Optimize Portfolio

  DOW Optimized Portfolio: PU001-04252021 Hello All,  This week I have considered the 30 Large Cap stocks listed on Stock Exchanges of United States under "DOW Jones Industrial Average" and built an Optimized Portfolio for better returns with least risk / Volatility. Have also provided the Weightage / % of Portfolio that you can hold with a) Low Risk & also b) High Risk, along with c) Optimized Portfolio. For those who do not want to Risk, have provided an Optimized Portfolio (c) 0with Least Risk / Volatility and High Annual Returns. Note: We have come up with ONLY 5 Stocks from "DOW Jones Industrial Average" in this optimized portfolio, it means in the current situation it is not advisable to  start afresh with any of the remaining 25 stocks from this series / list. But if you are already holding any of them and have reaped good returns, you can continue to hold them in low % (around or less than 10%). Plan is to have a distributed and balanced portfolio. This

  Portfolio Optimization   Portfolio Optimization is a process to check the existing stock holdings (Portfolio) with historical data of the last 10 or more years (X-Ray) of an individual script and enhance the holdings to have lesser risk with good/high/stated annual return on the portfolio for Long Term.   Introduction The details shared here are based on the knowledge and experience and published for knowledge Enhancement. Here we have considered only Portfolio as the base block as against any specific script. This is because individual scripts can have lows and highs but overall the portfolio should be strong and healthy with a steady uptrend with better returns. Will be sharing Portfolios mainly from Indian & US Stock Exchanges, but the same can be applied to any portfolio in stock exchanges across the Globe.   Rules This is meant only for  Long Term Investment . Avoid going to overvalued scripts even though they have strong fundamentals. Balance the Portfolio with a wide range