Optimal Portfolio Calculator Using S&P 500 and NASDAQ Data


🌝 Portfolio Strategy Explanation

1. Blue-chip stocks: Market capitalization over $10 billion, Forward P/E below 20, Beta below 1.2
2. Industry Sector Diversification: Select the top 5 stocks from each sector
3. Balance of Growth and Value Stocks:
    • Growth stocks: Top 25 stocks with a Forward P/E above 25
    • Value stocks: Top 25 stocks with a Forward P/E below 15
    • Combine these two groups to form the portfolio
4. Dividend stocks: Stocks with a dividend yield above 3%

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