Q: 1. Can you please suggest a list of 10 companies suitable for a Smith Maneuver account? Additionally, please provide 3 to 4 ETF recommendations. For each suggestion, please assign a rating from 1 to 5, where 1 is least preferred and 5 is most recommended. Finally, could you let me know if HDIV is a viable option for this type of account?
2. When optimizing or rebalancing an existing portfolio, do you prioritize the Sharpe ratio or the Sortino ratio while still respecting individual sector and stock limits?
3. When adding a new position, if a company passes all your initial fundamental and technical checks, do you utilize correlation or covariance as a final risk-management check?
Please feel free to use all the credits needed to answer all questions in detail.
Thank you.
2. When optimizing or rebalancing an existing portfolio, do you prioritize the Sharpe ratio or the Sortino ratio while still respecting individual sector and stock limits?
3. When adding a new position, if a company passes all your initial fundamental and technical checks, do you utilize correlation or covariance as a final risk-management check?
Please feel free to use all the credits needed to answer all questions in detail.
Thank you.
