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“Evaluate the liquidity of the ETF, as measured by the average daily trading volume and bid-ask spread,” noted Taylor Kovar, a CPF and founder of 11 Financial. “Higher liquidity typically ...
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...
In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index . The security could be any asset, such as stocks ...
Net asset value and fund performance. It may seem like comparing a fund’s change in net asset value over time is a good way to calculate investment performance, but that approach ignores some ...
Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.
Many people turn to mutual funds and index funds to invest for their future. Making. In this video, author Jack Schwager tells us how, when choosing a fund to invest in, that fund manager's past ...
Modern portfolio theory ( MPT ), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. It is a formalization and extension of diversification in investing, the idea that owning different kinds of financial assets is less risky than owning ...
Mutual funds can offer a streamlined way to build an investment portfolio. Rather than purchasing individual stocks or bonds, you can buy mutual fund shares to gain exposure to multiple ...
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