Portfolio Optimizer

Optimize Your Investments

Welcome to the Portfolio Optimization Wizard. This tool uses Markowitz Mean-Variance Optimization to help you build efficient portfolios that maximize expected returns for a given level of risk.

Select a sector below to analyze companies within that industry and find the optimal portfolio allocation based on historical performance.

Step 1: Select a Sector

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Industrials
78 companies
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Health Care
61 companies
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Information Technology
69 companies
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Utilities
31 companies
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Financials
73 companies
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Materials
28 companies
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Consumer Discretionary
50 companies
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Real Estate
31 companies
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Communication Services
22 companies
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Consumer Staples
38 companies
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Energy
22 companies

Step 2: Select Companies

Selected Sector:

Optimization Options

Backtesting simulates how the optimized portfolios would have performed in a separate test period.

Step 3: Portfolio Optimization Results

Optimizing your portfolio. This may take a minute...