3. Talk through any discrepancies in their risk profile assessment. 4. Explain how their current portfolio lines up with their risk comfort. 5. Keep investors focused on what they can control.

Using the formula '=SQRT(5)*D13' indicates that the weekly volatility is 1.46%. You can also calculate the volatility of an entire portfolio, but this formula is far more complex. To keep things ...

The Formula for the Capital-To-Risk Weighted Assets Ratio The formula for calculating the capital-to-risk weighted assets ratio is: Capital-To-Risk Weighted Assets = (Tier 1 Capital + Tier 2 ...

By isolating these positions from my core portfolio ... While this increases individual stock risk, it also increases potential returns if quantum computing delivers on its promise.

The denominator is the standard deviation of a portfolio's downside volatility. The following examples of applications of the Sortino ratio formula demonstrate how calculating risk-adjusted ...

Assume a (very successful) portfolio returned 15% with a 10% standard deviation. The risk-free rate of return is 4%. Knowing these numbers allows an investor to calculate the portfolio's Sharpe ...