Smart Portfolios
A practical guide to building and maintaining intelligent investment portfolios. By Robert Carver.
Resources...
This web page contains plenty of resources to help you get more out of the book - over time this may include errors in the book, spreadsheets ("s/s"), python code, blog posts, website links and additional material.
Important: Google Docs spreadsheet ("s/s") links are view only. Please do not ask for permission to edit the sheets - it will not be given. Instead make a copy of the sheet for your own purposes.
Part one: Theory
CHAPTER ONE
CHAPTER TWO
CHAPTER THREE
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Effect of changing portfolio weights with two assets (figures 7,8,9) s/s
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Compare full optimisation and handcrafting (portfolio 9) s/s
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CHAPTER FOUR
CHAPTER FIVE
CHAPTER SIX
Part two
CHAPTER SEVEN
CHAPTER ELEVEN
Part one
CHAPTER ONE
CHAPTER TWO
CHAPTER THREE
-
Effect of changing portfolio weights with two assets (figures 7,8,9) s/s
-
Compare full optimisation and handcrafting (portfolio 9) s/s
-
CHAPTER FOUR
CHAPTER FIVE
CHAPTER SIX
Part one: Theory
CHAPTER ONE
CHAPTER TWO
CHAPTER THREE
-
Effect of changing portfolio weights with two assets (figures 7,8,9) s/s
-
Compare full optimisation and handcrafting (portfolio 9) s/s
CHAPTER FOUR
CHAPTER FIVE
CHAPTER SIX
Part two
CHAPTER EIGHT
CHAPTER NINE
CHAPTER TEN
CHAPTER ELEVEN
CHAPTER TWELVE
Part three
CHAPTER FOURTEEN
CHAPTER FIFTEEN
Appendices
APPENDIX C
Part four
CHAPTER SIXTEEN
Reference
Downloadable copy of reference section PDF
Model portfolio
Explanatory blog post
Smart Portfolios(TM) is a registered trademark of Smart Portfolios LLC. The author and publisher have no endorsement from, or affiliation with, Smart Portfolios LLC.