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Unit 2 — Recommendations & Strategies2.2 Portfolio Strategy & PerformanceOverview

2.2 Portfolio Strategy & Performance

4 topics in this chapter.

2.2.1 Diversification & the Rule of 1002.2.2 Active, Passive & Bond Strategies2.2.3 CAPM, MPT & Efficient Markets2.2.4 Sharpe, Total & Annualized Return

Map

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2.1.6 Financial & Non-Financial Client Data2.2.1 Diversification & the Rule of 100