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A Find Unmatched Query Compares Records in Two Related Tables

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A find unmatched query compares records in two related tables and displays the records found in both tables.


Definitions:

Portfolio

A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including mutual, exchange-traded, and closed funds.

Expected Return

The anticipated return on an investment, considering the probabilities of various outcomes.

Downside Risk

The potential loss that could occur in an investment due to adverse price movements.

Geometric Average Return

A method for calculating the average rate of return on an investment, which accounts for the effects of compound interest.

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