Portfolio Risk and Return: Part I

Free CFA Level I lesson in Portfolio Management. 17 min read, ~2,554 words.

Portfolio variance depends on correlation, not just individual volatilities. The cross-term is where diversification lives. Any correlation below +1 reduces portfolio risk below the weighted average of the component standard deviations. Lower correlation, larger benefit. Utility ranks portfolios. Higher A means more risk averse, steeper indifference curves, more weight to...

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