Objective and Key Result • Objective: Determine an asset allocation for my personal investment portfolio • Key Result: Develop a model that consumes 5 securities based on Ray Dalio’s All Weather Fund guidance and then outputs the optimal asset allocation and tweak the allocation moving forward
My Workflow Here's a breakdown of the workflow I used to create the All Seasons Portfolio:
- Import the data of the stock prices using tq_get from tidyquant
- Transform stock prices to returns using tq_transmute
- Building a portfolio based on the allocation of Ray Dalio's All Weather Fund using tq_portfolio
- Visualize returns and sharpe ratio with ggplot2
- Visualize the investment growth of the portfolio based on a $10,000 investment