What this workshop teaches you
Portfolio theory is easier to understand by putting it into practice. This workshop follows the case from the Portfolio management course: six asset classes, 33 portfolios and twenty years of real market data.
Nine guided steps take you from diversification to the best portfolio, then to sizing it for your horizon. You then test your choices in the crises from 2006 to 2026. Each step prepares one question of the case; the last step gives the answers.
Who this tool is for
- Participants in the Portfolio management course: the workshop goes with the case studied in class.
- Investors who want to understand what diversification, borrowing and their horizon actually change to their risk.
- Managers and finance professionals curious to see Markowitz theory applied to real data.
How the tool works
- Place the 33 portfolios and find the one that rewards risk best.
- Mix it with the risk-free rate according to your horizon and the amount you will need.
- Test your choices in real crises, then compare your answers with the answer key.
Frequently asked questions
Why is access protected by a password?
The workshop goes with the Portfolio management course: SAGORA provides the password, in particular to participants.
How do I get access?
Write to us at formations@sagora.eu or discover the Portfolio management course: the workshop makes the most sense with guidance.
Do I need to master Markowitz theory before using the workshop?
No. Each step explains what it shows before you interact with it; the course then provides the full framework.
Where does the data come from?
From daily prices published by Yahoo Finance for six exchange-traded index funds, from September 2006 to September 2026. This is past data: it does not predict future performance.
Three days to move from hands-on practice to method: diversification, risk management and an allocation suited to your profile and horizon.
Portfolio management course