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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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 months ago by Geethika Bandlamudi