Skip to content
Michael Hlinka
  • CFA®
  • CSC®
  • Tutoring
  • Blog
  • About
Support
Sign inCreate free accountSign up
  1. CFA Program
  2. Level I
  3. TA9 Portfolio Management

Checking your access…

←TA9 Portfolio Management

Class recordingTA912 of 15Tue 24 Feb 2026evening class

Class · February 24, 2026

←Money-weighted and Time-weighted ReturnsClass · Feb 28, 2026→

With the lesson

Key points, the transcript, the notes (55 pp) and the quiz (40 questions) open with the lesson.

In this section

TA9 Portfolio Management

12 of 15

  1. 01Portfolio Management NotesNotes · 55 pp
  2. 02Portfolio Management Quiz #1Quiz · 40 questions
  3. 03Sharpe, Sortino, Calmar & MAR RatiosVideo · 3 min
  4. 04CAPM & SMLVideo · 3 min
  5. 05Return of Leveraged PortfoliosVideo · 2 min
  6. 06Return and Risk of Two-Asset PortfolioVideo · 2 min
  7. 07Ratios Sharpe, Treynor, M2 & Jensen's AlphaVideo · 2 min
  8. 08BetaVideo · 3 min
  9. 09Utility FunctionVideo · 4 min
  10. 10Annualizing ReturnsVideo · 2 min
  11. 11Money-weighted and Time-weighted ReturnsVideo · 4 min
  12. 12Feb 24, 2026Class · 1 h 44 min
  13. 13Feb 28, 2026Class · 1 h 36 min
  14. 14Mar 3, 2026Class · 2 h 5 min
  15. 15Mar 7, 2026Class · 1 h 48 min
Whole Level I outline→
PreviousMoney-weighted and Time-weighted ReturnsTA9 · Video module · 4 minNextClass · Feb 28, 2026TA9 · Class recording · 1 h 36 min
Ask Michael about this
Michael Hlinka

CFA and CSC exam preparation from Michael Hlinka. Free — a 3-minute sign-up. Questions any time:

michael@michaelhlinka.com

Courses

  • CFA Level I
  • CFA Level II
  • CFA Level III
  • CSC
  • All three levels as a map

Learn

  • Tutoring with Michael
  • Study plan
  • Blog
  • Questions and answers

Account

  • Create free account
  • Sign in
  • Your account

Michael

  • About Michael
  • Contact
  • Support the work

Michael's occasional emails

Study tips, new material and the odd note on the exams. Not often. Unsubscribe any time.

  • Privacy
  • Terms
  • Refunds
  • Tutoring terms
  • FAQ
  • Contact

CFA® is a registered trademark of CFA Institute. CSC® is a registered trademark of the Canadian Securities Institute. michaelhlinka.com is not affiliated with, endorsed by, or sponsored by either organization.

© 2026 Michael Hlinka · Toronto