Examlex
An individual is considered to materially participate in an activity if any of the following tests are met with the exception of
World Equities
Refers to stocks and equity securities from companies around the globe, allowing investors to diversify their portfolio internationally.
Home Bias
The tendency of investors to allocate a greater share of their portfolios to domestic securities than would be the case under neutral diversification.
Overweight Investments
An investment strategy where a portfolio holds a higher percentage of a particular security or sector than the benchmark against which it is compared.
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