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

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

   What is a 3-fund portfolio? A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds. The strategy is ...

3. Constant proportion portfolio insurance - Wikipedia

   en.wikipedia.org/wiki/Constant_proportion...

   Leverage may be employed by the investor depending on the multiplier value and the total portfolio value. Constant proportion portfolio investment (CPPI) is a trading strategy that allows an investor to maintain an exposure to the upside potential of a risky asset while providing a capital guarantee against downside risk.

4. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]

5. Markowitz model - Wikipedia

   en.wikipedia.org/wiki/Markowitz_model

   In the case that an investor has invested all their funds, additional funds can be borrowed at risk-free rate and a portfolio combination that lies on R 1 PX can be obtained. R 1 PX is known as the Capital Market Line (CML). This line represents the risk-return trade off in the capital market. The CML is an upward sloping line, which means that ...

6. Market portfolio - Wikipedia

   en.wikipedia.org/wiki/Market_portfolio

   Market portfolio is an investment portfolio that theoretically consisting of a weighted sum of every asset in the market, with weights in the proportions that they exist in the market, with the necessary assumption that these assets are infinitely divisible. [1] [2] The concept is related to asset allocation and has been critiqued by some ...

7. Simple Dietz method - Wikipedia

   en.wikipedia.org/wiki/Simple_Dietz_Method

   A refinement of the simple Dietz method is the modified Dietz method, [3] which takes available information on the actual timing of external flows into consideration. Like the modified Dietz method, the simple Dietz method is based on the assumption of a simple rate of return principle, unlike the internal rate of return method, which applies a ...