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1.
What is a total-return approach in which a retiree segments a portfolio based on when the retiree expects to need the money?
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Bucketing.
2.
If you find yourself following the crowd in your investment choices, you are doing what kind of practice?
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Behavioral finance. Behavioral finance covers a number of psychological practices that tend to be at odds with the mathematical approach of various investing theories.
3.
What investment theory says that you can limit your volatility by spreading your risk among different types of investments?
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Modern Portfolio Theory.
4.
Favoring smaller companies over larger ones is an example of ______.
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Factor investing.
5.
What practice is related to tax planning?
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Asset location.