Growth Investing

The strategy of dividing an investment portfolio among different asset categories such as stocks, bonds, and cash to balance risk and reward based on an investor's goals and risk tolerance.

Running a trading or allocation strategy against historical data to estimate how it would have performed.

Investing a fixed amount at regular intervals so more shares are bought when prices are low and fewer when high.

A durable competitive advantage brand, scale, switching costs that protects a company's profits from rivals.

Valuing a security by studying financial statements, competitive position, and economic conditions.

Periodically trimming winners and topping up laggards to restore a portfolio's target asset weights.