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Optimize Retail

Where do you want to invest?

This is your currently selected theme which will be used to originate your portfolio. Change Idea

What is your appetite for volatility?

Specify your current investment horizon and how much of market risk you are willing to tolerate.

Time Horizon

Risk Tolerance

How many positions would you like to take?

Let us know how many positions you would like to be originated for this portfolio

What is your budget?

Specify your currently available budget. We will allocate the positions as close to your budget as possible.
Would you like to optimize multiple investing ideas into a single portfolio?
Propose Portfolio
Sometimes investors prefer to allocate their assets around a certain investing idea or a particular concept. Macroaxis Idea Optimizer uses standard mean-variance optimization techniques to compute optimal weights of assets from the selected investing idea. By using this technique one eliminates non-systematic (i.e. company specific) risks both on the level of individual position as well as at the level of the idea.

Portfolio Theme Optimizer is a 3-step process that allows you to optimize your selected theme. Macroaxis themes use dynamic set of algorithms to aggregate related companies, funds, and ETFs based on several common attributes such as their riskiness, expected returns, areas of operation, size and others. Themes are evaluated daily and may exclude significant number of statistical outliers. To optimize selected theme you first need to be registered and active Macroaxis user (either freemium or premium). Once your account is activated, optimizing a portfolio from a selected theme is easy:
Accept existing or select new theme from theme select box
Specify your investing mood
Set Budget and hit "Optimize Idea" button
You do not need to worry too much about which of the optional attributes to select when creating portfolios. As you continue using our service you will learn and develop your own methodology on how to utilize various filtering options to create your personal and unique portfolio management system.
Please note, the New York Stock Exchange (NYSE) and American Stock Exchange (AMEX) have recently merged. Although Macroaxis has implemented solutions to handle this transition gracefully, you may still find some securities that may not be fully transferred from one exchange to another.
Thematic portfolio optimization is the process of generating an efficient portfolio out of a limited set of already screened equity instruments. The objective of optimizing an investing theme such as Retail is to build a portfolio that is focused on a particular nitch yet is very well diversified. These final optimal portfolios typically maximize expected returns and minimize risk.