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Diversification & Correlation

Inside this lesson
  • Write portfolio variance in terms of weights, volatilities, and correlation.
  • Show that volatility falls below the weighted average when correlation is below one.
  • Explain the special cases of perfect positive, zero, and perfect negative correlation.

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Educational content only. This course explains finance concepts and the math behind them; it is not financial, investment, tax, accounting, or trading advice, makes no recommendations, and predicts no returns, prices, or outcomes. All figures are illustrative teaching examples. Consult a qualified professional before making financial decisions.