Portfolio Construction Based on Fundamental Ratios
This article was written by Sergey Okun – Senior Financial Analyst, I Know First, Ph.D. in Economics.
Summary:
- Relative valuation is one of the basic concepts of stock evaluation that allows to determine undervalued stocks.
- The Treynor-Black model allows to construct a portfolio with active and passive investment parts.
- I Know First provides the Fundamental Stocks Package based on the AI algorithm which allows to select of the most promising stocks based on the fundamental criteria.