Financial Modeling
Financial modeling is a representation in numbers of a company’s operations in the past, present, and the forecasted future. Such models are intended to be used as decision-making tools. Company executives might use them to estimate the costs and project the profits of a proposed new project.
Graph The Efficient Frontier And Capital Allocation Line In Excel
Graph The Efficient Frontier And Capital Allocation Line In Excel by Ryan O’Connell, CFA, FRM
Chapters:
0:00 – Download Historical Data from Yahoo Finance
0:42 – Calculate Returns from Historical Prices
1:08 – Calculate Asset’s Average Return, Standard Deviation, and Covariance
2:18 – Assign Portfolio Weights
2:56 – Calculate Portfolio Expected Return
3:27 – Calculate Portfolio Standard Deviation
5:03 – Calculate Portfolio Sharpe Ratio
5:47 – Graph the Efficient Frontier
6:40 – Graph the Capital Allocation Line (CAL)
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*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
Calculating the Optimal Portfolio in Excel | Portfolio Optimization
“Calculating the Optimal Portfolio in Excel | Portfolio Optimization” by Ryan O’Connell, CFA FRM. This video is based on the Modern Portfolio Theory (MPT) and the Efficient Frontier.
Chapters:
0:00 – Explanation of Assets
0:36 – Expected Return, Standard Deviation, and Weights
1:50 – Enable Data Analysis Toolpak and Solver Toolpak
2:25 – Get Historical Return Data from Yahoo Finance
3:31 – Create a Covariance Matrix
4:58 – Calculate Portfolio Standard Deviation
5:31 – Calculate Sharpe Ratio
6:39 – Find Optimal Portfolio Using Excel Solver
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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/optimal-portfolio-calculation-excel-template/
*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
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