Comparing the Power of Diversification
A compact portfolio model comparing a mixed bond-and-equity portfolio with a concentrated single-stock position.
THE DECISION
How did diversification change return, volatility, and drawdown in the selected historical window?
APPROACH
- Constructed a 67.85% VBTLX and 32.15% VFIAX portfolio
- Compared the portfolio with AAPL
- Calculated return, volatility, and maximum drawdown
- Presented results in an executive six-slide narrative
EVIDENCE & DELIVERABLES
- Excel workbooks
- Completed six-slide capstone deck
EVIDENCE INTEGRITY
This case is presented as historical financial-modeling capstone · 2012–2015 comparison. The label distinguishes observed work from simulated impact, proxies, historical comparisons, or proposed architecture.