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2. 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 ...

3. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   The portfolio performance was 4.60%, compared with a benchmark return of 2.40%. Thus the portfolio outperformed the benchmark by 220 basis points.The task of performance attribution is to explain the decisions that the portfolio manager took to generate this 220 basis points of value added.

4. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   The linear correlation between monthly index return series and the actual monthly actual return series was measured at 90.2%, with shared variance of 81.4%. Ibbotson concluded 1) that asset allocation explained 40% of the variation of returns across funds, and 2) that it explained virtually 100% of the level of fund returns.

5. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   Its vertical intercept represents a portfolio with 100% of holdings in the risk-free asset; the tangency with the hyperbola represents a portfolio with no risk-free holdings and 100% of assets held in the portfolio occurring at the tangency point; points between those points are portfolios containing positive amounts of both the risky tangency ...

6. Helping Investors Separate Signal From Noise - AOL

   www.aol.com/finance/helping-investors-separate...

   The percentages are maybe 1-3 percentage points higher for when you compare the performance of stocks to cash, but the bottom line is that the shorter your time frame, the more should play it safe ...

7. Merton's portfolio problem - Wikipedia

   en.wikipedia.org/wiki/Merton's_portfolio_problem

   Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice. An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility .