Tag: portfolio

  • Stock Market ’22 Round Up & ’23 Outlook: Zacks Strategy vs Seeking Alpha Tactics

    Stock Market ’22 Round Up & ’23 Outlook: Zacks Strategy vs Seeking Alpha Tactics

    Featured Photo by Pixabay Contents: Zacks Market Research 2022 has been a strong year for jobs: Commodity markets: Energy: Global Investments: In the Zacks October 2022 Chief Investment Officer (CIO) survey, the CIOs made it fairly clear how they felt about investing outside the US. Answer: not great. Corporate High Yield and Investment Grade Bonds:In […]

  • Bear vs. Bull Portfolio Risk/Return Optimization QC Analysis

    Bear vs. Bull Portfolio Risk/Return Optimization QC Analysis

    Based on the Portfolio Allocation and Optimization Algorithm discussed earlier and the related portfolio management, let’s run the Bear vs. Bull QC test of the portfolio P=[MSFT, AAPL, NDAQ] in terms of the Risk/Return Ratio (RRR). We have got a Sharpe ratio of less than one that is considered unacceptable or bad. The risk the portfolio encounters isn’t being offset well enough by its return. A high correlation coefficient indicates poor diversification. Results are consistent with the Barchart stocks-to-sell opinion.

  • 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 […]

  • 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 […]

  • Upswing Resilient Investor Guide

    About Investment Business Helicopter View Business Intelligence (BI) Sneak Peek Risk/Return Ratio Risk Severity Matrix Min(Risk) Control Max(Reward) Control Stock Liquidity Bid-Ask Spread (BAS) Roadmap to the Highest Return 1 Preparation Phase (Workspace Setup) 2 Stock Data Analytics (Crunch the Numbers) 3 Max(Return) “Double Your Money” 4 Min(Fees) – “Investment Fees Matter” 5 Risk/Return Trade-Off […]

  • Investment Risk Management Study

    Investment Risk Management Study

    This is a risk aware investing/trading tour for all levels of newbies to benefit from. Based on an extensive stock data analysis of the largest Fortune 500 companies as well as start-ups, this guide will show you how to maximize your returns while dealing with the risk of losses. The all-in-one way to quantify risk/return factors in the stock market is to introduce a Traffic Light System (TLS) as a product of loss or success and impact/severity scores that represent the Business Intelligence (BI) indicators of your investment choices.

  • RISK AWARE INVESTMENT: GUIDE FOR EVERYONE 

    This is a 7-day risk aware investing/trading tour for all levels of newbies to benefit from. The goal is to answer the million-dollar question: How do I get started within 1 week (!) without prior knowledge, what to invest in – and how much? Based on an extensive stock data analysis of the largest Fortune 500 companies as well as start-ups, this guide will show you how to maximize your returns while dealing with the risk of losses. In fact, even though some companies may choose to pay dividends, your stocks could instantly lose (a part of) their value due to wide price fluctuations and heavy trading. Therefore, it’s very important to support you in a fit-for-purpose quantitative manner when it comes to the level of overall risk/volatility you are willing and able to run. The all-in-one way to quantify risk/return factors in the stock market is to introduce a Traffic Light System (TLS) as a product of loss or success and impact/severity scores that represent the Business Intelligence (BI) indicators of your investment choices.