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  2. 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

  3. 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)

  4. 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.

  5. Calculating the Expected Return of a Portfolio

    www.aol.com/news/calculating-expected-return...

    An investment’s “expected return” is a critical number, but in theory it is fairly simple: It is the total amount of money you can expect to gain or lose on an investment with a predictable ...

  6. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    The return, or the holding period return, can be calculated over a single period.The single period may last any length of time. The overall period may, however, instead be divided into contiguous subperiods. This means that there is more than one time period, each sub-period beginning at the point in time where the previous one ended. In such a case, where there are

  7. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    (a) From the portfolios that have the same return, the investor will prefer the portfolio with lower risk, and [1] (b) From the portfolios that have the same risk level, an investor will prefer the portfolio with higher rate of return. Figure 1: Risk-return of possible portfolios. As the investor is rational, they would like to have higher return.

  8. Fama–French three-factor model - Wikipedia

    en.wikipedia.org/wiki/Fama–French_three-factor...

    In 2015, Fama and French extended the model, adding a further two factors — profitability and investment. Defined analogously to the HML factor, the profitability factor (RMW) is the difference between the returns of firms with robust (high) and weak (low) operating profitability; and the investment factor (CMA) is the difference between the returns of firms that invest conservatively and ...

  9. Richard A. Galanti - Pay Pals - The Huffington Post

    data.huffingtonpost.com/paypals/richard-a-galanti

    From January 2008 to December 2012, if you bought shares in companies when Richard A. Galanti joined the board, and sold them when he left, you would have a 41.8 percent return on your investment, compared to a -2.8 percent return from the S&P 500.