Modern portfolio theory
Modern Portfolio Theory
Modern portfolio theory is an investment theory. It allows the investor to assemble an asset portfolio that wi...
Tag Archives: #return
03
Dec
Equity vs Fixed Income
Equity vs Fixed Income
If a person wants to generate income or appreciation in the future he acquires an asset known as investment. An...
09
Nov
Value v/s Growth Investing
Value v/s Growth Investing
Growth and value investing are two fundamental approaches, or styles, that are used in stock and stock mutua...
05
Nov
Alternative Investments
Alternative Investments
Investing is owning an asset or item with the intention of generating some income or appreciation in the value ...
20
Oct
Falling Knife
Falling Knife
Sharp drops in stocks seen during a week’s time are referred to as a ‘Falling knife”. It is a term used to describe a qui...
12
Oct
Efficient Frontier
Efficient Frontier
Efficient frontier or Portfolio frontier, a part of modern portfolio theory comprises efficient parts of the risk-re...
06
Oct
Expected Return
Expected Return
The expected return on financial investment is the expected value of its return. It is a measure of the center of the d...
16
Sep
Investment Policy Statement
Investment Policy Statement
An investment policy statement (IPS) is a document drafted between a portfolio manager and a client. It out...
13
Aug
Adjusted Beta
Adjusted Beta
The beta is a measure that shows how an individual asset moves when the overall stock market increases or decreases. Basi...
09
Aug
Sortino Ratio
Sortino Ratio
Often retail investors struggle to find the ‘right’ investment scheme which would match their financial requirement and ...
12