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HedgeFundML

Hedge Fund testing harness for managing portfolios utilizing Machine Learning for security selection (where appropriate).

Features:

  • start fund on 1/1/2020 with $1B seed capital
  • +$1B additional seed capital injections on 1/1/2021 & 1/1/2022
  • tradable securities selected from Dow 30, Nasdaq 100 & S&P 500 (528 unique; less 8 partial)
  • maintain portfolio with 50-100 "best" stocks
  • maintain diversification with 5-10 different industry sectors
  • generate Buy-and-Hold P/L % statistics for EOY 2020, 2021 & YTD 2022 for all 520 securities (long-only)
  • generate "opportunity" (measured move) P/L statistics using fractal-based reversal pivot points for all 520 securities (long-only)
  • generate ML stock selection targests based on daily/weekly/monthly % gain statistics (long-only)
  • maintain 1%-5% minimum monthly profit (stop at second consecutive losing month or if drawdown exceeds 10%)
  • features/strategies based on CCI, DC, KR, LRBO, RSI, VWAP, Half/SuperTrend, Volume, Velocity/Momentum, etc.
  • 0% commissions assumed (though can/should be accounted for at some point)
  • whole share purchases-only (no fractional; round quantities down to nearest 100?)
  • generate portfolio scenarios that rebalance daily, weekly, monthly and quarterly
  • split-handling?
  • dividend income inclusion?
  • simulate fills based on iceberg orders?