Home > Portfolio Management: Strategies & styles
   

EXPERT GUIDANCE

Industry experts give you a thorough grounding in investing concepts and strategies.
Gail DudackUnderstanding
investment strategies
With Gail Dudack, Managing Director, Dudack Research Group
Printable Version
Jeffrey RosensweigThe global portfolioWith Jeffrey Rosensweig of Goizueta Business School, Emory University
Printable PDF
ABOUT THE EXPERTS
 

FROM YOUR PERSPECTIVE

Get insights for your specific investment needs.
Identifying an investment strategy One of your first steps as an investor is choosing a strategy to help meet your financial goals.
Printable PDF
Understanding cost basis You'll need to know your cost basis before you can figure your profit or loss in a taxable investment account.
Printable PDF

Strategies & styles

Your strategy is your roadmap for how you invest — which investments you choose, how you buy, and how long you hold them before you sell.

The strategy that’s right for you will depend on your investing style, for instance, whether you’re a risk-averse — or conservative — investor, a moderate investor, or an aggressive investor who’s willing to take considerable risk to earn a greater than average return.

As your financial goals change over time, your investing style may change — and so should your strategies.

Investment strategies

The right strategy depends on your risk tolerance, your goals, and your time frame to meet them.

Investing styles

What's your investing style? Reconciling your goals and tolerance for risk is crucial to success.
Related topics

Asset allocation

Investing in different types of assets — such as stocks, bonds, and cash — can help you maximize gains while minimizing risks.

Diversification

Diversification means finding the right mix of investments to cushion your portfolio against market downturns.
   

International investing

With almost 60% of the world’s capital outside the U.S., international investments are an increasingly important part of most investors’ diversification strategy.

Leverage

From buying a home to buying stocks on margin, using leverage can give you more purchasing power.
   

Sector investing

Investing in different sectors — or groups of companies in similar businesses — can help you diversify your portfolio.
 

 

GAMES & QUIZZES

Clear the
Board!
Investing
essentials
Tax time
quiz
Investor Challenge
Try out your investing
skills — without the risk
— with a hypothetical,
real-time $100,000 stock
and mutual fund portfolio.
Start now
 
Learn more
MORE GAMES & QUIZZES




 
DICTIONARY OF FINANCIAL TERMS

 

 
Copyright | Contact Us | Link to Us | About Us | Partners | Privacy | Site Map