aivest Portfolio Generator FAQ
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Edited by aivest moderatorsen-USActiveForums 5.0[year] Tim van der HorstWed, 02 Aug 2017 13:56:27 GMThttp://www.aivest.de/Portals/aivest/aivest_logo.pngaivest Portfolio Generator FAQhttp://www.aivest.de/Forums/aff/1/afv/topicsview
New "Statistics" FeatureIt is now possible to get more insight into the selection algorithm. Check the new statistics page: <br /> <br /> <a href="http://www.aivest.com/Statistics">www.aivest.com/Statistics</a> <br /> <br /> This lists the probability of all stocks selectable by the aivest optimizer. The list is being updated on a daily basis. You may also check if a certain stock is present in the list by using the filter under the name heading. <br /> <br /> In general the top 1500 stocks (worldwide) ranked by market capitalization are supposed to be contained in the list. Due to data availability to the aivest data providers less than 1500 stocks may be listed at times. It is also possible, that a relevant stock is missing - again due to limited data availability. <br /> <br /> The listed probabilities do not reflect the true probability of each stock, since the optimizer will always optimize for low risk. Therefore "slow" stocks (low volatility) and stocks offsetting risk of a majority of other stocks will have a higher change to be selected for your portfolio. The probability in the statistics page only displays the initial change of the stock to be included in a portfolio, it can not reflect the probability of such selected stock to stay in the final portfolio.
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timvdhWed, 02 Aug 2017 13:56:27 GMThttp://www.aivest.de/Forums/aff/1/aft/6/afv/topic0Will the portfolio suggestions for all users look alike?The aivest portfolio is an individual suggestion for you - nobody else will receive that same portfolio suggestion, although the logic used to create all portfolios is identical. Even for the same investment amount and currency entered at the same time varying portfolio suggestions will result. <br /> <br /> Like trees in a tree nursery the portfolios will show many similarities but will be quiet different if one takes a closer look. <br />
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timvdhSun, 24 Jan 2016 15:15:54 GMThttp://www.aivest.de/Forums/aff/1/aft/4/afv/topic0How do I create a portfolio?aivest will only suggest a portfolio, i.e. certain amounts of certain stocks, that you may then actually buy through your broker. <br /> <br /> You only have to enter a target amount and the currency you would like to use. The target amount does not include transaction costs, i.e. when you enter "5000 USD" as a target amount, then a portfolio worth about 5000 USD will be constructed by the optimizer. However, since you need to pay fees to brokers, exchanges etc. to order stocks, your total investment will be higher. Internally, aivest will use average transaction costs for the optimization, which cannot currently be customized. <br /> <br /> Once you entered the necessary information, your portfolio will be queued for construction. Depending on system utilization this will take from minutes to days.
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timvdhSun, 24 Jan 2016 15:06:59 GMThttp://www.aivest.de/Forums/aff/1/aft/3/afv/topic0How does aivest construct portfolios?aivest constructs globally diversified minimum variance portfolios. The aim is to construct a portfolio, that yields a similar return as a global stock index at a similar risk, but with a much smaller subset of stocks (i.e. while a global stock index contains thousands of different stocks, a typical aivest portfolio will only contain about 15 different stocks). <br /> <br /> Harry Markowitz published the basics of the quantitative analysis used by aivest in 1952 and received the Nobel Memorial Prize in Economic Sciences in 1990 for his theories. While his fundamental research is widely accepted, it is disputed if the modern portfolio theory (MPT) is still one of the best methods to invest. <br /> <br /> aivest users do not need to understand the theory behind aivest, but may find the following introductions rewarding. <br /> <br /> http://en.wikipedia.org/wiki/Harry_Markowitz <br /> http://en.wikipedia.org/wiki/Modern_portfolio_theory
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timvdhThu, 21 Jan 2016 16:12:11 GMThttp://www.aivest.de/Forums/aff/1/aft/2/afv/topic0