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2. 3-fund portfolio: What it is and how it works

   www.aol.com/finance/3-fund-portfolio-works...

   One simple formula to determine the percentage of your portfolio to hold in stocks is to subtract your age from 100 (100 – age = amount in stocks). ... Pros and cons of a 3-fund portfolio Pros ...

3. Simple Dietz method - Wikipedia

   en.wikipedia.org/wiki/Simple_Dietz_Method

   The simple Dietz method [1] is a means of measuring historical investment portfolio performance, compensating for external flows into/out of the portfolio during the period. [2] The formula for the simple Dietz return is as follows: = + / where is the portfolio rate of return,

4. Modified Dietz method - Wikipedia

   en.wikipedia.org/wiki/Modified_Dietz_method

   The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...

5. Rate of return on a portfolio - Wikipedia

   en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

   The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.

6. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   One key result of the above analysis is the two mutual fund theorem. [12] [13] This theorem states that any portfolio on the efficient frontier can be generated by holding a combination of any two given portfolios on the frontier; the latter two given portfolios are the "mutual funds" in the theorem's name. So in the absence of a risk-free ...

7. Time-weighted return - Wikipedia

   en.wikipedia.org/wiki/Time-weighted_return

   Suppose an investor transfers $500 into a portfolio at the beginning of Year 1, and another $1,000 at the beginning of Year 2, and the portfolio has a total value of $1,500 at the end of the Year 2. The net gain over the two-year period is zero, so intuitively, we might expect that the return over the whole 2-year period to be 0% (which is ...