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Demystifying the Magic of Modern Portfolio Theory
Is it possible to fix the expected return of an investment portfolio and, at the same time, reduce risk? The answer is yes! You can do that just by mixing other risky assets to the portfolio.
Portfolio Performance: Into The Rabbit Hole (Part 1)
What’s your portfolio return? Is it enough for the level of risk you are taking? How diversified is your portfolio? Most investors have a hard time answering these questions!
Portfolio Performance: The Perils Of The Path (Part 2)
There is an aspect of portfolio performance that we need to address. It is the elephant in the room, that we’ve been avoiding!
Portfolio Performance: Help Along The Way (Part 3)
Understanding the concepts and knowing formulas is one thing, having to do all the work is another. Wouldn’t it be nice to get some help along the way?
Finance Theory: Risk and Return (Part 1)
Let's explore finance research over the past few decades and get a better understanding of risk, return, and asset allocation decisions.
Finance Theory: Assets and Portfolios (Part 2)
We'll discuss how we can compare assets based on mean return and volatility, and more importantly, what happens when we start adding assets into a portfolio.
Finance Theory: Diversification (Part 3)
How can we diversify a portfolio? Is there a limit to diversification? To answer these questions, let's take a detailed look into the risk metric.
Finance Theory: Tangency Portfolio (Part 4)
We've discussed the significance of the Tangency portfolio and why it's the preferred choice for rational investors, but what is the Tangency portfolio in practice?
Finance Theory: Pricing Assets (Part 5)
In this article, we'll delve deeper into asset pricing models, such as the Capital Asset Pricing Model (CAPM) and other multi-risk factor models.
Finance Theory: Market Efficiency (Part 6)
Let's tackle the hard to settle discussion of whether the market is efficient. A debate that has split finance scholars into rational and behavioral schools of thought.
Finance Theory: Key Takeaways (Part 7)
In this concluding article, we'll go over the key takeaways from the theories we've discussed and demonstrate how these insights can empower us to become better investors.