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When thinking about how much equity to hold in a portfolio, we typically think in terms of percentages, i.e. I want to
hold a portfolio with 60% in equities and 40% and bonds. This makes sense from a design perspective; we simply divide the pie up based on the target percentages. However,
if we stop the portfolio construction process at this stage, we miss a critical component of the decision-making process.
Entrepreneurs and investors must both understand the critical aspects of valuation for pre-revenue
and startup entrepreneurial ventures. By aligning expectations, such understanding fosters positive,
productive relationships between funders and founders. In addition, investors and entrepreneurs
benefit separately when they know the answers to essential questions. What are the most important
factors angel investors should consider in determining a company’s value? How can entrepreneurs
better present their companies to attract early-stage investors and build effective relationships?
“Investment Valuations of Seed- (Startup) and Early-Stage Ventures” by Luis Villalobos, founder of Tech
Coast Angels, defines perspectives from which investors and entrepreneurs view valuation and provides
insights that can reduce the natural contentiousness of negotiating valuation.
Stanford CS 007-2 (2019): Personal Finance for Engineers / Behavioral FinanceAdam Nash
These are the slides from the 2nd session of the Stanford University class, CS 007 "Personal Finance for Engineers". This seminar covers the topic of Behavioral Finance.
Week One material for Wealth Management course.
The information contained in this presentation is for illustrative and informational purposes only and should not be considered investment advice.
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These are the slides from the 1st session of the Stanford University class, CS 007 "Personal Finance for Engineers" given on September 26, 2017. This seminar covers a survey of the students enrolled in the course, with an overview of the topics to be covered over the course of the series.
Stanford CS 007-2 (2020): Personal Finance for Engineers / Behavioral FinanceAdam Nash
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4 active vs passive advisor insert funds flows dfa (advisor present) p. 1-3, ...Weydert Wealth Management
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5 ways to measure investment risk in your portfolio
1. 4/23/2015 5 ways to measure investment risk in your portfolio
http://retirehappy.ca/assessingdifferentmeasuresofrisk/ 1/6
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Assessing Different Measures of Risk
Written by Jim Yih • 0 Comments
Last week we
spent some
time talking
about the
differences
between how
the industry
defines risk
and how the
investor
defines risk.
This week, I would like to tackle some of the different ways to
measure and quantify risk.
1. Standard deviation. The investment industry’s primary
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3. 4/23/2015 5 ways to measure investment risk in your portfolio
http://retirehappy.ca/assessingdifferentmeasuresofrisk/ 3/6
an incredible tool that helps investors understand draw
downs of various mutual funds.
5. Beta ratios. Beta ratios are used to measure the risk of
an investment relative to the risk of a comparable market
benchmark. If we look at the Canadian Equity Funds, the
Mackenzie Ivy Canadian Fund has one of the lowest
Betas at 0.36. On the other end of the spectrum, the
Mavrix Growth fund has the highest beta at 2.00. What
do these numbers mean? If a fund has a beta of 1.0, it is
said to have the same risk as the market. Thus, the
Mavrix Growth Fund with a beta of 2.0 is said to have
twice the risk of the market. The Mackenzie Ivy
Canadian, with a beta of 0.36 is said to have onethird
the risk of the market. Betas are often used in the
industry as a relative benchmark for risk analysis.
In a nutshell
So there you have five good measurements of risk. Which one
is best to use? The answer is it is always better to use more
than one measure to analyze risk. The challenge that any
investor will have is finding this type of information.
The reality of our industry is that finding performance data is
easy. Go to any publication, any website and you will find
annualized returns, calendar returns, and shortterm returns.
You can find the best and worst lists for different time periods
and it will be based on performance and returns.
Then go on the hunt for standard deviations, betas, draw
downs and loss information and you will find that you become
more frustrated. Yet understanding risk is one of the most
important aspects to analyze when picking an investment.
Despite the hurdles, the information is out there.
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