Theory

Principle of Uncorrelated Risks in Portfolio Diversification

The effectiveness of diversification in reducing the overall variability of returns on a loan portfolio hinges on the risks of the individual loans being uncorrelated. When risks are uncorrelated, the more loans a bank issues, the more stable and less variable its overall return becomes, as the poor performance of some loans is likely to be offset by the good performance of others.

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Updated 2025-08-10

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