Abstract: Portfolio optimization that allows the borrowed money from a loan to be invested in risk assets is formulated as a data-driven optimization problem called POL_P. Then, in order to reflect ...

This project allows users to work with advanced portfolio optimization using natural language, without writing code. It provides 9 specialized MCP tools covering everything from classic mean-variance ...

Total stock market ETFs should be the cornerstone of any well-constructed investment portfolio. A lot of investors and members of the financial media talk a lot about what to buy and sell. In most ...

Warren Buffett has steered the Berkshire Hathaway holding company to market-crushing returns for the last 60 years. Buffett uses a simple long-term investment strategy, and he rarely chases hot stock ...

The markets have been in a bull market since late 2022. The S&P 500 gained 26.1%, 24.8%, and 17.6% in 2023, 2024, and 2025 (until Nov. 30 th), respectively. Also, we have seen the S&P 500 make 35 new ...