Glossary

Rebalancing is the process of adjusting a portfolio back to its target asset allocation after market movements cause the actual weights to drift away from plan.

Regulation is the set of rules and oversight applied to financial markets, brokers, and products, designed to promote fair conduct, transparency, and investor protection.

A long-term savings account designed to help individuals set aside money for retirement, often with special tax treatment and rules around contributions and withdrawals.

Return is the gain or loss on an investment over a period, usually shown as a percentage of the amount invested.

A formal statement that explains the potential losses and uncertainties tied to an investment product or service, so you can understand what you are getting into before committing money.

Risk tolerance is the degree of loss and price fluctuation an investor is willing and able to accept in pursuit of potential returns.

Rollover is the process of extending an open forex or CFD position past the daily cutoff, usually with an interest-based credit or charge applied for holding it overnight.