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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*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”
