Portfolio¶

In [3]:
%load_ext autoreload
%autoreload 2
from import_src import *

from collections import OrderedDict
from src.domain import *
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA
from src.data.portfolio import import_portfolio

portfolio = import_portfolio("../data/portfolio.yaml")
display_portfolio(
    distrib=portfolio, extra_stocks=OrderedDict({"S&P 500": SHARES_DATA["S&P 500"], "BND": SHARES_DATA["BND"]})
)
The autoreload extension is already loaded. To reload it, use:
  %reload_ext autoreload
Type Stock 75.0%
Bond 25.0%
Cap Large 60.0%
Small 40.0%
Term Long 100.0%
Region Us 80.0%
Ex-us 20.0%
Portfolio
VTI 17.5%
VTV 10.0%
VNQ (REIT) 7.5%
IJS 20.0%
EAFE 10.0%
EAFE Small-Cap 10.0%
BND 25.0%
Mean ret. Std Sharpe | Portfolio S&P 500 BND
Portfolio 9.12% 11.21% 0.81 | - 91.47% 13.63%
S&P 500 10.88% 15.18% 0.72 | 91.47% - 17.7%
BND 6.72% 5.3% 1.27 | 13.63% 17.7% -