Tag: optimization

  • Risk/Return POA – Dr. Dividend’s Positions

    Risk/Return POA – Dr. Dividend’s Positions

    Based upon the Portfolio Optimization Algorithm (POA) discussed earlier and the relevant POA QC analysis and comparisons, let’s look at the current stock positions suggested by Dr. Dividend (DD). Let’s define the following POA parameters: benchmark_ = [“^GSPC”,]portfolio_ = [‘AAPL’, ‘GOOG’, ‘COST’, ‘SBUX’, ‘DE’,’SOFI’,’APD’,’UNH’,’SHW’,’NVDA’] start_date_ = “2021-01-01”end_date_ = “2022-10-05”number_of_scenarios = 10000 trade_days_per_year = 252 delta_risk […]

  • HealthTech ML/AI Q3 ’22 Round-Up

    HealthTech ML/AI Q3 ’22 Round-Up

    Featured Photo by Andy Kelly on Unsplash This blog presents a Q3 ’22 summary of current healthtech ML/AI innovation methods, trends and challenges. Virtual reality, artificial intelligence, augmented reality, and machine learning are all healthcare technology trends that are going to play a vital role across the entire healthcare system. Let’s take a look at […]

  • Portfolio Optimization Risk/Return QC – Positions of Humble Div vs Dividend Glenn

    Portfolio Optimization Risk/Return QC – Positions of Humble Div vs Dividend Glenn

    Based upon the Portfolio Optimization Algorithm (POA) discussed earlier and the relevant POA QC use-case (positions of The Dividend Breeder), let’s run the similar algorithm to compare top 5 stock positions of Humble Div (HD) vs Dividend Glenn (DG) in terms of the Risk/Return Ratio (RRR) or RRR1=1/RRR. Let’s define the following common POA parameters: […]

  • Stock Portfolio Risk/Return Optimization

    Stock Portfolio Risk/Return Optimization

    Featured Image by D koi on Unsplash Following the Garcia’s exercise on how to create a portfolio testing 10,000 combinations of stocks, let’s implement the end-to-end Python stock optimization workflow that minimizes the Risk/Retun ratio with respect to a market benchmark. Such a stand alone workflow consists of the following steps: Let’s set up the […]

  • Macroaxis Wealth Optimization

    Contents: Overview What is Macroaxis? Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools. Best For Designed for small businesses, it is an investment management solution that helps with portfolio creation, asset allocation, and more using various financial models. Pricing Macroaxis pricing starts at $19.99 per month. There is a free […]