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Portfolio Scenario
ETF Growth Portfolio Analysis
Growth-oriented ETF mix with US and international sleeves.
1. Portfolio Definition
A representative setup for this scenario includes:
2. Risk Analysis
- Volatility: 23.00%
- Correlation Risk: moderate
- Sharpe Ratio: 0.44
3. Optimization Example
Original Sharpe Ratio
0.44
Optimized Sharpe Ratio
0.70
- - Removed ETF overlap and improved factor balance.
4. Optimized Portfolio Mix
- US Growth 40%
- US Broad 25%
- International 15%
- Small Cap 10%
- Defensive 10%
5. Next Step
Apply this to your own holdings and constraints with AIQ’s portfolio optimization workflow.
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