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  2. 70/30 vs. 80/20 Asset Allocation: Which Is Better? - AOL

    www.aol.com/finance/70-30-vs-80-20-183231693.html

    The 70/30 portfolio is sometimes seen as a replacement for the 60/40 asset allocation model. With a 60/40 portfolio, 60% of assets are allocated to stocks while 40% are allocated to bonds.

  3. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]

  4. 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.

  5. 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.

  6. 4 Biggest Stock Returns in History: Should You Add Them to ...

    www.aol.com/4-biggest-stock-returns-history...

    Of course, past returns are no indication of future returns. Apple It began its stratospheric rise almost immediately and gained 35.93% on a single day in 1987.

  7. Returns-based style analysis - Wikipedia

    en.wikipedia.org/wiki/Returns-based_style_analysis

    Returns-based style analysis (RBSA) is a statistical technique used in finance to deconstruct the returns of investment strategies using a variety of explanatory variables. The model results in a strategy's exposures to asset classes or other factors, interpreted as a measure of a fund or portfolio manager's investment style .

  8. 70/30 vs. 80/20 Asset Allocation: Which Is Better? - AOL

    www.aol.com/news/70-30-vs-80-20-183231906.html

    Choosing the right asset allocation matters for managing portfolio risk and reaching investment goals. One of the simplest strategies for setting asset allocation is to use a percentage split ...

  9. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    The risk-free return is constant. Then the Sharpe ratio using the old definition is = = Example 2. An investor has a portfolio with an expected return of 12% and a standard deviation of 10%. The rate of interest is 5%, and is risk-free.