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I will provide investment portfolio analysis and forecast
David Sancho
About this gig
Transform your investment portfolio with institutional-grade quantitative analysis. I provide comprehensive portfolio evaluation using 5 years of historical data, advanced risk modeling techniques and comparison against 80+ market benchmarks.
What You'll Get:
- Performance Analysis - Annual returns, Sharpe ratio, risk-adjusted metrics, seasonal trends
- Risk Assessment - VaR, maximum drawdown, volatility analysis, stress testing
- Diversification Analysis - Correlation matrices, sector exposure, benchmark comparisons
- Professional Reports - Interactive dashboard, detailed reviews, performance charts
- Sophisticated asset forecasts using an ensemble of over a dozen ML models (XGBoost, LSTM, Prophet, ARIMA, etc) combined with a support array of 200+ technical, sentiment, macro-economic and fundamental value indicators.
Perfect For:
- Investors, portfolio managers, financial advisors, retail traders, equity researchers, hedge funds.
The Analysis Covers:
- Individual stocks, ETFs, mutual funds
- International investments and emerging markets
- Alternative investments (REITs, commodities, crypto, hedge funds)
- Risk parity and factor-based portfolios
Get to know David Sancho
David Sancho
Business Intelligence, consulting, data science and financial analysis
- FromSpain
- Member sinceFeb 2024
- Avg. response time5 hours
- Last delivery1 month
Languages
English, Spanish, Catalan, German
Data scientist, quantitative researcher, financial analyst and trader. Master's degrees in both data science and education. I have years experience as a profitable trader and coding in pine script, programming trading bots, indicators and strategies for TradingView. Currently focused on AI / ML applied research.
Reports are as per GAAP standards. I guarantee: on time delivery, high quality work, quick response times and confidentiality.
.............. Linkedin: in/davidsanchom/
FAQ
Q1: What do you need for the analysis?
A: I need your portfolio holdings (ticker symbols, if leveraged or shorted, marked as such) and allocation percentages. I'll handle all data collection and calculations.
Q2: Is my financial information kept confidential?
A: Absolutely. I treat all client information with the utmost confidentiality. I use secure channels for data transfer and never share your information with third parties.
Q3: Do you provide specific buy/sell recommendations?
A: While I provide optimization suggestions, I don't give specific buy/sell recommendations for individual stocks. My analysis focuses on overall portfolio structure, risk management, forecast ranges, diversification and asset allocation best practices.
Q4: How often should I have my portfolio analyzed?
A: It's generally good to review your portfolio at least quarterly or when the market experiences significant shifts. However, the frequency can vary based on your investment strategy, risk tolerance, market conditions, etc.
Q5: Can you analyze portfolios that include assets other than stocks?
A: Yes, I can analyze diversified portfolios that include most stocks, bonds, indexes, ETFs, commodities, real estate, cryptocurrencies and funds. I don't guarantee access to rarer, more obscure and smaller assets. Please contact me first to discuss such cases.
Q6: What if I don't agree with your analysis or recommendations?
A: My analysis is meant to provide insights and suggestions, but the final decision always rests with you. If you have concerns about any part of the analysis, I'm happy to explain the reasoning or adjust the recommendations based on your particular criteria.
Q7: Do you offer ongoing portfolio management services?
A: This service is for analysis and recommendations only. I don't offer ongoing management, but I can provide regular review and analysis services. Contact me for details on setting up recurring portfolio check-ups.
Q9: What is your revision policy?
Each order includes a set of revisions for minor adjustments, free of cost. Major changes outside the stated scope may require an additional fee, on a case by case basis. The revisions will be typically completed within a 50% extension of the original timeline.
Q10: What do the portfolio scores mean?
A: Scores range from 0-10 (higher is better). Performance Score measures returns, Risk Score evaluates risk management quality, Correlation Score assesses diversification. Final Score combines all factors for overall portfolio health assessment. Do contact me if you have any doubts about it.
Q11: Do you provide investment advice or just analysis?
A: I provide quantitative analysis, risk assessment, and optimization notions only. All reports include actionable insights, but they aren't investment advice. Use the analysis to enrich your decisions and/or to get a second opinion. Remember: a more thorough due diligence process is always better.
