FIN-5013

Koumou, G.B. (2020). Diversification and portfolio theory: A review. Finance Markets and Portfolio Management, 34(3), 267–312.
This article explores portfolio theory and its four components. Specifically, the article explores the misunderstanding of what diversification is through principles of CAPM, correlation, large numbers, and risk.

Sadler, D. (2020). Investment strategies for tumultuous times. Independent Banker, 70(12), 54-57.
The COVID-19 pandemic presented banks and investment strategists with different challenges. The article explores strategies and opportunities that investors should consider who also hold high levels of liquidity.

Platanakis, E., & Urquhart, A. (2020). Should investors include Bitcoin in their portfolios? A portfolio theory approach. The British Accounting Review, 52(4). N.PAG.
This article is useful for learners as it compares modern portfolio theory, a 50-plus-year theory, with the modern investment and currency vehicle, Bitcoin. The aim is for students to be able to develop an understanding of the analysis of this new investment vehicle through portfolio theory.