| Stock | Weight % | Market Cap Weight % | Difference % |
|---|---|---|---|
| NVDA | 24.81 | 16.79 | 8.03 |
| TSLA | 17.39 | 6.31 | 11.08 |
| MSFT | 13.81 | 15.68 | -1.87 |
| META | 10.59 | 7.85 | 2.74 |
| GOOG | 10.45 | 11.93 | -1.48 |
| GOOGL | 8.06 | 11.94 | -3.88 |
| AAPL | 8.01 | 17.94 | -9.93 |
| AMZN | 6.88 | 11.57 | -4.69 |
Portfolio Metrics:
- Expected Monthly Return: 3.41%
- Standard Deviation: 4.80%
- Sharpe Ratio: 0.293
- Efficient frontier calculation and visualization : portfolio_rebalance
- Risk-return optimization: portfolio_rebalance
- Portfolio rebalancing tools: portfolio_rebalance
- Find safer stocks for bear market: find_safer_stocks_for_bear_market]
- Buy/Sell signals based on momentum (moving average): buy_sell_signals
- Find best stocks for value investing: find_value_stocks
- Use Bollinger Bands/Keltner Channels for optimum trading strategy: bollinger_bands
Check the documentation to begin optimizing your investment portfolio using advanced quantitative methods.