5 mins read What do you want from a book on portfolio management and optimization? To begin with how do you take that thing (a list or formulation of Greek symbols) and turn it into an Excel model that works? How do you back test that model? How do you trust it with your capital?
6 mins read A step by step guide to calculating portfolio holding period return for investors, accountants and students.
7 mins read Is there a single performance metric for accurately predicting future portfolio performance? A metric that works across multiple allocation strategies?
8 mins read Value versus Growth What is the difference between value and growth investing? How do the two investing models and frameworks
5 mins read Let’s begin with a simple question. When it comes to managing money, how much impact do small mistakes or decisions
4 mins read We revisit the optimal portfolio alpha allocation challenge. What is the right approach for allocating portfolio alpha? Maximizing alpha, minimizing