Towards A More Profitable S&P500 With Portfolio Optimization

Carlo Lepelaars

Towards A More Profitable S&P500 With Portfolio Optimization

Image by Ishant Mishra | https://unsplash.com/photos/osWDvhPlGLU

Just published my first blog post on Medium!

This new blog post discusses how you can optimize the S&P500 and create portfolios that are more performant compared to the classic S&P500 weighted by market capitalization. As an introduction to portfolio optimization you’ll learn about the equal weighted S&P500, minimum variance portfolio, eigenportfolios and random matrix filtering.

Additionally there is an accompanying Kaggle Notebook with code to reproduce and play around with these techniques.

It is my intention to write blog posts about AI (Safety) and quant finance more regularly again. Feedback is always appreciated!

Blog post: https://medium.com/@carlolepelaars/towards-a-more-profitable-s-p500-with-portfolio-optimization-c43a37d9078f

Kaggle Notebook: https://www.kaggle.com/code/carlolepelaars/a-more-profitable-s-p500-portfolio-optimization