When.com Web Search

Search results

1. Results From The WOW.Com Content Network

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. Portfolio (finance) - Wikipedia

   en.wikipedia.org/wiki/Portfolio_(finance)

   The monetary value of each asset may influence the risk/reward ratio of the portfolio. When determining asset allocation, the aim is to maximise the expected return and minimise the risk. This is an example of a multi-objective optimization problem : many efficient solutions are available and the preferred solution must be selected by ...

4. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   The assets in financial portfolios are, for practical purposes, continuously divisible while portfolios of projects are "lumpy". For example, while we can compute that the optimal portfolio position for 3 stocks is, say, 44%, 35%, 21%, the optimal position for a project portfolio may not allow us to simply change the amount spent on a project.

5. Rate of return on a portfolio - Wikipedia

   en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

   The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.

6. 3 Things You Must Do When Your Investment Portfolio Declines ...

   www.aol.com/finance/3-things-must-investment...

   Choose investment vehicles: Select specific investments, such as individual stocks, mutual funds or exchange-traded funds (ETFs), that align with your asset allocation and risk tolerance.

7. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   Doeswijk, Lam and Swinkels (2014) argue that the portfolio of the average investor contains important information for strategic asset allocation purposes. This portfolio shows the relative value of all assets according to the market crowd, which one could interpret as a benchmark or the optimal portfolio for the average investor. The authors ...

8. Constant proportion portfolio insurance - Wikipedia

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

   CPPI portfolios move more portfolio value to the risky asset as the distance between the portfolio value and the floor increases. As the total value of the portfolio decreases, less of the portfolio is allocated to the risky asset. Leverage may be employed by the investor depending on the multiplier value and the total portfolio value.

9. Modified Dietz method - Wikipedia

   en.wikipedia.org/wiki/Modified_Dietz_method

   The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...