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Technical Analysis

Wealth Management UNIT 3 SECURITY ANALYSIS

Charting the Course of Price Movements Technical analysis offers a contrasting approach to fundam...

Updated 10 months ago by Geethika Bandlamudi

Risk-Adjusted Return Measures

Wealth Management Unit 2: Risk – Return Analysis

Evaluating Performance Beyond Simple Returns Raw return figures only tell part of the story. To m...

Updated 10 months ago by Geethika Bandlamudi

Impact of Taxes and Inflation on Investment

Wealth Management Unit 2: Risk – Return Analysis

A Realistic View of Returns 1. Computation of Post-Tax Return Explanation: Tax on investment g...

Updated 10 months ago by Geethika Bandlamudi

Concepts of Return and Risk

Wealth Management Unit 2: Risk – Return Analysis

Concepts of Return Definition: Return represents the total gain or loss experienced on an inves...

Updated 10 months ago by Geethika Bandlamudi

Calculation of Total, Systematic, and Unsystematic Risk

Wealth Management Unit 2: Risk – Return Analysis

Quantifying Investment Risk 1. Total Risk: Definition: Represents the overall variability or u...

Updated 10 months ago by Geethika Bandlamudi

Causes (or Sources) and Types of Risk

Wealth Management Unit 2: Risk – Return Analysis

A Comprehensive Analysis Understanding the different types and sources of risk is crucial for eff...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Portfolio Return (Weighted Average)

Wealth Management Unit 2: Risk – Return Analysis

Portfolio return is a fundamental concept in investment management, as it represents the overall ...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Effective Annualized Return (EAR)

Wealth Management Unit 2: Risk – Return Analysis

The Effective Annualized Return (EAR) is designed to provide a comparable annual rate of return w...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Holding Period Return (HPR)

Wealth Management Unit 2: Risk – Return Analysis

Holding Period Return (HPR) is a straightforward metric that measures the total return generated ...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Expected Return (Probability-Weighted Average)

Wealth Management Unit 2: Risk – Return Analysis

Expected return is a more forward-looking measure than the simple average return. It tries to inc...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Average Return (Arithmetic Mean)

Wealth Management Unit 2: Risk – Return Analysis

Average return, specifically the arithmetic mean, is a commonly used measure to summarize investm...

Updated 10 months ago by Geethika Bandlamudi

Types of Return: Absolute Return

Wealth Management Unit 2: Risk – Return Analysis

Calculation and Utility The fundamental understanding of investment returns lies in how to determ...

Updated 10 months ago by Geethika Bandlamudi

Approaches to Investing

Wealth Management UNIT 1: Basics of Wealth Management and...

Active vs. Passive Management The core distinction between active and passive investing lies in t...

Updated 10 months ago by Geethika Bandlamudi

Direct Investing vs. Indirect Investing

Wealth Management UNIT 1: Basics of Wealth Management and...

Navigating the Investment Landscape The choice between direct and indirect investing is a fundame...

Updated 10 months ago by Geethika Bandlamudi

The Investment Decision Process

Wealth Management UNIT 1: Basics of Wealth Management and...

A Structured Approach The investment decision process is a systematic framework that guides inves...

Updated 10 months ago by Geethika Bandlamudi

The Investment Environment

Wealth Management UNIT 1: Basics of Wealth Management and...

A More Detailed Look The investment environment is a complex ecosystem comprising various players...

Updated 10 months ago by Geethika Bandlamudi

Risk-Return Trade-Off

Wealth Management UNIT 1: Basics of Wealth Management and...

The Fundamental Principle of Investing The risk-return trade-off is a cornerstone concept in fina...

Updated 10 months ago by Geethika Bandlamudi

Investment vs. Speculation

Wealth Management UNIT 1: Basics of Wealth Management and...

Understanding the Divide While both investment and speculation involve committing resources with ...

Updated 10 months ago by Geethika Bandlamudi

The Concept of Investment

Wealth Management UNIT 1: Basics of Wealth Management and...

Delving Deeper The core definition of investment provided is excellent: allocating resources (us...

Updated 10 months ago by Geethika Bandlamudi

Components of Wealth Management

Wealth Management UNIT 1: Basics of Wealth Management and...

A Deeper Dive Wealth management is a multifaceted discipline, and understanding its core componen...

Updated 10 months ago by Geethika Bandlamudi