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  2. 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.

  3. 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.

  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

    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 ...

  6. Bond credit rating - Wikipedia

    en.wikipedia.org/wiki/Bond_credit_rating

    The credit rating is a financial indicator to potential investors of debt securities such as bonds.These are assigned by credit rating agencies such as Moody's, Standard & Poor's, and Fitch, which publish code designations (such as AAA, B, CC) to express their assessment of the risk quality of a bond.

  7. Nu (NU) Q4 2024 Earnings Call Transcript - AOL

    www.aol.com/nu-nu-q4-2024-earnings-044512989.html

    And as shown on the right-hand chart, we maintained a robust provision coverage level of more than 200% over 90-plus balances of our renegotiated portfolio, underscoring our prudent risk ...

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