Optimize and reweight your existing portfolio

You already have a portfolio. But you wonder if you can do better, or if there are any opportunities that you’ve missed. DAYOSS proposes portfolios that substitute your components for funds with higher Suitability Score. It also shows reweights of your portfolio that aim to increase the overall Suitability Score. Given your risk and preferences these might warrant your consideration. It also shows you their past performance and risk and reward.

How

To set up a Portfolio Optimization click on Configure portfolio, add all the assets that comprise your portfolio that you would like optimized and their percentages and click on Compute. Because this is a Portfolio Optimization configuration, the percentages should sum up to 100%.

Output

You will get a series of 6 portfolios that include the following types: Re-Weight, Substitute and New. The number of suggested portfolios for each of these types are based off of your configuration. If your input portfolio is exclusively made up of funds, you will also get your input portfolio to compare it with the DAYOSS' suggestions. See Portfolio Basics to learn more about the output types.

Guide

Follow this guide to learn how to optimize and reweight your pre-existing portfolio: