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  2. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    The MPT is a mean-variance theory, and it compares the expected (mean) return of a portfolio with the standard deviation of the same portfolio. The image shows expected return on the vertical axis, and the standard deviation on the horizontal axis (volatility). Volatility is described by standard deviation and it serves as a measure of risk. [7]

  3. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    R M = return on the market portfolio σ M = standard deviation of the market portfolio σ P = standard deviation of portfolio (R M – I RF)/σ M is the slope of CML. (R M – I RF) is a measure of the risk premium, or the reward for holding risky portfolio instead of risk-free portfolio. σ M is the risk of the market portfolio. Therefore, the ...

  4. Efficient frontier - Wikipedia

    en.wikipedia.org/wiki/Efficient_frontier

    All portfolios between the risk-free asset and the tangency portfolio are portfolios composed of risk-free assets and the tangency portfolio, while all portfolios on the linear frontier above and to the right of the tangency portfolio are generated by borrowing at the risk-free rate and investing the proceeds into the tangency portfolio. Among ...

  5. Roy's safety-first criterion - Wikipedia

    en.wikipedia.org/wiki/Roy's_safety-first_criterion

    If Portfolio A has an expected return of 10% and standard deviation of 15%, while portfolio B has a mean return of 8% and a standard deviation of 5%, and the investor is willing to invest in a portfolio that maximizes the probability of a return no lower than 0%: SFRatio(A) = ⁠ 10 − 0 / 15 ⁠ = 0.67, SFRatio(B) = ⁠ 8 − 0 / 5 ⁠ = 1.6

  6. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization often takes place in two stages: optimizing weights of asset classes to hold, and optimizing weights of assets within the same asset class. An example of the former would be choosing the proportions placed in equities versus bonds, while an example of the latter would be choosing the proportions of the stock sub-portfolio ...

  7. Two-moment decision model - Wikipedia

    en.wikipedia.org/wiki/Two-moment_decision_model

    In decision theory, economics, and finance, a two-moment decision model is a model that describes or prescribes the process of making decisions in a context in which the decision-maker is faced with random variables whose realizations cannot be known in advance, and in which choices are made based on knowledge of two moments of those random variables.

  8. Standard deviation - Wikipedia

    en.wikipedia.org/wiki/Standard_deviation

    The standard deviation of the sum of two random variables can ... The sample standard deviation can be ... property, etc.), or the risk of a portfolio of assets ...

  9. Risk measure - Wikipedia

    en.wikipedia.org/wiki/Risk_measure

    In financial mathematics, a risk measure is used to determine the amount of an asset or set of assets (traditionally currency) to be kept in reserve.The purpose of this reserve is to make the risks taken by financial institutions, such as banks and insurance companies, acceptable to the regulator.