Equity Portfolio Analytics and Hedge Development
How to conduct an equity portfolio simulation and auto compute a futures hedge using the Stock Index hedge ratio
How to create a basic Markowitz efficient set and then select one efficient portfolio for insertion on the equity portfolio tab
How to construct a policy constrained Fama-French (FF) and ESG Hedge Fund
How to use the WinORS quadratic programming (QP) optimizer to create a basic (and with one click, a covariance adjusted) efficient set
How to create a QP Markowitz efficient set with policy constraints.
How to create a WinORS equity portfolio by choosing stock tickers randomly.
How to create a portfolio using the Yahoo! Finance platform followed by instructions on how to import to WinORS
How to "clean" a portfolio by eliminating bogus / non-substantive tickers
How to delete unwanted tickers from a WinORS equity portfolio
How to insert an advanced option spread into a WinORS equity portfolio
How to compute and analyze VaR for an individual ticker in the equity portfolio
Fixed Income Portfolio Analytics and Hedge Development
How to build a fixed income bond portfolio using FINRA real-time data.