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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. 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 .

4. 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 ...

5. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   [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 asset, an investor can achieve any desired efficient portfolio even if ...

6. 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.

7. Sovereign wealth fund - Wikipedia

   en.wikipedia.org/wiki/Sovereign_wealth_fund

   A sovereign wealth fund (SWF), or sovereign investment fund, is a state-owned investment fund that invests in real and financial assets such as stocks, bonds, real estate, precious metals, or in alternative investments such as private equity funds or hedge funds. Sovereign wealth funds invest globally.