Financial Modeling

Delve into the world of portfolio optimization with our step-by-step guide on ‘Efficient Frontier Explained in Excel: Plotting a 3-Security Portfolio.’ Learn to calculate expected returns and standard deviation for individual securities, assign random weights, and effectively use the Sharpe Ratio and Covariance Matrix for risk management. We conclude with plotting the Efficient Frontier using Monte Carlo Simulation, helping you identify the optimal portfolio.

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Chapters:
0:00 – Intro to “Efficient Frontier Explained”
0:41 – Calculate Expected Returns: Individual Securities
3:30 – Calculate Standard Deviation: Individual Securities
4:31 – Assign Random Weights
5:40 – Calculate Total Portfolio Expected Return
6:13 – Create Covariance Matrix
8:31 – Calculate Total Portfolio Standard Deviation
9:29 – Calculate Sharpe Ratio
10:42 – Plot Efficient Frontier Using Monte Carlo Simulation
12:17 – Find the Optimal Portfolio: Portfolio Optimization

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

“Portfolio Optimization in Excel: Step by Step Tutorial” is your ultimate resource for mastering portfolio management techniques using Excel. This tutorial will walk you through step-by-step instructions on how to maximize returns and minimize risk, leveraging data-driven strategies for smarter investment decisions. Whether you’re a novice investor or a seasoned portfolio manager, this video will provide you with the tools and insights needed to optimize your portfolio effectively.

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Chapters:
0:00 – Intro to “Portfolio Optimization in Excel”
0:48 – Inputs Required to Find the Optimal Portfolio
1:18 – Calculating the Expected Return of Individual Securities
5:30 – Calculating the Standard Deviation of Individual Securities
6:57 – Assigning Minimum & Maximum Weights
7:43 – Creating the Covariance Matrix
10:10 – Calculate Portfolio Standard Deviation
11:17 – Calculate Portfolio Expected Return
11:51 – Find the Risk-Free Rate of Return
12:16 – Find the Optimal Portfolio in Excel

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Discover the power of Python for risk analysis in our tutorial ‘Value at Risk (VaR) In Python: Monte Carlo Method.’ We delve deep into the world of financial risk, breaking down the complex Monte Carlo method and its application in calculating VaR. Whether you’re a financial analyst, data scientist, or Python enthusiast, this video will provide you with practical, actionable knowledge. Get ready to master the art of risk prediction using Monte Carlo simulations in Python!

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Chapters:
0:00 – Intro to “Value at Risk (VaR) In Python”
0:15 – Installing Necessary Libraries
0:43 – Set Time Range of Historical Returns
1:54 – Choose You’re Stock Tickers
2:34 – Download Adjusted Close Prices from yFinance
4:14 – Calculate Daily Log Returns
6:06 – Calculate Portfolio Expected Return
7:52 – Calculate Portfolio Standard Deviation
10:11 – Create an Equally Weighted Portfolio
11:35 – Determine Z-Scores Randomly
12:25 – Calculate Scenario Gains & Losses
14:20 – Run 10,000 Simulations (Monte Carlo Method)
15:35 – Specify Confidence Interval Level & Calculate VaR
17:49 – Plot the Results on a Bell Curve

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Welcome to the world of multi-asset portfolio analysis! In this comprehensive tutorial, we’ll dive deep into the key components of portfolio performance evaluation – standard deviation and returns – using the powerful tool, Microsoft Excel. Whether you’re an aspiring financial analyst, a professional portfolio manager, or a passionate individual investor, this video is for you!

What you’ll learn in this video:

Calculating individual asset returns and portfolio weighted returns.
Understanding and computing standard deviation for individual assets and the portfolio.
How to use Excel functions and formulas to analyze risk and return.

By the end of this tutorial, you’ll be equipped with the knowledge and skills to effectively analyze and manage your investment portfolio, optimize risk, and maximize returns using Microsoft Excel. So, grab your financial data and let’s get started with mastering multi-asset portfolio analysis!

Chapters:
0:00 – Introduction to Standard Deviation & Returns in Excel
0:42 – Adjusted Close Prices Description
1:22 – Calculate Log Normal Daily Returns of an Individual Security
2:20 – Calculate Annual Return of an Individual Security
3:32 – Calculate Standard Deviation of an Individual Security
4:50 – Determine the Weight of Each Security
8:39 – Calculate Annual Return of a Multi-Asset Portfolio
10:15 – Create a Covariance Matrix
13:00 – Calculate Standard Deviation of a Multi-Asset Portfolio

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💾 *Download the file created in this video free here:* https://ryanoconnellfinance.com/product/mastering-multi-asset-portfolio-analysis-standard-deviation-returns-in-excel-video-tutorial/

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Alternative Titles:
“Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel”
“Excel Magic: Evaluating Portfolio Performance with Standard Deviation & Return”
“Portfolio Management Essentials: Computing Standard Deviation & Return in Excel”
“Excel for Finance: Multi-Asset Portfolio Risk & Return Calculation”
“Unlocking Portfolio Analytics: Standard Deviation & Return Calculation in Excel”
“The Art of Portfolio Evaluation: Standard Deviation & Returns in Excel”
“Portfolio Risk & Return Analysis: A Comprehensive Excel Guide”
“Investment Performance Measurement: Multi-Asset Portfolio Analysis in Excel”
“Excel Power-Tools: Assessing Multi-Asset Portfolio Risk & Return”
“Efficient Portfolio Analysis: Calculating Standard Deviation & Returns with Excel”