Investment Portfolio Dashboard Analysis

This document presents a summary of the findings from the latest DKAW FinScience investment investigation project. The project aims to emulate Warren Buffett’s investment portfolio, particularly in light of his recent stock selections, which stand in stark contrast to artificial intelligence (AI) and technology-driven companies.

Buffett’s latest stock picks include Nucor (NUE), Constellation Brands (STZ), Lamar Advertising (LAMR), Lennar (LEN), and Pool Corp (POOL). These companies operate in industries such as real estate, beverages, and other traditional sectors.

This insight enabled DKAW FinScience to adopt a detail-oriented and analytical approach, leveraging multiple stock-picking tools at our disposal. The tools utilised include Excel-based techniques (Goal Seek and Solver), Monte Carlo simulations, and Discounted Cash Flow (DCF) analysis.


The tools used are very traditional and have proven to be highly effective. However, as the world evolves toward greater automation and technology, this has enabled us to develop a Python-based engineering process in which we reverse-engineer Buffett’s logic using Modern Portfolio Theory (MPT).


The five investment portfolios under investigation are: equal-weighted, mathematically optimised Sharpe ratio, Monte Carlo (MC) simulations, minimum volatility, and Buffett’s normalised weights. These portfolios apply different weighting schemes to the above-mentioned stocks to determine which portfolio best emulates Buffett’s logic, thereby supporting long-term wealth creation.


The full course can be found here: https://www.youtube.com/playlist?list=PLphnUgW4coz477je9Y8pCW_QC3MAL8cPO