# Dynamic strategy

### Portfolio strategy

In **estimation settings** you can include one or a handful of investment strategies. For the calculation function of the optimisations for all strategies, refer back to the [frontiers module](/help-and-reference/application-reference/invelab/modules/frontiers.md). Predefined strategies include:

* *Equally-weighted*: by selecting this strategy, it creates an equal-weighted portfolio for the full sample (not limited by in-sample / out-of-sample setting)
* *Fix-weighted*: same as the "equally weighted" strategy, but this can add fixed weights for individual assets.
* *Minimum variance*
* *Target mean (variance)*
* *Equal risk contribution (variance)*
* *Minimum expected shortfall*
* *Target mean (ES)*
* *Equal risk contribution (ES)*

### In-sample / Out-of-sample configuration

The "In-sample date range" sets the date range to calculate the portfolio optimisation using only the in-sample period data. The sampling method can choose :

* The *fix* method only calculates the in-sample portfolio optimisation once and applies the optimal weight to the entire out-of-sample period.
* The *rolling (window)* method calculates the in-sample optimisation first and applies the optimal weight to the next period only. It then moves the window forward one frequency and recalculates the optimisation process.
* *Moments*: please refer to the [moment module](/help-and-reference/application-reference/invelab/modules/moment-estimation.md) for the same functions and settings.
* *Conditioning information*: please refer to the [frontiers module](/help-and-reference/application-reference/invelab/modules/frontiers.md) for the same functions and settings.
* *Portfolio weights*: plots the time-variation of portfolio weights through the entire out-of-sample period. By clicking each date or selecting from the date field, the user can check the asset allocation at each time point.

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