Examlex
_____ is the best appraisal format across the five criteria for evaluating rating formats.
CAPM
The Capital Asset Pricing Model, a theory used in finance to determine a theoretically appropriate required rate of return of an asset, considering risk and the time value of money.
Asset Allocation
The strategy of distributing investments among different categories like stocks, bonds, and cash to reduce risk and increase the potential of return.
Excess Return
The return on an investment above the return on a risk-free investment or benchmark index.
Bogey Portfolio
A benchmark portfolio used to evaluate the performance of a mutual fund or investment manager, typically reflecting a standard or targeted investment strategy.
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