A Quantext Portfolio Planner (QPP) analysis was requested for the following ten securities. In the analysis the S&P 500 is projected to return an annualized 7.0% over the next six to twelve months.
QPP Analysis: This array of 10 ETFs is projected to top the S&P 500 by 220 basis points annually. The projected standard deviation is 15.9% and the Diversification Metric is 32%, or a little lower than the goal of 40%.
Correlation Matrix: The following correlation matrix shows both the individual correlations and how the different ETFs are correlated in the context of the asset allocation plan.