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Portfolio Scenario
Income Plus Growth Portfolio Analysis
Hybrid portfolio targeting dividend income with growth participation.
1. Portfolio Definition
A representative setup for this scenario includes:
2. Risk Analysis
- Volatility: 17.00%
- Correlation Risk: moderate
- Sharpe Ratio: 0.55
3. Optimization Example
Original Sharpe Ratio
0.55
Optimized Sharpe Ratio
0.78
- - Balanced income sleeve with controlled growth concentration.
4. Optimized Portfolio Mix
- Income 40%
- Growth 30%
- Bonds 20%
- Defensive 10%
5. Next Step
Apply this to your own holdings and constraints with AIQ’s portfolio optimization workflow.
Related Portfolio Scenarios
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