Gostudymock3

Adjusting a Portfolio between Equity and Debt using Futures

Adjusting a portfolio's exposure between bonds and equities is a vital CFA Level 3 calculation question. This post runs through exactly how to solve this type of problem. 

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Gostudymock3

How to adjust portfolio beta for the CFA Level 3 exam

Adjusting portfolio beta to modify equity exposure is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

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Gostudymock3

How to Adjust Portfolio Duration for CFA L3 Problems

Adjusting portfolio duration is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

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Gostudymock3

everyone poops and other unconventional CFA study tips

Small unconventional CFA Level specific tactics that make a big difference come exam day.

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Gostudymock3

Basic Portfolio Return Calcuations

Not all portfolio return measurements are equal. This post covers the main CFA Level 1 methods/equations for measuring portfolio return.

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Gostudymock3

Estate Planning Basics for CFA L3

An overview of the key testable basics for estate planning for CFA L3 and how estate planning interacts with taxes, longevity risk, and concentrated positions.

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Gostudymock3

The 4 types of CFA Candidates

No matter which CFA level you are studying for, at this point the chances are you fall into one of just four categories of CFA Candidates. Which one are you?

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Price Risk vs. Reinvestment Risk in Fixed-income Investing

Everything you need to know about Price Risk vs. Reinvestment Risk in Fixed-income Investing for the CFA Exams.

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Gostudymock3

Immunization, Convexity, and Structural Risk in Liability-driven Investing

How to manage the duration and convexity of assets in a liability-driven investing context will be extensively tested on the CFA L3 exam. This article covers all the nuances around immunization and the structural risks inherent in the different approaches. 

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Gostudymock3

Is your lack of a CFA Level 1 study plan screwing you up?

There are four mistakes you're probably making as a CFA L1 Candidate that will derail your studying.

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