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Portfolio Revision

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Portfolio revision involves the process of reviewing and adjusting the components of an investmen...

Updated 4 months ago by Sanjay Bandaru

Selection of Securities

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

The selection of securities is a critical process in building an investment portfolio. It involve...

Updated 4 months ago by Sanjay Bandaru

Formulation of Portfolio Strategy

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Formulating a portfolio strategy is a fundamental process in investment management that involves ...

Updated 4 months ago by Sanjay Bandaru

Selection of Asset Mix

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

The selection of an asset mix is a critical step in investment strategy. It involves deciding the...

Updated 4 months ago by Sanjay Bandaru

Specification of Investment Objectives and Constraints

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Investment objectives and constraints form the cornerstone of any effective investment strategy. ...

Updated 4 months ago by Sanjay Bandaru

Capital Market Line and Security Market Line

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Capital Market Line (CML) The Capital Market Line (CML) is a graphical representation used in the...

Updated 4 months ago by Sanjay Bandaru

Arbitrage Pricing Theory

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Arbitrage Pricing Theory, developed by Stephen Ross in 1976, is a multi-factor asset pricing mode...

Updated 4 months ago by Sanjay Bandaru

Capital Asset Pricing Model

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

The Capital Asset Pricing Model (CAPM) is a foundational finance theory that describes the relati...

Updated 4 months ago by Sanjay Bandaru

Return and Risk on Portfolio

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Portfolio Return Portfolio return is the overall gain or loss achieved by a combination of invest...

Updated 4 months ago by Sanjay Bandaru

Definition and Assumptions of Modern Portfolio Theory

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Definition Modern Portfolio Theory (MPT), introduced by Harry Markowitz in 1952, provides a frame...

Updated 4 months ago by Sanjay Bandaru

Tax free incomes

Taxation Laws Module 01 INTRODUCTION TO TAXATION

In India, taxpayers often seek ways to reduce their tax liability through various exemptions prov...

Updated 4 months ago by Sanjay Bandaru

Incidence of tax

Taxation Laws Module 01 INTRODUCTION TO TAXATION

The concept of tax incidence is a fundamental aspect of tax policy and economics, addressing a ke...

Updated 4 months ago by Sanjay Bandaru

Overview of basic Concepts

Taxation Laws Module 01 INTRODUCTION TO TAXATION

1. Assessee Definition: An "assessee" is any person who is liable to pay taxes or any other sum ...

Updated 4 months ago by Sanjay Bandaru

Computation of taxable income

Taxation Laws Module 03 INCOME FROM HOUSE PROPERTY

Example Calculation Suppose the Gross Annual Value (GAV) of a property is ₹3,00,000. Municipal ta...

Updated 4 months ago by Sanjay Bandaru

Deductions from annual value

Taxation Laws Module 03 INCOME FROM HOUSE PROPERTY

(i) There are two deductions from annual value. They are: 30% of NAV; and Interest on borrowed...

Updated 4 months ago by Sanjay Bandaru

Behavioural Finance

Security Analysis and Portfolio Management Unit-5 Valuation of Securities

Behavioral finance is a field of study that combines psychological theories with conventional eco...

Updated 4 months ago by Sanjay Bandaru

Efficient Market Theory

Security Analysis and Portfolio Management Unit-5 Valuation of Securities

Introduction Stock prices are influenced by a variety of factors which can be categorized into: ...

Updated 4 months ago by Sanjay Bandaru

Intrinsic Valuation Approach

Security Analysis and Portfolio Management Unit-5 Valuation of Securities

The intrinsic value of equity stock is a critical concept in finance, used to determine what a st...

Updated 4 months ago by Sanjay Bandaru

Factors Influencing Value of a share

Security Analysis and Portfolio Management Unit-5 Valuation of Securities

The value of shares in the stock market is influenced by a variety of factors ranging from macroe...

Updated 4 months ago by Sanjay Bandaru

Covariance, Correlation Coefficient

Security Analysis and Portfolio Management Unit-2 Risk and Return Analysis

Interactive Risk through Covariance When two securities are held in a portfolio, the risk involve...

Updated 4 months ago by Sanjay Bandaru