Post-Modern Portfolio Theory Explained: Optimizing with Downside Risk

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

XLSR: High Turnover, High Expense Ratio, And Mixed Returns

State Street US Sector Rotation ETF (XLSR) review: active sector-rotation vs S&P 500 (IVV), mixed returns, 0.70% expense ...

Master Sharpe Ratio Calculation in Excel for Better Investing

Learn to calculate the Sharpe Ratio in Excel for insightful investment analysis. Our guide will help you assess risk versus ...
Seeking Alpha

OUSA: Improved GARP Metrics For This High-Quality Dividend ETF

This article reviews OUSA, a quality-first large-cap ETF that screens stocks based on return on assets, net debt-to-EBITDA, five-year standard deviation of returns, and five-year dividend growth.
The Financial Express

Fund Manager Roshi Jain exits HDFC Flexicap: Should you too exit the fund?

In the Indian mutual fund industry, there is often a fascination for star fund managers. Mutual fund distributors and investors believe that going with schemes handled by star fund managers would ...
The Financial Express

Best Performing Nippon India Equity Mutual Funds

Nippon India Mutual Fund is the fourth largest player in the Indian Mutual Fund industry, managing assets worth Rs 7.2 trillion. The fund house follows a top-down approach to identify key sectors and ...