Portfolio analysis – it is a systematic way to analyze the products and services that make up an association’s business portfolio . All associations (expect the simplest and smallest ) are involved in more than one business .
Meaning of portfolio – A grouping of financial assets such as stocks , bonds , and cash equivalents as well as their mutual , exchange , traded and closed fund counter parts ..
Sharp Index – sharp index in financial is also known as sharp ratio or sharp measure and the reward – to– variability ratio is a way to examine the performance of an investment by adjusting for its risk ..
The sharp ratio characteristic how well the return of an asset components the investor for the risk taken , comparing 2 assets with common benchmark ..
Markowitz Theory – This theory is known as modern portfolio theory ( MPT) . A theory on how risk–averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that risk is an inherent part of higher reward ..
Also called portfolio management theory …
Found by Harry Markowitz in 1952
Steps of portfolio construction –
Security valuation
Assets Allocation
Portfolio optimization
Performance measurement
Meaning of portfolio – A grouping of financial assets such as stocks , bonds , and cash equivalents as well as their mutual , exchange , traded and closed fund counter parts ..
Sharp Index – sharp index in financial is also known as sharp ratio or sharp measure and the reward – to– variability ratio is a way to examine the performance of an investment by adjusting for its risk ..
The sharp ratio characteristic how well the return of an asset components the investor for the risk taken , comparing 2 assets with common benchmark ..
Markowitz Theory – This theory is known as modern portfolio theory ( MPT) . A theory on how risk–averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that risk is an inherent part of higher reward ..
Also called portfolio management theory …
Found by Harry Markowitz in 1952
Steps of portfolio construction –
Security valuation
Assets Allocation
Portfolio optimization
Performance measurement
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