Series 7 Exam Prep 80, Diversification, Correlation, and Asset Allocation
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Why owning many stocks in the same sector isn't true diversification and how the Series 7 tests this concept. - How to use correlation, from -1 to +1, to select assets that maximize diversification benefits. - The critical distinction between unsystematic…
The skinny
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