25. Investments 9: Portfolio Rebalancing and Reporting

Investments 9: Portfolio Rebalancing and Reporting

Learning Outcomes

There are four objectives for this section:
 
A. Understand Portfolio Rebalancing
B. Manage and Evaluate Your Portfolio Return
C. Calculate Risk-Adjusted Return Performance
D. Perform a Portfolio Return Attribution Analysis
 

Chapter Reading

Please read the chapter on "Investments 9: Portfolio Rebalancing and Reporting" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

Please click here for the Questions and Answers PowerPoint slide presentation (PPT) for this section, or here for the slides as a PDF.

 

Video

 

Assignments

Here are the assignments for "Investments 9: Portfolio Rebalancing and Reporting"

 

Tools

The following learning tools may be helpful with this chapter:

Tithing Share Transfer Example

Portfolio Attribution Example

 

Additional Materials

Yahoo! Finance