Use Case

Customer Report

Steve Purves

#Analysis Headlines

  • Lowest risk single stock is Google at around 0.18
  • Highest risk single stock is Amazon at around 0.28
    • Minimum volatility portfolio risk/return (0.16/0.22)
    • Optimal portfolio risk/return (0.18/0.3)

#Recommendations

  • Assume minimum volatility position for 6 months

#Portfolio Explorer

The following plot shows the results of our analysis for 5000 randomized portfolios. The plot is interactive and you can create a selection by dragging a box on the top chart.