Portfolio Management Basics

Aimed at helping students understand better the basics of investment and portfolio management. Our materials include R scripts and interactive dashboard with examples of most important models, strategies and solutions in portfolio management.
The materials are currently used by Assoc. Prof. Plamen Patev at I-Shou University

Lesson 1. Return and risk of financial assets

In our dashboards you will find examples of real-world stock returns. You can review various timeframes for estimation of returns, the difference between linear and logarithmic returns etc. Also you will see great example of what risk is as well as what normal distribution looks like and how applicable it is.

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