Help with effective equity formula

bruce Lieutenant Posts: 56	Help with effective equity formula Nov 12, 2023 22:42:26 GMT Quote Select Post Deselect Post Link to Post Back to Top Post by bruce on Nov 12, 2023 22:42:26 GMT I have yet to see or have been able to find a formula online to determine a fund's effective equity allocation. Could someone run through an example using actual data? Thanks

yogibearbull The Mighty Thor Professor Emeritus of Engineering. At ProBoards, X/Twitter, Facebook + new Threads, MFO, M*, FIC Posts: 2,715	Help with effective equity formula Nov 12, 2023 23:11:09 GMT Quote Select Post Deselect Post Link to Post Back to Top Post by yogibearbull on Nov 12, 2023 23:11:09 GMT Check this link, ybbpersonalfinance.proboards.com/thread/2/effective-equity
	YBB

bruce Lieutenant Posts: 56	Help with effective equity formula Nov 12, 2023 23:59:05 GMT Quote Select Post Deselect Post Link to Post Back to Top Post by bruce on Nov 12, 2023 23:59:05 GMT Yogi, Thanks for the timely reply. So, simply dividing the SD of the benchmark into the portfolio's SD equals the portfolio's effective equity?