Financial Terms and Formulas Flashcards
1
Q
Define
Wealth
as a formula
A
Financial assets + real assets - debt
2
Q
Define
Financial assets
A
stocks, bonds, etc.
3
Q
Define
Real assets
A
homes, land, etc.
4
Q
List
The portfolio types
A
- Hybrid portfolio
- Aggressive portfolio
- Defensive portfolio
- Income portfolio
- Speculative portfolio
5
Q
List
The portfolio management types
A
- Active
- Passive
- Discretionary
- Non-discretionary
