Download Modern Portfolio Theory - Indelible Wealth Group

Survey
yes no Was this document useful for you?
   Thank you for your participation!

* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project

Document related concepts
no text concepts found
Transcript 
Investment Strategy
Modern Portfolio Theory = Asset Allocation
Modern portfolio theory
was introduced by Harry
Markowitz with his paper
“Portfolio Selection,”
which appeared in the
1952 Journal of Finance.
Modern Portfolio Theory
Thirty-eight years later, he
shared a Nobel Prize with
Merton Miller and William
Sharpe for what has
become a broad theory for
portfolio selection.
Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss.
Source: Riskglossary.com
1
Diversify
Optimize
Rebalance
Related documents