Tutorial

Tutorial: Portfolio Optimizer

September 2, 2022

Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

Enjoy this short tutorial on how to use the Portfolio Optimizer, an easy-to-use powerful tool to automatically help you improve your risk-adjusted expected returns.

Using the Portfolio Optimizer‍

The Portfolio Optimizer re-weights the investments in your portfolio to maximize your risk-adjusted return while matching your risk preference. In the background, it uses Modern Portfolio Theory to try to calculate an "Efficient Frontier" for your portfolio, effectively re-weighting your portfolio in thousands of ways, searching for the best possible composition along this frontier (if possible). It's an extremely simple, expert tool that you can use to balance the securities within your portfolio to optimize the expected risk-adjusted returns.

Note: the Portfolio Optimizer will also take into account the other Net Worth items within your portfolio like cash, real estate, and crypto.

Click the "Optimize" icon in the Quick Actions bar

The Portfolio Optimizer showing the proposed change to your portfolio, reweighting the securities and increasing your overall Portfolio Score

Save the optimized portfolio as a new Draft Portfolio to continue working on it until you are ready to trade

To see what PortfolioPilot can do for you and your portfolio, sign up for free today

Premium plans start at $29/mo

General Disclosures
This website is for informational purposes only and does not constitute an offer of investment management or investment advisory services by Global Predictions, Inc. (“Global Predictions”), and may not be relied upon in connection with any offer or sale of securities or other assets. Nothing on the website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

The contents of the website may contain forward-looking statements that are based on management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Global Predictions itself or its investments. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. All expressions of opinions are subject to change without notice. Inherent in any investment is the risk of loss. Further, past performance is not indicative of future results.

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