BUS 315 · BUS 413

Portfolio theory, one idea at a time.

Seven short steps. Each one adds a single idea to the chart and gives you one slider to play with.

Every point on the curve is a mix of the two assets

Mixes of the two assetsAsset 1Asset 2You

Asset 1 is safe but dull. Asset 2 earns more but swings more. Put part of your money in each and you land somewhere on the curve.

Try it: Drag the weight from 0% to 100%. The point moves along the curve, not along a straight line between the assets.

Weight in Asset 150%

short A1all A1borrow to buy more A1

Expected return

10.0%

Risk (σ)

10.4%

Asset 2 weight

50%

E[R] = w₁·E[R₁] + w₂·E[R₂]

= 0.50·6.0 + 0.50·14.0 = 10.0%

Change the two assets (optional)

Asset 1 return6.0%

Asset 1 risk σ₁8.0%

Asset 2 return14.0%

Asset 2 risk σ₂18.0%

Risk-free rate R_f3.00%

Bring your problem set. We work through the formulas on real questions until they stick.

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