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Two-asset portfolio risk and returnAnalyst

How combining two assets changes risk.

What you’ll enter

  • Weight in asset A
  • Expected return A
  • Expected return B
  • Volatility A
  • Volatility B
  • Correlation between A and B

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The formula

σp = √[w²σA² + (1−w)²σB² + 2w(1−w)ρσAσB]

When correlation is below 1, portfolio volatility is lower than the weighted average of the two, which is the benefit of diversification.