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Portfolio Management

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Filter:Portfolio Management

Category – Portfolio Management

Portfolio management involves the selection and oversight of a collection of investments to achieve specific financial goals. In trading, portfolio management includes deciding on asset allocation, risk tolerance, and investment strategies. Traders and fund managers use both active and passive management styles to maximize returns, minimize risk, and adjust for market conditions. Successful portfolio management requires constant monitoring, rebalancing, and adapting to changing market environments to maintain the desired risk-return profile.

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GROSS MARGIN

Gross margin is the difference between revenue and cost of goods sold (COGS) divided by revenue, expressed as a percentage.

HEDGE FUND

Hedge fund is an investment fund that engages in a wide range of activities to produce high returns for its investors.

PERFORMANCE RELATIVE TO GOALS

Performance Relative to Goals assesses how actual trading outcomes compare to predefined financial objectives. It helps track progress and adjust strategies to meet targets.

STAKING REWARDS YIELD

Staking Rewards Yield calculates the percentage yield earned from staking assets.

TRADER CONFIDENCE SCORE

Trader Confidence Score reflects the sentiment and confidence of individual traders.

PAIR CORRELATION COEFFICIENT

Pair Correlation Coefficient measures the correlation between price movements of two assets.

HIGH-WATER MARK

High-Water Mark identifies the highest portfolio value before a drawdown.

PERFORMANCE BY TRADE DIRECTION

Performance by Trade Direction evaluates the success of long (buy) and short (sell) trades separately. It helps identify which trading direction is more profitable and effective for the trader.

ACCRUED INTEREST

Accrued Interest is the interest that has accumulated on a bond since the last interest payment.

52-WEEK HIGH

52-Week High represents the highest price an asset has achieved in the past year, marking its peak performance.

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