Improved Portfolio Optimizer, and Initial Results

I've been working hard on making the tools better, in particular on the optimizer, to make sure it produces great results. Keep in mind that studies that use historical returns can only be relied on so much. And we should never be using historical…

Machine Learning In Investing

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Machine learning can be used in investing in a variety of ways. This article seeks to show a few of those and describe the basics. Hedge funds have tried for years to use machine learning (or AI) in their funds. Moving on to today, all quantitative…

Optimizing Some Popular Portfolios

In Forbes I found a post about some 'expert' model portfolios. I thought it would be interesting to try optimizing these portfolios using RIAengine smart portfolio optimizer, and seeing what backtests looked like. Here are the results. Buffet…

Investment Portfolio Risk, Reduce It Or Risk Losing Clients

Investment portfolio risk can be an uncomfortable topic. It’s easy to find articles all over the internet that encourage people to sit tight when things are dropping. Warren Buffet’s famous instructions regarding his wife’s trust are…