Managing Your Investments with Active and Passive Strategies

Jorge A. BetancourtUncategorized

What is active investing? Active investing (sometimes referred to as ‘active money management’) is a term that refers to portfolio management strategies where an investment advisor or mutual fund manager makes researched investment decisions that are designed to outperform a benchmark index (like the S&P 500 or Nasdaq). This is generally done using micro and macroeconomic analysis of an asset’s … Read More

What is asset allocation?

Jorge A. BetancourtUncategorized

Asset allocation is the process of systematically dividing an investor’s assets across different geographies and asset classes with an objective to balance risk and returns. Asset allocation is implemented by combining different asset classes. An asset class is a group of assets that demonstrate similar attributes and risk-return relationships. For example, stocks, bonds, real estate, and gold are considered separate … Read More