1. A good portfolio would involve a lot of variety and diversity. It could be noted that portfolio diversification which implies picking a range of assets will help to minimize your risks while maximizing your potential returns. Typically, a good investment portfolio generally includes a range of blueRead more

    A good portfolio would involve a lot of variety and diversity. It could be noted that portfolio diversification which implies picking a range of assets will help to minimize your risks while maximizing your potential returns. Typically, a good investment portfolio generally includes a range of blue chip and potential growth stocks, as well as other investments like bonds, index funds and bank accounts.

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  2. There are three major categories of portfolio: 1.Assessment Portfolio: The basic and vital goal of assessment portfolios is to list and showcase one’s achievements and skills, so the employer could decide whether they are competent for the job applied to or not. Although students can also use theseRead more

    There are three major categories of portfolio:
    1.Assessment Portfolio: The basic and vital goal of assessment portfolios is to list and showcase one’s achievements and skills, so the employer could decide whether they are competent for the job applied to or not. Although students can also use these assessment portfolios to document their success in respective areas of interest.
    2.Working Portfolio: Generally, a working portfolio should demonstrate the owner’s growth and development. This kind of portfolio typically showcases both works in progress and work that’s already been finished. Working portfolios are frequently updated and should always be organized due to the high volume of information they contain.
    3.Showcase Portfolio: At last, showcase portfolios are one of the most frequently used portfolios because they showcase one’s best work. A showcase portfolio demonstrates a sense of achievement and success because it highlights one’s greatest accomplishments. It may be maintained from year to year, with new pieces added each year, documenting growth over time.

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  3. A portfolio is pivotal for any investor to be successful and there are few steps which can help you do ii better. Firstly, you need to determine the right asset allocation and arrangement for your investment goals and risk tolerance. To examine your portfolio's actual asset allocation, quantitativelRead more

    A portfolio is pivotal for any investor to be successful and there are few steps which can help you do ii better. Firstly, you need to determine the right asset allocation and arrangement for your investment goals and risk tolerance. To examine your portfolio’s actual asset allocation, quantitatively categorize the investments and determine their values’ proportion to the whole. One done with that you shall pick the individual assets to be put in your portfolio.Thirdly, monitor the diversification of your portfolio, checking to see how weightings have changed. Lastly you may make adjustments when necessary, analyzing which underweighted securities to buy with the proceeds from selling the overweighted securities.

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  4. According to Wikipedia, "In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual." Broadly speaking a portfolio can be termed as a group of financial assets like stocks, bonds, commodities, currencies and cash equivalents,Read more

    According to Wikipedia, “In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual.”
    Broadly speaking a portfolio can be termed as a group of financial assets like stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. It can also consist of non-publicly tradable securities, like art, real estate, etc. Money market accounts make full use of this concept to function properly.

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  5. If you are anticipating a high amount of tax on your windfall gain, then there are ways to avoid it, but before you get started with it research the taxes you might owe to the IRS on that sum. Note that if it's a big amount, there are ways to help lower it. They are few things you can try to do withRead more

    If you are anticipating a high amount of tax on your windfall gain, then there are ways to avoid it, but before you get started with it research the taxes you might owe to the IRS on that sum. Note that if it’s a big amount, there are ways to help lower it. They are few things you can try to do with that extra cash to reduce the tax amount. Pension is considered as one of the best ways to cut taxes, although using a pension to minimize taxes works only if the windfall is earned income not through other sources like a lottery. Next, creating a captive insurance company is an advanced strategy that requires having the right tax and legal team, but the rewards can be worth the cost. Other ways are to fund an IRA, health spending account, or another qualified retirement plan.

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  6. As you may know a windfall tax is a surtax imposed by governments on businesses or economic sectors that have benefited from economic expansion. There are many provisions in regard with this and calculation of windfall tax will depend on a lot of cases, like what was your windfall gain, what's the pRead more

    As you may know a windfall tax is a surtax imposed by governments on businesses or economic sectors that have benefited from economic expansion. There are many provisions in regard with this and calculation of windfall tax will depend on a lot of cases, like what was your windfall gain, what’s the position of economy and various other factors. To understand the computation of this tax, you can work through the case study mentioned on the link below to get a better understanding.
    https://www.researchgate.net/publication/326913417_THE_DYNAMICS_OF_WINDFALL_TAXATION_SYSTEM

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  7. Usually windfall is regarded to a type of profit and is called a windfall gain or windfall profit which is further described as any kind of unusually high or abundant income that is sudden and unexpected. In businesses and companies this can lead to high profits and can also settle them to pay someRead more

    Usually windfall is regarded to a type of profit and is called a windfall gain or windfall profit which is further described as any kind of unusually high or abundant income that is sudden and unexpected. In businesses and companies this can lead to high profits and can also settle them to pay some tax on it. This kind of windfall gain is often the result of an inheritance, lawsuit settlement, property sale, salary bonus, or even a winning lottery ticket.

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  8. According to a definition, windfall tax can be explained as, "a tax levied on an unforeseen or unexpectedly large profit, especially one regarded to be excessive or unfairly obtained." Broadly speaking, a windfall tax is a charge or surtax levied by governments against certain industries when theseRead more

    According to a definition, windfall tax can be explained as, “a tax levied on an unforeseen or unexpectedly large profit, especially one regarded to be excessive or unfairly obtained.” Broadly speaking, a windfall tax is a charge or surtax levied by governments against certain industries when these industries experience above-average profits due to economic expansion. Windfall taxes are generally imposed on companies in the targeted industry that have benefited the most from the economic windfall, most often commodity-based businesses.

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  9. The AER is the rate an investor can expect to earn from an investment after compounding the interest annually. In order to calculate the AER, you need to firstly, divide the gross interest rate by the number of times a year that interest is paid and then add one. After this whatever result comes putRead more

    The AER is the rate an investor can expect to earn from an investment after compounding the interest annually. In order to calculate the AER, you need to firstly, divide the gross interest rate by the number of times a year that interest is paid and then add one. After this whatever result comes put it in the power to the number of times a year that interest is paid. Lastly, subtract one from the final result and you will get the AER. The formula of AER is : (1+r/n)^n) -1
    Please watch the video below to understand it through an example.

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  10. That's not always same for all the cases. It would depend upon a particular kind of investment and how they choose to pay interest. Although this could be noted that if interest rate is paid annually then there would be no difference in gross interest rate and AER as AER is compounded annually. If tRead more

    That’s not always same for all the cases. It would depend upon a particular kind of investment and how they choose to pay interest. Although this could be noted that if interest rate is paid annually then there would be no difference in gross interest rate and AER as AER is compounded annually. If the interest raid is paid monthly or quarterly, then AER would definitely be greater than AER by some a few point percentage.

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