Dev Raga Personal Finance

228 what is modern portfolio theory?


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Heads up, loads of geeky stuff in today's chat! Dev explains the ins and outs of modern portfolio theory (MPT) touching on these concepts:

๐Ÿ‘‰๐Ÿผ diversification
๐Ÿ‘‰๐Ÿฝ two main types of financial risk
๐Ÿ‘‰๐Ÿพ variance
๐Ÿ‘‰๐Ÿฟ efficient frontier
๐Ÿ‘‰๐Ÿป capital allocation line (CAL)
๐Ÿ‘‰ sharpe ratio
๐Ÿ‘‰๐Ÿพ post modern portfolio theory
๐Ÿ‘‰๐Ÿผ the pros and cons of each theory
๐Ÿ‘‰๐Ÿฟ Dev also answers a listener question about the difference between ETFs and managed funds

Book a complimentary call with Altus Financial: https://bit.ly/altusm3m

Related content you may want to check out after listening to this episode ๐Ÿ‘‡
203 what is diworsification?
043 40 year mortgages!! What is loss aversion?
217 macro-economic vs micro-economic factors
067 what is behavioural finance?
124 growth vs value investing
033 index funds vs ETFs: which is better?

๐Ÿ›‘ Please read our disclaimer + warnings before listening to this episode

๐Ÿ“ Episode transcript: https://bit.ly/m3meptranscripts
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๐Ÿ’ธ Quick links to our resources and $20 off The Glen James Spending Plan

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Dev Raga Personal FinanceBy Dev Raga


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