“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
