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Portfolio Optimization
Portfolio Optimization uses Modern Portfolio Theory (MPT) to identify efficient portfolios of stocks, mutual funds, and ETF's with the minimum level of risk for a specified portfolio return. It plots the efficient frontier graph and selects high-momentum securities that will substantially increase portfolio returns. (For example, PO increased the annualized five-year return of the S&P 500 index from 2% to 13%.) PO has built-in databases for the annual percent re- turns for the last 10 years for all the stocks in AAII's Stock Investor Pro and all the mutual funds and indexes in AAII's Quarterly Mutual Fund Update.

Portfolio Optimization is now available in 3 versions. Please click on the links below to download:

1. Windows 32-bit: pc32po13, the original version for XP and 32 Windows 7, 0.8MB;

2. Windows 64-bit: pc64po13 for 64 Windows 7and 64 Windows 8, 3.3MB;

3. Mac OS X: macpo13 for Mac OS X 10.5 or greater.

Enter your version (1-3), then click on the Download Now box at right. After download, click on the Save box, select the save folder, click on Save box. (Versions 2 and 3 are long downloads.)
Number of Downloads*: 0
Publisher: David Herron, Benjamin Waters
Date: 03/05/13
File Size: 3.3MB
Version: pc64po13
Terms: Free
System Requirements: 64-bit PC?s
Special Requirements: None
* Downloads from the past 3 months
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