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Calculating Standard Deviation of a portfolio?

Lets say you have a portfolio made up of Funds A & B and standard deviation and returns and allocation are given for both funds.When are you able to use market value weights to calculated the the...

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Higher short term rates

Can someone explain to me why higher short term rates make bonds less attractive in relative term?what makes bond investment attractive? High yield or price?Tweet WidgetGoogle Plus OneLinkedin Share...

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Questions - pen or pencils

- I know p.m. session should use pencils, how about a.m. essay session? pen or pencils?- Can we sometime use pen (for confirmed ans) and sometime use pencils (for unconfirmed ans.) for answering?-...

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Forward vs spot currency

Hey guys,If a country increases short/long term interest rates, it increases FDI and thus causes the currency to appreciate.When calculating the price of a forward, the currency with the higher short...

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Wiley CFA Level 3 - Extremely Rude Staff Girl Aline

I called up Wiley to inquire about if i can make a purchase for CFA Gold Course. They stated that you cannot make a purchase since the course is not available yet.But i told her that the website is...

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Absolute return benchmark

Hi,I am struggling to understand the correct answer of one of the mock question (Asset Allocation Babb , Q2)The questions asks if a suggested benchmark is correct in being a liability-based benchmark...

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Help a brother in need

I have not hit the books in a month guys… and I feel like I am going to fail in June if something does not shift now. Started my new job beginning of 2016 and dedicated most of my time to it, but now I...

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Video tutorials L3 (also past years)

Hi there,                  anyone knows where I can find second hand video tutorials with free or small costs across the web please?I have been struggling a while without getting any...

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Where can I find information ratios of fund managers?

Silly question but seriously where?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Short sale against the box

When using short sale against the box to deal with the concerntrated position, will the investor still have the dividends from the concerntrated position? Or the dividends will pass through to the...

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AM exams tips

Blue or Black pen for the AM exam will be better?Bullet Points or Sentences to answer the questions?Just wanna get some tips from you guys. Thanks a lot!Tweet WidgetGoogle Plus OneLinkedin Share...

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VAR and FIXED INCOME portfolio

Hi there,                   does it make sense in your opinin to use VAR as parameter to monitor the Market risk of an Fixed Income portfolio (which is 95% Fix Income and 5% Equity and AI) ?thanksTweet...

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2016 Level III PM Mock Exam Answer for Question #49

I can’t imagine anyone here is digging deep into the CFAI mock exams. I am not but was printing them out and noticed something strange. Look at the answer for #49 on the 2016 CFAI PM Mock Exam. Am I...

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Why is Settlement (Herstatt) Risk a non-financial risk?

Seems similar to credit / counterparty risk (financial)Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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corner portfolio

When calculating the standard deviation of a portfolio consisted of twe corner portfolios, why we just need to simply use the weight average of corner portfolio’s standard deviation, no need to...

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weighted average maturity = weighted average duration?

I have a spreadsheet where for each position, principal cost*days to remaining to maturity = dollars daysthen it sums up all the dollar days …then total dollars days / total principal cost = duration...

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Need last years mock exams

Hi,Can somebody provide last year’s CFA mock exam and 5 years mocks too .Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Delta hedging using forward contracts.

Please someone, elaborate on one complicated issue:The reading on currency management, 6.3.1 Over-/Under-Hedging Using forward contractsThe section says:     ” a variant of this approach would be to...

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Hedge funds

RD 24: Alternative Investments EOC # 42 : Statement 3“It is better to use an equally weighted hedge fund index to reflect the potential diversification of hedge funds rather than a value-weighted...

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Past exam 2015 morning

Q 4:Determine the most appropriate index to represent the expected chracteristics of direct investment in real estate. Justify your response with 2 reasons: (betwewen smoothed and unsmooted)Answer: The...

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