Series 65 Investment Advisor Representative Prep Exam Portfolio Management EXPLICATION

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Time stamps:
1:55 Strategic asset allocation
3:30 Tactical asset allocation
4:44 Growth
6:57 Value
8:00 Income
9:22 Diversification
11:15 Sector rotation
12:22 Dollar cost averaging
14:33 Puts and calls
22:50 Leveraging using options or margin account
25:25 Volatility management using options or reducing exposure
Category
Management
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