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

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

   How the 3-fund portfolio gives investors diversification at a low cost. ... One simple formula to determine the percentage of your portfolio to hold in stocks is to subtract your age from 100 (100 ...

3. 8 Pro-Approved Portfolio Management Software For Investors

   www.aol.com/8-pro-approved-portfolio-management...

   Continue reading → The post 8 Best Portfolio Management Software appeared first on SmartAsset Blog. Whether you're an individual investor or a portfolio manager, the right portfolio management ...

4. Post-modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Post-modern_portfolio_theory

   The result was an asset allocation model that PRI licensed Brian Rom to market in 1988. Mr. Rom coined the term PMPT and began using it to market portfolio optimization and performance measurement software developed by his company. These systems were built on the PRI downside- risk algorithms.

5. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   Portfolio return is the proportion-weighted combination of the constituent assets' returns. Portfolio return volatility is a function of the correlations ρ ij of the component assets, for all asset pairs (i, j). The volatility gives insight into the risk which is associated with the investment.

6. Conservative Formula Investing - Wikipedia

   en.wikipedia.org/wiki/Conservative_Formula_Investing

   The Conservative Formula has also been applied to international markets, where it generated annualized returns of 15.4% in Europe versus 7.4% for the market, and annualized gains of 9.6% in Japan compared to 0.3% for the market, both for the period January 1986 to December 2016.

7. 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,

8. Are You Rich? Here's What Americans Think You Need To Be ...

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   Many are using retirement income calculators to check if they’re ... about the figures in your bank account or investment portfolio; it's also about how you perceive and use your resources ...

9. 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 .