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.
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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.
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Part one: Theory
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CHAPTER ONE
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CHAPTER TWO
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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
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CHAPTER FIVE
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CHAPTER SIX
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Part two
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CHAPTER SEVEN
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CHAPTER ELEVEN
Part one
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CHAPTER ONE
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CHAPTER TWO
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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
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CHAPTER SIX
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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
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CHAPTER FIVE
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CHAPTER SIX
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Part two
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CHAPTER EIGHT
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CHAPTER NINE
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CHAPTER TEN
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CHAPTER ELEVEN
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CHAPTER TWELVE
Part three
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CHAPTER FOURTEEN
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CHAPTER FIFTEEN
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Appendices
APPENDIX C
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Part four
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CHAPTER SIXTEEN
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Reference
Downloadable copy of reference section PDF
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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.