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Old 08-15-2024, 07:20 AM
CoachKandSportsguy CoachKandSportsguy is offline
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Default Active portfolio 30 year returns using machine leaning

This type of machine learning (ml) results will eliminate most investment analysts jobs, and reduce a portfolio manager's job to strategy automation.

Note the portfolio analysis results over 30+ years.

the most important results are:
length of backtest
investment instruments (etfs good, which etfs?)
annualized return (not return from inception)
Sharpe ratio: greater than 1.0, which is return is greater than risk taken
Max drawdown: the worst loss from the maximum gains when the portfolio ml is wrong.
Worst year: when the model is wrong during the year, what is the annual return look like? does it adjust rapidly to the conditions?

If and when anyone interviews an investment manager with a program,
ask for the results listed above, if you can't get them, you really are only getting a sales pitch for a retail client.

The screen shot is the picture of the Twitter post, click on the url if the screen shot doesn't load, its a small screen shot so not sure why it doesn't show.
https://x.com/WifeyAlpha/status/1824034705689194726
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