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Back to Search![[Investment] 18, Portfolio Performance Measures](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
[Investment] 18, Portfolio Performance Measures
Include Sharpe, Treynor, and Jensen's Alpha, evaluating risk-adjusted returns. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challeng…
Published on 8 months ago
[Investment] 17, Capital Asset Pricing Model (CAPM)
Relates risk and return using beta, helping in asset pricing and portfolio management. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite …
Published on 8 months ago
[Investment] 21, Yield Measures
Include coupon rate, current yield, and yield to maturity, each providing different insights into bond returns. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I…
Published on 8 months ago
[Investment] 22, Accrued Interest
Buyers of bonds pay sellers for interest accrued since the last coupon payment. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challen…
Published on 8 months ago
[Investment] 20, Bond Duration
Indicates a bond's sensitivity to interest rate changes, with higher duration implying greater volatility. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve f…
Published on 8 months ago
[Investment] 19, Efficient Market Hypothesis
Assumes markets efficiently reflect all available information, making consistent outperformance challenging. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve…
Published on 8 months ago
[Investment] 13, Correlation Coefficient
Indicates how two assets move relative to each other, aiding diversification strategies. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quit…
Published on 8 months ago
[Investment] 14, Beta
Measures systematic risk, or sensitivity to market movements, relative to the market. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite c…
Published on 8 months ago
[Investment] 16, Modern Portfolio Theory
Focuses on maximizing returns for a given risk level, using concepts like the efficient frontier. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it t…
Published on 8 months ago
[Investment] 15, Systematic vs. Unsystematic Risk
Systematic risk is market-wide and undiversifiable; unsystematic risk is firm-specific and diversifiable. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve fo…
Published on 8 months ago