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Bogey Portfolio
A benchmark or target portfolio with which the performance of an investment portfolio is compared.
Managed Portfolio
A collection of investments overseen by a financial professional who makes buy and sell decisions.
Modigliani M2
A measure of the risk-adjusted return of a financial portfolio, modified by Franco Modigliani for different levels of risk.
Rank Portfolios
The process of organizing investment portfolios in order of performance, risk, or any other relevant criteria.
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