an…
11 months, 1 week ago
[Investment] 1, Investment Options
Includes stocks, bonds, derivatives, and pooled investments, each offering different risk and return profiles. --
The CFP Exam is known for its diffic…
11 months, 1 week ago
[Investment] 2, Short-Selling
Involves selling borrowed stocks hoping to buy them back at a lower price, requiring a margin account. --
The CFP Exam is known for its difficulty, an…
11 months, 1 week ago