Portfolio Management Cheat Sheet

Ivan Kitov
Ivan Kitov

Portfolio management involves selecting and managing investments to achieve specific goals. It focuses on diversifying assets to maximize returns and minimize risks while carefully analyzing the changing market dynamics. Standard portfolio return measures include money-weighted rate of return and time-weighted returns.

Our open-access cheat sheet concisely compiles essential portfolio management formulas, conveniently organized and easily accessible. It’s an excellent resource for financial analysts, financial advisors, investment analysts, wealth managers, portfolio managers, and finance students.

Do you wish to navigate the complex world of investing? Our Portfolio Management course equips you with the knowledge and skills you need to excel in the field.  

You can also download our free Excel templates on relevant concepts, including Holding Period Return, Internal Rate of Return, Weighted Average Cost of Capital, and Net Present Value.