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2 results for “from:Joshua Knipe”

[PortfolioAnalytics] optimize.portfolio.rebalancing with changing stock universe
Joshua Knipe · Aug 6, 2019 · r-sig-finance

Hi Brian, Thank you for your response - I was a bit unclear as to what exactly the rebalancing loop entailed but that helped clear things up. Thank you also for all the work you've done in developing both PerformanceAnalytics...

[PortfolioAnalytics] optimize.portfolio.rebalancing with changing stock universe
Joshua Knipe · Aug 4, 2019 · r-sig-finance

I am using the PortfolioAnalytics package to run a multi-period optimisation on a stock universe of just over 100 stocks but I'm running into some issues. I would like to exclude certain stocks at each rebalancing date but...

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