A Comparative Analysis of Portfolio Construction via LLM-Based Investment Models and Modern Portfolio Theory

Below you will find the links of my project work so far:

Latex project link:

https://www.overleaf.com/1116813645qgthbhcnrbby#1c6524

Porfolio 1 project link:

https://colab.research.google.com/drive/1AQgjsBc9IZAhMz3BJhvr445g_fT3mZnN?usp=sharing

Porfolio 2 project link:

https://colab.research.google.com/drive/1ath-V9fC4RJd9rYBPNleVpFJIWH3m1H0?usp=sharing

Porfolio 3 project link:

https://colab.research.google.com/drive/1V1OMfLRL26bjBc7C7JGzeHT5RnMzy-17?usp=sharing

Comments:

*Attached is a very similar example from a past project from my institution and lecturer.

Please assist with the section of Literature review according to the provided papers: revision of the references, improvement of the text, and addition of the necessary subsections. please see the papers “MOST SIMILAR 1 Y 2” that I think can help us due to they did something similar. See “Literature summary”

*Please explain the calculation and the formulas used in the MPT.

For all portfolios explain also the calculations, images and tables process and justify why we did, as well as its results. Include limitations in a section of limitations and future work at the end. (e.g. sample too short, future work, track the stocks for 3-5 years, try different prompts, specify risk,, age, etc etc)

For the correlation analysis, use the PPT correlation (sent by my lecturer)

Feel free to add and correct what you consider is important (eg. trendy stocks and news on May 16) and feel free to remove/change whatever does not make sense.

Do not limit only to what I have shared. I am expecting a full revision of the document and high-quality, and a coherent final report.

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