Financial Physics
Total Portfolio Return Analysis

Portfolio Construction and Analysis

We have built a portfolio consisting of these thirteen companies with equal dollar investments in each stock. Furthermore, we back tested the performance of the portfolio for one, two, three four and five years and compared their returns to the S&P 500. The results areshown on thefollowing pages.

Total Portfolio Over 5 Years

total portfolio

total portfolio vs s&p

smallcap analysis

Small vs S&P

midcap analysis

Medium vs S&P

largecap analysis

Large Cap vs S&P