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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. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as the "average annual total return" for ...

  5. 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.

  6. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    The fact that all points on the linear efficient locus can be achieved by a combination of holdings of the risk-free asset and the tangency portfolio is known as the one mutual fund theorem, [12] where the mutual fund referred to is the tangency portfolio.

  7. ‘Financial Freedom’ author Grant Sabatier says there are 7 ...

    www.aol.com/finance/financial-freedom-author...

    Credible is an online marketplace where you can compare personal loan rates. You get offers from lenders near you all in one place so that you can make an informed decision to consolidate your debt.

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