My firm does this by evaluating a client's sensitivity to volatility (risk tolerance), using a state ... portfolio should be in small company stocks and 10% in international. Your expected overall ...

The long-run expected total return for the Global Market Index (GMI) fell again in March, dropping to an annualized 6.9% vs. the previous month’s 7.1%. Read more ...

Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio ... level of return. The formula for CAPM calculates the expected return ...