MoneyController provides storage for up to 5 portfolios each. To save new ones, you have to create more space. That means one or more of your portfolios must be deleted before adding new ones. From there, every two days, we’ll start publishing a review dedicated to a “foreign” fund, which was among the top 100 in Italy in market capitalisation.
MoneyController is equipped with a security system that determines whether one or more securities have been included in a portfolio with irregularities that have escaped an initial “data management” check. To avoid publishing incorrect results, the system reports the irregularity in writing.
Another reason for portfolios not being calculated is related to the weighting of the portfolio’s investments.
If the sum of the percentage weighting assigned to each individual security differs from 100, the calculation can’t be made.
For example, if three securities with the same weighting are added to a portfolio, the value of each security is “rounded” to get a total of 100%.
Otherwise, it would be 33.3333% for each security. If the portfolio is called up again after saving it, however, it returns an overall value of 99.99%; therefore, the process of “equal weighting” must be repeated by clicking on the corresponding button.
The portfolio is optimised according to the Markowitz model. When rebalancing the securities, the calculator selects the securities with which it can achieve an optimal result (the best risk-return ratio), and it discards those that hinder this result.
If the expected return and the maximum acceptable risk aren’t specified, the calculator indicates the portfolio that comes closest to the zero return as the optimal portfolio (marked with a yellow dot/circle).