My Efficient Portfolio Design

风险声明:这是一个记载学习理财炒股的个人心得笔记. 对他人采用本博客信息导致的失误和损失本人不承担任何义务和责任,敬请鉴凉.
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By using the wenxi's optimal portfolio inveting method, the optimal assets misx of my efficeint portfolio is obtained as follow:

Aggressive funds (20%)
Growth funds (50%)
Fixed income funds (30%)

The expexted 3 year return will be 28.76% and the risk will be 7.09%. The sharp ratio is 4.056.

My real portfolio is brokendown as follow:

Aggressive funds (19.9%)
Growth funds (60.7%)
Fixed income funds (19.4%)

The expexted 3 year return is 28.58% and the risk is 7.23%. The sharp ratio is 3.953.


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