STRUCTURED LEARNING FOR YOUR NEXT STEP

Diversification explained.

Spreading exposure across investments and risk sources. It can reduce concentration but cannot remove market risk or guarantee that a portfolio will avoid losses.

Planning

Diversification

Spreading exposure across investments and risk sources. It can reduce concentration but cannot remove market risk or guarantee that a portfolio will avoid losses.

Example: A practice portfolio examines sectors, regions, and asset categories.

Watch for: Counting symbols without looking at what drives their value.

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