The purpose of this blog is to share my personal experiences, thoughts, or opinions. Also, provide informative content on the subject I am passionate about, building a community of like-minded individuals who share same interest and establishing myself as a leader in the PM industry.
This blog post will consider the following aspects:
• Playing the role of a manager of an investment fund.
• Companies that are part of the NASDAQ-100 index, as I understand it encompasses companies with strength in technological and electronic growth.
• The companies will be selected based on their annual EPS growth, with a maximum of 10 assets per period.
• The time horizon for the investment portfolio is a period of 60 months, starting in March 2023 and ending in February 2028.
• The portfolio management will follow the Markowitz model, where annual adjustments and balancing will be made based on the maximization of the Sharpe ratio. The performance of the portfolio will also be evaluated against the benchmark.
Finally, the annual performance of the fund will be taken into account.
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