Portfolio construction - Old School Rules
It is easy to overthink a portfolio construction because of the massive data you can access - By selecting filters, the investor will be clarifying true priorities (and test their relevance)
Performance
Themes - a Grid spots Underlying Market Trends
Pininvest themes are the basic elements of a grid, ranking market factors dynamically and highlighting shifting market trends to support forward-looking investment strategies
Making Sense of Investment Themes
In defense of diversification to mitigate portfolio risk exposure - investment themes are a reliable path to express investor preferences on sectors and industries
Pininvest Portfolio Management - Reweighting Assets by Optimization
Portfolio optimization under constraints is a functional feature to prod the weaknesses of an invested portfolio with marginal shifts in weights and selection, enhancing diversification
Pininvest Portfolio Management - virtual IMPACT of Investments
How to evaluate projected investments in a portfolio - their contribution to performance and their impact on exposure to risk and on distribution, both linked to correlation with current portfolio components