Examlex
The average daily balance is the same as the average balance.
Return Requirements
The minimum level of income or profit desired by an investor from their investments.
Risk Tolerance
An investor's ability or willingness to endure market volatility and bear the risk of losing money.
Asset Allocation
The strategy of dividing an investment portfolio across various asset categories, such as stocks, bonds, and cash to optimize risk and return.
Efficient Portfolio Frontier
A curve representing the set of portfolios that offer the highest expected return for a given level of risk or the lowest risk for a given level of expected return.
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