Portfolio Optimization Frequency

Gianluca Malato
DataDrivenInvestor
Published in
3 min readJan 17, 2023

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Photo by Nicholas Cappello on Unsplash

A financial portfolio is a collection of assets, such as stocks, bonds, and real estate, that an individual or organization holds for the purpose of achieving financial goals. One of the key decisions that investors face is how frequently to optimize their portfolio. In this post, we will explore the factors that influence the optimal frequency of portfolio optimization and provide guidance for investors.

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Theoretical Physicists, Data Scientist and fiction author. I teach Data Science, statistics and SQL on YourDataTeacher.com. E-mail: gianluca@gianlucamalato.it