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A “Smart, But Humble” Approach for Using Fundamentals to Shape Expectations

Life is a series of trade-offs. In order to get something, you have to give something up. These common phrases apply to many areas of life but they can also be applied to investing.

Most investors know that they have to sacrifice some safety and take on risk to achieve better returns. Modern Portfolio Theory (MPT) tries to make the most of that trade-off. It provides a framework for evaluating how we can maximize return while minimizing risk.