Portfolio Finder
This tool is currently in an alpha pre-release state and may contain bugs or incomplete features. Feedback and suggestions are highly encouraged to help us improve! Please submit your feedback here.
About Portfolio Finder
Portfolio Finder is a tool designed to help users identify the most efficient investment portfolios. It optimizes for maximum returns while managing and limiting risk, all within the parameters you specify. Visualize your results through scatter plots and receive detailed insights into optimized portfolio allocations and metrics like the Sharpe ratio. Future releases will include additional risk measures such as the Sortino ratio and maximum drawdown.
TSM: Represents the entire U.S. stock market, including stocks across all market capitalizations (large, mid, small, and micro).
LCV: Composed of large-capitalization companies considered undervalued relative to their fundamentals, with a focus on stability and dividend income.
LCB: A mix of large-capitalization growth and value companies offering diverse exposure to well-established businesses.
LCG: Focuses on large-cap companies expected to grow revenues or earnings faster than the broader market, often favoring tech and innovation sectors.
MCV: Invests in medium-sized companies that are undervalued relative to their fundamentals, offering a balance of growth potential and stability.
MCB: Includes both value and growth-oriented mid-cap stocks, providing moderate growth opportunities with manageable risk.
MCG: Targets medium-sized companies with higher-than-average growth prospects, typically in industries like technology and healthcare.
SCV: Invests in smaller companies that are undervalued, often offering higher growth potential with increased risk.
SCB: A mix of value and growth-oriented small-cap stocks, balancing risk and reward within the small-cap sector.
SCG: Focuses on smaller companies exhibiting strong growth potential, often in emerging industries or niches.
INTL: Composed of stocks from companies outside the United States, providing exposure to global markets and diversification.
EM: Invests in companies from developing regions such as China, India, and Brazil, offering high growth potential but increased risk and volatility.
REIT: Focused on companies that own, manage, or finance income-generating real estate properties, often providing steady dividend income.
GLD: Tracks the performance of gold, often used as a hedge against inflation or economic uncertainty.
LTT: Composed of U.S. Treasury bonds with long durations (greater than 10 years), offering stability and sensitivity to interest rate changes.
ITT: Invests in U.S. Treasury bonds with intermediate durations (3-10 years), balancing risk and return more moderately than long-term bonds.
STT: Focuses on U.S. Treasury bonds with short durations (less than 3 years), providing lower yields but minimal interest rate risk.
ITB: Includes investment-grade bonds with intermediate durations, such as corporate and government debt, offering moderate income and risk.
STB: Invests in high-quality bonds with short durations, providing liquidity and stable returns with minimal risk.