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2. Financial statement analysis - Wikipedia

   en.wikipedia.org/wiki/Financial_statement_analysis

   Financial statement analysis (or just financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement , balance sheet , statement of cash flows , notes to accounts and a statement of changes in equity (if ...

3. Portfolio (finance) - Wikipedia

   en.wikipedia.org/wiki/Portfolio_(finance)

   The term "portfolio" refers to any combination of financial assets such as stocks, bonds and cash. Portfolios may be held by individual investors or managed by financial professionals, hedge funds, banks and other financial institutions. It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance ...

4. SEC filing - Wikipedia

   en.wikipedia.org/wiki/SEC_filing

   SEC filing. Securities and Exchange Commission (SEC) logo. The SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make regular SEC filings.

5. I’m a Financial Planning Expert: How To Develop a Portfolio ...

   www.aol.com/m-financial-planning-expert-develop...

   Johnson shared that a popular strategy to create income in retirement is to assemble a portfolio of high-quality dividend paying stocks, essentially creating an equity portfolio that is annuity-like.

6. 10 Ways To Diversify Your Portfolio Even If You Don’t Have a ...

   www.aol.com/10-ways-diversify-portfolio-even...

   For example, a well-diversified investment portfolio might consist of large- and small-cap stocks, international stocks and bonds, commodities and various income investments, like preferred and/or ...

7. Fund accounting - Wikipedia

   en.wikipedia.org/wiki/Fund_accounting

   Fund accounting is an accounting system for recording resources whose use has been limited by the donor, grant authority, governing agency, or other individuals or organisations or by law. [ 1] It emphasizes accountability rather than profitability, and is used by Nonprofit organizations and by governments. In this method, a fund consists of a ...