Portfolio Risk and Return: Part II

Free CFA Level I lesson in Portfolio Management. 16 min read, ~2,445 words.

CAPM: E(Ri) = Rf + βi × (E(Rm) − Rf). Beta is the only priced risk. Nonsystematic risk earns zero premium because diversification eliminates it for free. CML uses total risk (σ) and applies only to efficient portfolios. SML uses beta and applies to any asset. Sharpe and M² use...

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