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Questions tagged [portfolio]

Portfolio may refer to: a collection of held stocks or investments (finance), or patents held by a single entity; a sample of an individual's past work (art, education, photography, development), or a display case (physical or virtual) used to display artwork, photographs, etc.

Portfolio is a generic term that may refer to:

  • A collection of held stocks or investments (finance)
  • A collection of patents held by a single entity
  • An artistic/career portfolio: a sample of an individual's or company's work
  • A display case (physical or virtual) used to display artwork, photographs, etc.
714 questions
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Pandas: assigning columns with multiple conditions and date thresholds

Edited: I have a financial portfolio in a pandas dataframe df, where the index is the date and I have multiple financial stocks per date. Eg dataframe: Date Stock Weight Percentile Final weight 1/1/2000 Apple 0.010 0.75 …
MysterioProgrammer91
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How to create a Django image gallery

I am looking to create a portfolio using Django. I have tried using ImageField but it only allows me to upload and replace 1 photo. I am new to Python and Django programming. How would I create a model to upload multiple images and show them in a…
Carl W.
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r - Portfolio Optimization - solve.QP - Constraints are Inconsistent

I am trying to use solve.QP to solve a portfolio optimization problem (quadratic problem) Total 3 assets There are 4 constraints: sum of weights equal to 1 portfolio expected return equals to 5.2% each asset weight greater than 0 each asset weight…
user3716379
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Custom expected returns in the Portfolio Analytics package

I have trouble incorporating custom expected returns in Portfolio Analytics package. Usually expected returns are some professional expectations / views or calculated separately from fundamental indicators. Portfolio Analytics allow to create custom…
Hakki
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SciPy portfolio optimization with industry-level constraints

Trying to optimize a portfolio weight allocation here which maximize my return function by limit risk. I have no problem to find the optimized weight that yields to my return function by simple constraint that the sum of all weight equals to 1, and…
Wei Wu
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Good portfolio projects

I am a recent graduate and am looking to start a career in web development. Its kind of a catch 22 at the moment as I have a fair bit of programming experience from university but not really in web development and to get a job in web development a…
David
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CSS columns bug — 5 column count only showing 4 (with images)

I am trying to implement Chris Coyier's example of using CSS columns to create a seamless responsive grid of images. I put Chris's files onto my server and everything looked fine. The only thing I changed was the actual images. Now, as you see on my…
davecave
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How do you adjust/control the scale in a treemap (using the 'portfolio' library) in R?

I am using R and the 'portfolio' library to build a treemap. The scale is defaulting to '-1000 to 1000'. I need it to be '0 to 1000', for example. I know there is a 'scale' parameter to map.market(), but I can't figure out what to pass to it.
NJ.
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Portfolio Variance of a Portfolio of N Assets in Python

Portfolio variance is calculated as: port_var = W'_p * S * W_p for a portfolio with N assest where W'_p = transpose of vector of weights of stocks in portfolios S = sample covariance matrix W_p = vector of weights of stocks in portfolios I have…
Jason Strimpel
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Detecting a PDF Package or Portfolio in code

Does anyone know of a way to detect whether a given PDF file is a PDF Portfolio or a PDF Package, rather than a "regular" PDF? I'd prefer Java solutions, although since I haven't yet found any information on detecting the specific type of PDF, I'll…
delfuego
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cvxopt for Markowitz Portfolio Optimization - finding point of optimal Sharpe Ratio

I've been trying for 3 days to understand how to use cvxopt module in python to calculate the efficient frontier. A code snippet that I found at: https://github.com/markharley/Markowitz/blob/master/markowitz.py is probably the best way to illustrate…
Wei
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Using Covariance matrix for Portfolio Optimization in R

I have a question regarding the Portfolio Optimization in R. I am very new to R and have tried to study and look answers but I'm not sure whether it is correct. I hope someone can assist me here. I have obtained covariance matrix from the asset…
NSAA
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PortfolioAnalytics - ROI optimize.rebalancing using redenominated monthly prices produces incorrect result?

Hope that someone could help or has experienced a similar situation to point me in the direction of what is going wrong. Here is my setup (see hopefully reproducible code further below): build a list of symbols get instrument data via…
user2551898
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Using Jetpack Portfolio Project in WordPress child theme does not call archive custom template

I have a child theme that uses the new Jetpack Portfolio Project custom post type and wish to modify archive.php to display custom results. I'm using: WordPress v3.9.2; Theme: Child of Point, Jetpack is installed with Custom Content Types enabled,…
user145959
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How to delete an portfolio after using initPortf in package "blotter" in R

When using the function initPortf to initialize portfolio in package blotter in R, we can initialize a portfolio, such as: currency("USD") stock("SPY",currency="USD",multiplier=1) b.strategy <- "bFaber" initPortf(b.strategy,'SPY',…
PepsiCo
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