Major Types of Return Measures- For the purpose of portfolio construction, the financial assets are primarily looked at from the per...
COURSE
Portfolio Risk and Return - Part 1
This course is a part of CFA Level I study material.
Course Downloads
Study Notes for CFA Level I - Portfolio Risk and Return: Part I
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- For investments, the Holding Period Return (HPR) refers to the total return earned from an investmen...
- This video by Arif Irfanullah provides a very clear conceptual understanding of the portfolio risk a...
- This video by Arif Irfanullah provides a very clear conceptual understanding of the portfolio risk a...
- While calculating the returns on financial assets, we will often look at the returns from multiple h...
- In the previous article, we learned about [arithmetic returns and geometric returns](https://finance...
- When we make investments, we invest our money in different assets and earn returns for different per...
- We have learned about how to [calculate the returns](https://financetrain.com/major-types-of-return-...
- In an investment management company such as a mutual fund, you will come across two types of returns...
- We have looked at a [variety of return measures](https://financetrain.com/major-types-of-return-meas...
- While calculating the returns on an investment, what we directly observe is the nominal returns. The...
- After discussing the [calculation of returns](https://financetrain.com/major-types-of-return-measure...
- We learned about how to calculate the standard deviation of a single asset. Let’s now look at how to...
- We learned that the calculation of risk for a portfolio of two assets is not straight forward as we ...
- In this article, we will look at how [correlation](https://financetrain.com/correlation-and-covarian...
- We have seen that different asset classes such as bonds, stocks, and commodities provide different l...
- In the previous article we learned that different investors exhibit different levels of risk aversio...
- We know that an investor can combine many risky assets to create a portfolio with lower risks. By va...
- In the previous articles, we learned that an investor can invest in a combination of risk-free asset...
- In this article, we will learn how to compute the risk and return of a portfolio of assets. Let’s st...
LESSONS
How to Calculate the Holding Period Returns
Portfolio Risk & Return - Part 1A - Video
Portfolio Risk & Return - Part 1B - Video
Arithmetic Returns Vs. Geometric Returns
How to Calculate Money-weighted Returns
How to Calculate Annualized Returns
How to Calculate Portfolio Returns
Gross and Net Returns Calculations
How to Calculate Leveraged Returns
Nominal Returns and Real Returns in Investments
Calculate Variance and Standard Deviation of an As...
Standard Deviation and Variance of a Portfolio
Efficient Frontier for a Portfolio of Two Assets
Effect of Correlation on Diversification
Risk Aversion of Investors and Portfolio Selection
Utility Indifference Curves for Risk-averse Invest...
Capital Allocation Line with Two Assets
Selecting Optimal Portfolio for an Investor
How to Calculate Portfolio Risk and Return
