[CFA Level I] 15, Holding-Period Returns and the Risk Premium

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-11-03

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to calculate holding-period return using periodic income and capital appreciation. - The distinction between dividend yield and capital gain yield in total return. - How to compute realized excess return relative to a nominal risk-free benchmark. - The difference between ex ante required risk premiums and ex post realized excess r...