Analyse Effectiveness of Ray Dalio 'All Seasons' Asset Mix in AU Market

Stängt Publicerat 5 år sedan Betalades vid leverans
Stängt

About me: Background in finance and technology, contemplating change in investment strategy. On account of work-commitment unable to complete simple research required to effect a high quality decision.

About you: Demonstrable experience, at least 5 years in Investment Analysis/Research, preferably with a major firm. Ability to package and communicate output of your analysis.

What Success Looks Like:

(1) Demonstrate accurate 50+ year backtest of 'All-Seasons' mix within Australian Market;

(2) Recommend, with evidence, AUD exchange-traded securities to mirror All Seasons mix.

Deliverables:

(1) Short-form presentation (up to 3 pages) of summary findings and recommendations;

(2) Financial model - portfolio backtest, citing sources and assumptions;

(3) Financial model - instrument recommendations, citing all sources and assumptions;

(4) Tracking error analysis for recommended instruments.

Expectation is that we spend 2 x 30 mins to ensure requirements and expectations are agreed in advance.

All Seasons Access Mix:

40% Long Term Government Bonds;

15% Short/Intermediate Government Bonds;

30% Stocks;

7.5% Blended Commodities;

7.5% Gold.

Bokföring Verksamhetsanalys Finansanalys Ekonomisk forskning Matematik

Projekt-id: #17357269

About the project

9 offerter Distansprojekt Aktivt 5 år sedan

9 frilansare har lagt bud på i genomsnitt $76/timme för det här jobbet

sheak

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usmanhassan123

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caprateekr

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Conepoint

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deszie

2.25 years of experience in the financial industry, 1 year of experience in academic research. Master’s in Banking and Finance.

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