Perfect Portfolio Investing Basics and Beyond

Downloads and Links

Further Readings and Information

Whether you are new to investing or are studying investing, we provide a mix of original materials and from other researches to help you better understand investing, as well as links to investment-related information.

• “Understanding Bonds, Stocks, and Derivatives Basics” (PDF) by Andrew W. Lo and Stephen R. Foerster
• Technical Details and Further Intuition of Markowitz’s (1952a) Paper, Portfolio Selection (PDF) by Andrew W. Lo and Stephen R. Foerster.
• “Portfolio Analysis Based on a Simplified Model of the Relationships Among Securities” (William Sharpe dissertation, 1961) (PDF)

For information on financial advisors with certifications and designations see the links below:

• • Certified Financial Planners (CFP)  Find a CFP professional
  • Chartered Financial Analysts (CFA) What does a CFA charterholder do?