Posts by Urvi Surti
Aggressive Investment Strategy
Aggressive Investment Strategy
A set of rules, behaviors or procedures, designed to guide an investor’s selection of an investment port...
Asset Allocation Fund
Asset Allocation Fund
An investment strategy that balances the risk and rewards of an individual’s portfolio by apportioning it to othe...
Dollar Duration (DV01)
Dollar Duration (DV01)
What is DV01 (Dollar Duration)?
A bond analysis method that helps an investor ascertain the sensitivity of t...
Central Limit Theorem (CLT)?
What is the Central Limit Theorem (CLT)?
Central Limit Theorem is a probability theory which states that the distribution of the sample...
Mark to Market
What is Mark to market?
Introduction:
Mark to market refers to a system of valuing assets, securities, portfolios or accounts by the m...
Difference Between ETF and Mutual Funds
Difference Between ETF and Mutual Funds
Introduction
Mutual funds and ETF offer investors pooled investment product options. Both the ...
Interest rate collar
Interest rate collar
An option strategy that limits the range of possibility of positive or negative returns on an underlying asset is ...
Line of Best Fit
Line of Best Fit
A trendline or a Line of best fit is an educated guess as to where a linear equation will fall in a data set plotted o...
What Is a Market Proxy?
What Is a Market Proxy?
A proxy is a group of stock in a particular class and a combination of their performances into an index for ana...
What is Kurtosis?
What is Kurtosis?
Kurtosis is a quantitative indicator that defines the extent to which outcomes are clustered in a frequency distribut...