IniziaInizia gratis

Industry attribution

In this exercise, you're going to calculate the relative industry position of your portfolio, versus a benchmark. As a portfolio manager you need to understand your portfolio's underweight and overweight positions (or "industry bets"), as they are a large driver of performance, as well as a potential source of risk.

The DataFrame portfolio_data is available, containing details about the industry classification, obtained from the Global Industry Classification System or "GICS", of your portfolio holdings, as well as your portfolio weights and the benchmark weights.

Questo esercizio fa parte del corso

Introduction to Portfolio Analysis in Python

Visualizza il corso

Esercizio pratico interattivo

Prova a risolvere questo esercizio completando il codice di esempio.

# Print the sum of the bm and pf weights
print (portfolio_data.____.____())
print (portfolio_data.____.____())
Modifica ed esegui il codice