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  2. Grinold and Kroner Model - Wikipedia

    en.wikipedia.org/wiki/Grinold_and_Kroner_Model

    is the expected inflation rate g {\displaystyle g} is the real growth rate in earnings (note that by adding real growth and inflation, this is basically identical to just adding nominal growth) Δ S {\displaystyle \Delta S} is the changes in shares outstanding (i.e. increases in shares outstanding decrease expected returns)

  3. Expected return - Wikipedia

    en.wikipedia.org/wiki/Expected_return

    The expected return (or expected gain) on a financial investment is the expected value of its return (of the profit on the investment). It is a measure of the center of the distribution of the random variable that is the return. [1] It is calculated by using the following formula: [] = = where

  4. Return on capital - Wikipedia

    en.wikipedia.org/wiki/Return_on_capital

    Return on capital (ROC), or return on invested capital (ROIC), is a ratio used in finance, valuation and accounting, as a measure of the profitability and value-creating potential of companies relative to the amount of capital invested by shareholders and other debtholders. [1] It indicates how effective a company is at turning capital into ...

  5. BlackRock recommends investing no more than 2% of your ... - AOL

    www.aol.com/finance/blackrock-recommends...

    As new investors rush to buy Bitcoin, many wonder how much of their investment portfolio to plow into the digital currency. BlackRock, the world’s largest asset manager, has the answer: No more ...

  6. Why BlackRock is turning even more bullish on US stocks for ...

    www.aol.com/news/why-blackrock-turning-even-more...

    BlackRock's recommendation to stay "pro-risk" toward US stocks is the opposite of Bank of America strategist Michael Hartnett, who recommended this week that investors should bet on international ...

  7. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    (⁡ ()) is the market premium, the expected excess return of the market portfolio's expected return over the risk-free rate. A derivation [ 14 ] is as follows: (1) The incremental impact on risk and expected return when an additional risky asset, a , is added to the market portfolio, m , follows from the formulae for a two-asset portfolio.

  8. And while BlackRock doesn't issue an S&P 500 target for the year ahead, its bullish stance on US stocks has been reflected across Wall Street's 2025 outlooks. Strategists tracked by Yahoo Finance ...

  9. Capital allocation line - Wikipedia

    en.wikipedia.org/wiki/Capital_allocation_line

    An example capital allocation line. As illustrated by the article, the slope dictates the amount of return that comes with a certain level of risk. Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets. The graph displays the return to be made by taking on a certain level of risk.