Data & Code How do we build an optimal portfolio? What defines the assets we should hold in our portfolio and by how much or less should we weight them? As humans we like to group assets together by similar characteristics. For example, wine can take on different characteristics from taste, color, region of origin. Likewise, we do the same with companies. An equity can be characterized by its size, fundamental value or growth potential. A fixed income security can be characterized as either government or corporate. And physical assets like Platinum or Gold can be uniquely characterized by their atomic number on the periodic table.
How to build an optimal portfolio?
How to build an optimal portfolio?
How to build an optimal portfolio?
Data & Code How do we build an optimal portfolio? What defines the assets we should hold in our portfolio and by how much or less should we weight them? As humans we like to group assets together by similar characteristics. For example, wine can take on different characteristics from taste, color, region of origin. Likewise, we do the same with companies. An equity can be characterized by its size, fundamental value or growth potential. A fixed income security can be characterized as either government or corporate. And physical assets like Platinum or Gold can be uniquely characterized by their atomic number on the periodic table.