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Portfolio Scenario
Nasdaq-Heavy Portfolio Analysis
Portfolio overweight Nasdaq-style growth and momentum exposure.
1. Portfolio Definition
A representative setup for this scenario includes:
2. Risk Analysis
- Volatility: 29.00%
- Correlation Risk: high
- Sharpe Ratio: 0.39
- Technology Exposure: 69%
3. Optimization Example
Original Sharpe Ratio
0.39
Optimized Sharpe Ratio
0.66
- - Lowered concentration in Nasdaq beta.
- - Added defensive and value diversification.
4. Optimized Portfolio Mix
- Growth 40%
- Broad Market 25%
- Value/Quality 20%
- Defensives 10%
- Cash 5%
5. Next Step
Apply this to your own holdings and constraints with AIQ’s portfolio optimization workflow.
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