Series 66 Portfolio Management Explained 📊
Learn key concepts like strategic/tactical allocation, growth, value, income, diversification, and sector rotation in Series 66 prep.
Series 7 Guru
8.7K views • Dec 22, 2021
About this video
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
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
Video Information
Views
8.7K
Likes
187
Duration
27:52
Published
Dec 22, 2021
User Reviews
4.6
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