Knowledge Tree
portfolio performance
Also known as: portfolio performance, portfolio returns
Facts (9)
Sources
The Impact of Cognitive Biases on Professionals' Decision-Making frontiersin.org 2 facts
referenceMark Grinblatt, Sheridan Titman, and Russ Wermers published 'Momentum investment strategies, portfolio performance, and herding: A study of mutual fund behavior' in the American Economic Review in 1995.
measurementA study of 66,465 households at a large discount broker between 1991 and 1996 showed that trading turnover and portfolio returns are negatively correlated, with the most active traders achieving an annual return of 11.4% compared to the average annual return of 16.4%, according to Barber and Odean (2000).
Topic 2: The Risk and Return Trade Off in Financial Decision Making oercollective.caul.edu.au 5 days ago 2 facts
claimIncreased variability in portfolio returns translates to higher risk because it reflects greater uncertainty regarding the portfolio's actual performance.
imageFigure 2.1, titled 'Portfolio Return Distribution', illustrates the normal distribution of portfolio returns and the shaded area representing the range within one standard deviation of the mean.
Tax Optimization Strategies for a Changing Financial Landscape assetmark.com May 22, 2025 1 fact
claimIntegrating tax optimization into financial advisory services enhances portfolio performance and strengthens client trust and satisfaction.
The Impact of Global Economic Trends on Personal Investments onpointcu.com Apr 18, 2024 1 fact
claimMonitoring global economic trends is essential for individuals looking to make informed investment decisions, as these trends can significantly impact portfolio performance.
Next Generation Investment Risk Management: Putting the 'Modern ... financialplanningassociation.org 1 fact
claimAsset allocation is the single most important determinant of portfolio performance.
Biases in Behavioral Finance - World Scholars Review worldscholarsreview.org Sep 15, 2024 1 fact
claimWang, Sheng, and Yang (2013) demonstrated that optimism bias, when combined with incentive contracts, results in increased risk-taking and poorer portfolio performance.
The Relationship Between Risk and Return in Different Asset Classes bi-sam.com Mar 18, 2025 1 fact
claimAsset allocation, defined as the process of dividing investments among different asset categories, is typically more important than individual security selection in determining overall portfolio returns and risk.