228 what is modern portfolio theory?

Heads up, loads of geeky stuff in today's chat! Dev explains the ins and outs of modern portfolio theory (MPT) touching on these concepts: 👉🏼 diversification👉🏽 two main types of financial risk👉🏾 variance👉🏿 efficient frontier👉🏻 capital allocation line (CAL)👉 sharpe ratio👉🏾 post modern portfolio theory👉🏼 the pros and cons of each theory👉🏿 Dev also answers a listener question about the difference between ETFs and managed fundsBook a complimentary call with Altus Financial: https://bit.ly/altusm3mRelated content you may want to check out after listening to this episode 👇203 what is diworsification?043 40 year mortgages!! What is loss aversion?217 macro-economic vs micro-economic factors067 what is behavioural finance?124 growth vs value investing033 index funds vs ETFs: which is better?🛑 Please read our disclaimer + warnings before listening to this episode📝 Episode transcript: https://bit.ly/m3meptranscripts🏡 Join our facebook group for healthcare professionals💸 Quick links to our resources and $20 off The Glen James Spending Planmy millennial money medical is produced by SYMO interactive, home of my millennial money.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf Hosted on Acast. See acast.com/privacy for more information.

There are no comments yet.

Please log in to write the first comment.