Info
Portfolio ideas, explained visually
A short video series introducing the ideas behind 5thN Financial’s portfolio research—from the market-portfolio convention to the progression from Modern Portfolio Theory toward Expanded Portfolio Theory.
Portfolio research Market portfolio CAPM MPT → EPT
Information series
Start here and work from top to bottom
The four videos are arranged as a sequence. Click any image to open the video in a large pop-out player without leaving this page. If you are new to the portfolio framework used at 5thN, watching them in order provides the clearest progression.
01
Orientation
Introduction
Begin with the overall framework and the questions that motivate the portfolio discussion developed through the rest of the series.
02
Market portfolio
The Market Portfolio Myth
Examine the conventional market-portfolio idea and why portfolio construction deserves a closer look than simply accepting capitalization weighting as the natural endpoint.
03
Theory
Beyond CAPM
Continue the progression by reconsidering the role of CAPM in the portfolio framework and separating portfolio construction from assumptions that need not define the entire process.
04
Expanded Portfolio Theory
From MPT to EPT
Finish with the transition from Modern Portfolio Theory to Expanded Portfolio Theory and the broader portfolio-construction framework used in 5thN’s research and implementation work.
Continue exploring
These videos provide the conceptual background. The ETF, Software, Continuing Education, and Active Research sections of this site show how those ideas connect to 5thN Financial’s current work.