DiscussionFinished
Seminar: reviewing a portfolio allocation
Open discussion between participants
A recorded and repeated session on portfolio construction. Members presented a sample allocation for critique, focusing on concentration and the difference between diversification in names and diversification in exposures.
Who this session is for
Open to all students of the faculty. No prior market experience is assumed; sessions state their prerequisites in the description above.
What you will take away
- A working definition of the concepts the session covers, in your own notes.
- A worked example for each formula used, so the arithmetic is not a black box.
- An explicit statement of what each measure does not tell you.