%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% | - |