Model Portfolio
A predefined asset-allocation recipe (like 60/40 or the Golden Butterfly) with historical backing. An excellent starting point for anyone who does not want to reinvent the wheel.
Rebalancing
Restoring the portfolio to its target mix when markets drift it. Sell what rose, buy what fell — a discipline that adds return and reduces risk.
Category
Investment Products
Hebrew
איזון תיק
English
Rebalancing
Related terms
Asset Allocation
Splitting the portfolio among equities, bonds, cash, and other assets. Research shows it explains most of a portfolio's risk and return — more than picking individual securities.
All terms in this category
Index FundETF (Exchange-Traded Fund)Irish UCITS ETFExpense Ratio (TER)Mutual FundBondDividendAccumulating ETFModel PortfolioEmergency Fund
The Execution Arm
See this concept in action?
FixYourFI explains the foundation — Tickerio executes: stock research, fundamental analysis, and GEMS scoring for picking securities.