Portfolio Investment

Portfolio Strategy Selection

The key stage in the formation of an investment portfolio is the choice of a portfolio strategy. Portfolio strategies are usually divided into passive and active. Let's consider the main substrategies of these major two ones. It is generally accepted that the passive strategy is followed by investors who believe that the market is efficient.

What are the Decision-making Models When Using Active Strategies?

When forming a portfolio, an investor should determine in what proportions to include assets of various classes, for example, stocks of large companies, stocks of small companies, short-term bonds, long-term bonds, foreign stocks, foreign bonds, etc.