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2. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   For the main asset categories equities, real estate, non-government bonds, and government bonds they extend the period to 1959 until 2012. [19] Doeswijk, Lam and Swinkels (2019) show that the global market portfolio realizes a compounded real return of 4.45% per year with a standard deviation of 11.2% from 1960 until 2017.

3. What Kind of Return Can You Expect From an All-Bond Portfolio?

   www.aol.com/whats-average-return-bond-portfolio...

   Like all markets, bonds fluctuate. Your returns will be based on what you hold, when you buy it, tax treatment and other factors. While many choose to diversify their portfolios across stocks ...

4. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .

5. Bond market - Wikipedia

   en.wikipedia.org/wiki/Bond_market

   Bonds typically trade in $1,000 increments and are priced as a percentage of par value (100%). Many bonds have minimums imposed by the bond or the dealer. Typical sizes offered are increments of $10,000. For broker/dealers, however, anything smaller than a $100,000 trade is viewed as an "odd lot". Bonds typically pay interest at set intervals.

6. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   So in the absence of a risk-free asset, an investor can achieve any desired efficient portfolio even if all that is accessible is a pair of efficient mutual funds. If the location of the desired portfolio on the frontier is between the locations of the two mutual funds, both mutual funds will be held in positive quantities.

7. Index fund - Wikipedia

   en.wikipedia.org/wiki/Index_fund

   In addition it is usually impossible to precisely mirror the index as the models for sampling and mirroring, by their nature, cannot be 100% accurate. The difference between the index performance and the fund performance is called the "tracking error", or, colloquially, "jitter". Index funds are available from many investment managers.

8. JPMorgan EMBI - Wikipedia

   en.wikipedia.org/wiki/JPMorgan_EMBI

   The J.P.Morgan Emerging Markets Bond Index Global ("EMBI Global") tracks total returns for traded external debt instruments in the emerging markets, and is an expanded version of the JPMorgan EMBI+. As with the EMBI+, the EMBI Global includes U.S.dollar-denominated Brady bonds , loans, and Eurobonds with an outstanding face value of at least ...

9. Long-Term Capital Management - Wikipedia

   en.wikipedia.org/wiki/Long-Term_Capital_Management

   The master hedge fund, Long-Term Capital Portfolio L.P., collapsed soon thereafter, leading to an agreement on September 23, 1998, among 14 financial institutions for a $3.65 billion recapitalization under the supervision of the Federal Reserve. [1] The fund was liquidated and dissolved in early 2000. [5]