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Portfolio Scenario

Energy Portfolio Analysis

Sector-focused energy portfolio with commodity-cycle sensitivity.

1. Portfolio Definition

A representative setup for this scenario includes:

XOMCVXSLBCOPOKE

2. Risk Analysis

  • Volatility: 26.00%
  • Correlation Risk: high
  • Sharpe Ratio: 0.36

3. Optimization Example

Original Sharpe Ratio

0.36

Optimized Sharpe Ratio

0.62

  • - Reduced single-sector concentration.
  • - Added non-energy diversifiers.

4. Optimized Portfolio Mix

  • Energy 45%
  • Industrials 20%
  • Utilities 15%
  • Healthcare 10%
  • Cash 10%

5. Next Step

Apply this to your own holdings and constraints with AIQ’s portfolio optimization workflow.

Run the AIQ Portfolio Optimizer How to optimize portfolio allocationHow to improve Sharpe ratio

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