The illustration shows all securities accounts of a bank. Only custody accounts that have not been advised for several years are shown. The highlighted custody account lies outside the...
Where in the risk-return diagram are my portfolio and its positions located? Is the portfolio actually still within the assigned risk corridor? And how high is its Sharpe Ratio?...
“Projections are difficult, especially when they relate to the future.” According to sources, Karl Valentin, Mark Twain, Winston Churchill and Kurt Tucholsky already knew this. When it comes to...
The basis for portfolio risk analysis and portfolio optimization is a cleanly calculated correlation matrix. It provides information on the extent to which the price developments of the individual...
What was the maximum loss of my portfolio in the last 5 years? Did the Ukraine crisis have a negative impact on my portfolio? How low has the Volkswagen...
