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

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/optimal-portfolio-calculation-excel-template/

👨‍💼 Freelance Financial Modeling Services:
► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/

🎓 Tutor With Me: 1-On-1 Video Call Sessions Available
► Join me for personalized finance tutoring tailored to your goals: ryanoconnellfinance.com/finance-tutoring/

*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:
Portfolio Optimization Made Easy with Excel
Optimal Portfolio Management: Excel Techniques Revealed
Building Your Ultimate Investment Portfolio in Excel
Excel Your Investments: A Guide to Optimal Portfolio Creation
Smarter Investing: Master Portfolio Optimization in Excel

Видео Calculating the Optimal Portfolio in Excel | Portfolio Optimization канала Ryan O'Connell, CFA, FRM