Investment Fundamentals
What's the use of happiness? It can't buy you money.
— Henny Youngman
- Investment Returns: Real Rate Of
Return and the Inflation Premium, Investment Risk and the Risk Premium,
Holding Period Return (HPR), Internal Rate Of Return (IRR)
- Investment Risks and the Risk-Return
Tradeoff
- Single Asset Risk: Standard Deviation and Coefficient of Variation
- Portfolio Risks and Returns; Covariance and
the Coefficient of Correlation
- Beta, Capital Asset Pricing Model (CAPM), and the Security Market Line (SML)
- Modern Portfolio Theory: the Efficient Frontier, Utility Scores, and Portfolio Betas
- Capital Allocation Between A Risk-Free Asset And A Risky Asset
- The Single-Index Model For Security Returns
- Arbitrage Pricing Theory (APT); Law Of One Price
- Portfolio Performance: Measuring Portfolio Returns; Sharpe Ratio, Treynor Ratio, and Jensen Alpha
- Formula Investment Plans: Dollar-Cost Averaging, Constant-Dollar Plan, Constant-Ratio Plan, Variable-Ratio Plan
- Random Walk And Efficient Market Hypotheses
- Market Anomalies
- Behavioral Finance
- Nominal and Real Interest Rates
- Present Value and Future Value of Money
- Present Value and Future Value of an Annuity