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Risk & Portfolio Management

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Efficient Frontier Risk & Portfolio Management qualitative The set of portfolios offering the highest expected return for each level of risk. Test: no other portfolio offers a higher expected return at the same standard deviation, or the same return at a lower one Emergency Fund Risk & Portfolio Management Money held in safe, immediately accessible instruments to cover unexpected expenses or loss of income. Target Emergency Fund = Monthly Essential Expenses x Number of Months of Cover Required Equity Risk Premium Risk & Portfolio Management % The additional return investors require for holding equities rather than the risk-free asset. Equity Risk Premium = Expected Market Return - Risk-Free Rate Event Risk Risk & Portfolio Management qualitative The risk that a specific identifiable occurrence causes a sudden large move in a security's price. Test: a scheduled or plausible discrete event exists whose outcome would materially change the security's value Expectancy Risk & Portfolio Management The average result per trade of a strategy, combining win rate with the sizes of wins and losses. Expectancy = (Win Rate x Average Win) - (Loss Rate x Average Loss)