Portfolio Simulation

Portfolio Simulation

 

  • Create an optimal investment portfolio that will generate attractive risk-adjusted returns
  • Simulate a transaction’s impact on portfolio risk and diversification
  • Simulate a trade to assert that it will make your portfolio better

We understand that building an optimal portfolio can be a challenging task.

But it just got a lot easier thanks to the Ziggma Stock Portfolio Simulator.

Start optimizing your portfolio now.

investment portfolio simulator

Ziggma’s Stock Portfolio Simulator Is a Powerful Tool

When making a trade or new investment, do you have a good picture of what the portfolio will look like afterwards? What will the new portfolio split look like? What about portfolio risk? Weighted average yield? Without a proper tool it is cumbersome to compute these portfolio parameters. Yet it is crucial to do it. The pros do it. Why shouldn’t you? With the Ziggma Portfolio Simulator we give you an easy to use tool to simulate the impacts of trades on your portfolio.

Employ the Ziggma Simulator extensively for a clear picture of your key portfolio parameters. It helps you to assert that a trade will make your portfolio better.

  • Weight: Largest portfolio position
  • Weight: Largest sector exposure
  • Portfolio risk
  • Weighted average yield
  • Weighted average return on equity
  • Weighted average growth rate

Keep in mind: Always run a portfolio simulation when contemplating to make a trade.

How to Make the Best Use of the Ziggma Portfolio Simulator

1. Link Your Investment Portfolio to Ziggma

Securely link your brokerage account, IRA or Roth IRA in a matter of seconds to simulate changes to your actual investment portfolio. Enter a stock that you have had on your watchlist for a while and see the impact its addition would have on your portfolio. We can guarantee you that by doing this you will learn a lot about your investment portfolio.

investment portfolio simulator
investment portfolio simulator

2. Calibrate and Optimize

Do not hesitate to calibrate the size of a trade to get the perfect fit for your portfolio. Make sure that the trade improves your portfolio by looking at aggregate key performance indicators, such as ROE, revenue or eps growth. Unless you make a conviction (value) trade, use the Portfolio Simulator to assert that revenue growth, eps growth and profitability are enhanced at the aggregate portfolio level.

3. Apply to Model Investment Portfolios

On Ziggma you can find a variety of model investment portfolios. There are two types: Portfolios made up of Star Investors’ biggest Holdings and our own model investment portfolios, which reflect a variety of investment strategies and approaches. Many users like to take these model portfolios as starting points to create their own portfolios. Why not start with Dan Loeb’s, Warren Buffet’s or Elliott Singer’s top picks?

Use the Portfolio Simulator to go from there to create your own optimal portfolio.

Model investment portfolios
investment portfolio simulator

4. Back-Testing

Those investors that want to go a step further have the possibility to back-test a portfolio once it has been constructed. Doing so allows you to test the success of specific strategies, retrospectively. The back-testing functionality is very easy to use and can be accessed conveniently from the left hand menu bar.

Try the Portfolio Simulator today and start building the perfect portfolio.

Our portfolio simulator has been specifically designed to facilitate portfolio construction and optimization. It is just one of many tools on Ziggma that will help you invest better and with more confidence.

Try Ziggma now