Porfolio Management

I built a multi-asset portfolio from the ground up using a structured IPS, a macro-regime framework, 10 years of market data, and a risk budgeting approach. The project walks through the investment objective, constraints, asset universe, factor and regime reasoning, optimization process, expected returns, volatility estimates, and risk-contribution analysis. It’s a complete look at how I think about portfolio design under mild stagflation and how I balance return targets, volatility control, and tax efficiency.