Tutorial: Portfolio Optimizer
Enjoy this short tutorial on how to use the Portfolio Optimizer, an easy-to-use powerful tool to automatically improve your risk-adjusted returns.
Using the Portfolio Optimizer
The Portfolio Optimizer re-weights the investments in your portfolio to maximize your risk-adjusted return while matching your risk preference. In the background, it calculates an "Efficient Frontier" for your portfolio, effectively re-weighting your portfolio in millions of ways, searching for the best possible composition. It's an extremely simple, expert tool that you can use to better balance the securities within your portfolio.
Note: the Portfolio Optimizer will also take into account the other Net Worth items within your portfolio like cash, real estate, and crypto.