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I will analyze your investment portfolio
Jaret N
About this gig
I deliver quantitative diagnostics for investment portfolios using the principles of Modern Portfolio Theory. This service is designed for investors who desire a mathematical review of their current holdings against theoretical benchmarks. I provide a visual and statistical breakdown of where your portfolio sits in relation to the Efficient Frontier, identifying the variance between your current allocation and the optimal Sharpe ratio for your asset universe. My work is strictly analytical and rooted in rigorous financial theory, providing you with an objective, data-driven report ready for review.
Get to know Jaret N
Jaret N
Custom Gigs and Pricing for Corporate Finance, Capital Markets, and Investment
- FromUnited States
- Member sinceApr 2020
- Avg. response time1 hour
Languages
English
*CUSTOM SHORT & LONG-TERM GIGS. CUSTOM PRICING AVAILABLE*
I am a finance professional with a Master’s of Science in Finance and a double-major Bachelor of Science in Biology & Philosophy. I am licensed in securities and real estate and experienced in banking, investment strategy, private Investment, and client relationship management.
My Portfolio
FAQ
Do you provide investment recommendations?
No. This service is purely a quantitative analysis. I provide the mathematical outputs and diagnostic charts; I do not offer "Buy," "Sell," or "Hold" advice.
What is the "Efficient Frontier" analysis?
It is a mathematical model that plots various levels of risk and return to show the theoretical maximum return for a given level of risk.
Will you tell me what to change in my portfolio?
No. I provide the "Current vs. Optimal" variance report. Any decisions made based on that data are at the sole discretion of the investor.
What data is required to start?
You must provide a list of holdings and current weights or quantities. I may also require additional asset level information such as return data, etc.
How do you handle performance data for non-publicly traded investments?
For private equity, real estate, or private placements, I utilize either (A) historical return data provided by you or (B) highly correlated publicly traded "proxy" benchmarks to estimate performance and volatility within the model.
What if I don't have historical data for my private holdings?
In these cases, we will discuss and select a suitable industry proxy (e.g., a specific REIT index for private real estate) to ensure the Efficient Frontier calculation remains robust.
