Portfolio Analysis in SQL: Weights to Drawdown
Portfolio analysis with free SQL: five short queries for position weights, concentration, correlation, dividend income, and the worst drawdown of the blend.
#concentration
Filtering by topic #concentration · clear
RSP vs SPY: Equal Weight S&P 500
RSP vs SPY: there is no equal weighted SPY. See how much of cap weighted exposure sits in the top names, and what the quarterly rebalance changes.