16.3

Intra-Asset Diversification

PYTHON PLUGIN Real Estate Portfolio

Description

Strategy 16.3: Equal-weight/risk-parity across REIT subsectors

Strategy Logic

Strategy 16.3: Diversify within real estate by geographic area, property type, and size. Signal: buy underweight REIT subsectors, sell overweight ones. Uses equal-weight or risk-parity weighting. Requires a 'sector' or 'subsector' column, or treats each symbol as its own sector.

Parameters

Parameter Default Value Type
target_weight_method equal str
drift_threshold_pct 0.05 float
vol_lookback 63 int

Risk Configuration

Risk Parameter Value
Max Position Pct 15.0%
Stop Loss Pct 6.0%
Take Profit Pct 12.0%
Max Drawdown Pct 12.0%