Simulate and compare investment returns of portfolios comprised of custom securities. Create securities with expected mean and standard deviation parameters for returns and dividends. Choose portfolio starting value and contribution rate. This project simulates many trajectories of each portfolio over time and collects aggregate results.
- Allow portfolios to support multiple different securities
Growth portfolio trajectories simulated:
Portfolio value breakdown for a dividend portfolio showing the contribution to the portfolio value from price appreciation, dividends, and cash contributions:
Annual dividends from a dividend focused portfolio:
Comparison between a growth focused and dividend focused portfolio:
