Screenshots

Beschreibung

Efficient Portfolio is a unique smartphone app, which calculates the "efficient portfolio" of shares according to the theory of Nobel laureate Prof. Harry M. Markowitz and gives instructions, how to change a given portfolio to become efficient. The efficient portfolio is a portfolio that provides the greatest expected return for a given level of risk, or equivalently, the lowest risk for a given expected return, also called "optimal portfolio".

The model works right under the assumptions of the original theory:

- The investor is acting in a rational and risk-averse manner.
- Entry- and target values are quantified by expected values and standard deviation.
- Shares of the portfolio are arbitrarily divisible.
- The model does not account transaction costs.
- The model relates to a one period consideration.
- Changes in the fair values are normally distributed.

The model is intended for long-term investors (5 - 10 years). Refreshments of the portfolio (buy/sell shares) should carried out not more than one time a year, because transaction costs becomes eventually too high.

Free Data API: Alpha Vantage Inc., Boston, Mass., USA. Includes ticker data in USD from NYSE, NASDAQ and OTC.

Informationen

Anbieter
Gerrit Mueller
Größe
24.9 MB
Kategorie
Finanzen
Kompatibilität
Erfordert iOS 9.0 oder neuer. Kompatibel mit iPhone, iPad und iPod touch.
Sprachen
Englisch
Alter
Mindestalter zum Laden dieses Programms: 17 Jahre
Unbeschränkter Zugang zum Web
Copyright
© 2018 Scietrex Scientific Software AG.
Preis
5,49 €

Support

  • Familienfreigabe

    Wenn die Familienfreigabe aktiviert ist, können bis zu sechs Familienmitglieder diese App verwenden.

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