Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel Video Tutorial
“Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel” is a comprehensive video tutorial designed for aspiring financial analysts, professional portfolio managers, and individual investors. This resource provides a deep dive into the key metrics of portfolio performance evaluation, including standard deviation and returns. With detailed explanations and step-by-step instructions, the tutorial guides viewers through the process of calculating individual and portfolio weighted returns, computing standard deviation for assets, and using advanced Excel functions for risk and return analysis. Note that this tutorial is an educational tool and does not constitute financial advice.
Take a deep dive into the world of multi-asset portfolio analysis with this comprehensive video tutorial. Whether you’re an aspiring financial analyst, a seasoned portfolio manager, or an individual investor, this resource is designed to equip you with practical skills to efficiently analyze and manage your investment portfolio using Microsoft Excel.
This tutorial video helps you understand crucial portfolio performance evaluation metrics, including standard deviation and returns. It walks you through the steps of calculating individual asset returns, portfolio weighted returns, and the standard deviation for individual assets and the entire portfolio. It also offers detailed insights into Excel functions and formulas that are crucial for risk and return analysis.
- Detailed Explanation of Standard Deviation & Returns: Understand the basics of standard deviation and returns in the context of financial analysis and how to compute these using Excel.
- In-depth Lessons on Return Calculation: Learn to calculate the daily and annual returns of individual securities and a multi-asset portfolio.
- Comprehensive Coverage on Standard Deviation: Understand how to compute the standard deviation for individual securities and a multi-asset portfolio.
- Insights into Portfolio Weight Determination: Learn how to determine the weight of each security in a portfolio.
- Advanced Techniques: Discover how to create a covariance matrix and understand its role in calculating portfolio risk.
By the end of this tutorial, you’ll have the knowledge and skills to effectively optimize risk and maximize returns for your investment portfolio using Microsoft Excel.
Note: This video tutorial does not provide financial advice but offers an educational resource for those interested in financial analytics.
To get the most out of this tutorial, make sure you have Microsoft Excel and some financial data to work with, and be ready to explore the realm of portfolio performance analysis. Start your journey towards mastering multi-asset portfolio analysis today!