Abstract
With the arrival of the aging era, retired elderly people are paying more and more attention to property planning. The elderly hope to improve the quality of life after retirement through pension investment planning. This article takes a firefighter who has worked in Florida for 25 years as an example. He selects a total of 10 stocks including ETD, CVGW, AAPL, ASML, UNH, LVMH, NNDM, SBUX, TM, and BUD, and calculates their respective weights based on Excel. And the Sharpe Ratio, which is optimal when investing with a pension or without a pension, uses the three-factor model to conduct empirical research on the two situations, and summarizes the advantages and disadvantages of the two Sharpe Ratios in terms of cycles and returns, and we get When optimizing pension investment, we will give the best investment advice according to different investor situations, so as to maximize the income of the elderly after retirement.
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