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Portfolio Scenario

Healthcare Portfolio Analysis

Healthcare-centered portfolio balancing defensive and growth profiles.

1. Portfolio Definition

A representative setup for this scenario includes:

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2. Risk Analysis

  • Volatility: 20.00%
  • Correlation Risk: moderate
  • Sharpe Ratio: 0.46

3. Optimization Example

Original Sharpe Ratio

0.46

Optimized Sharpe Ratio

0.71

  • - Balanced pharma concentration with broader sectors.

4. Optimized Portfolio Mix

  • Healthcare 45%
  • Consumer Staples 20%
  • Industrials 15%
  • Tech 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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Informational only, not investment advice. Investing involves risk, including loss of principal.