Efficient Frontier In Excel - Portfolio Optimisation & Multi-Asset Management Tutorial скачать в хорошем качестве

Efficient Frontier In Excel - Portfolio Optimisation & Multi-Asset Management Tutorial

Learn how to visualise the Efficient Frontier in Excel and optimise a portfolio using combinations of assets. In this step-by-step tutorial, we cover: how to calculate daily returns for multiple assets, annualised return and volatility formulas in Excel, building the variance-covariance matrix, running portfolio simulations with random weights, calculating portfolio risk & return using MMULT & SUMPRODUCT. By the end of this video, you'll better understand how diversification reduces risk, how different asset correlations affect portfolio stability and how investors can identify the optimal portfolio mix. DISCLAIMER: Although I have taken great care to check all of the calculations, I am not a qualified accountant or financial advisor and you should not use this template to substitute financial advice. Make sure you talk to your own accountant before you use this template to make any financial decisions. Access the templates featured in The Excel Hub's video tutorials here: https://theexcelhub.myshopify.com/ Subscribe for weekly Excel tutorials, techniques and examples:    / @theexcelhub   Please share this video with others that may find it useful:    • Efficient Frontier In Excel - Portfolio Op...   Please comment below if you have any feedback or any suggestions for videos you would like us to upload next! 🌍 The Excel Hub website: https://theexcelhub.com/ 📸 Instagram:   / theexcelhub   ABOUT US: The Excel Hub seeks to enhance your Excel and VBA knowledge by providing value-adding tutorials, techniques and examples in order to help you take your spreadsheet and data analysis skills to the next level. For any enquiries, please contact: theexcelhub@outlook.com Overview: (0:00) Daily Returns in Excel: (1:18) Expected Return & Volatility: (1:55) Variance-Covariance Matrix: (3:23) Portfolio Simulations: (5:42) Portfolio Risk & Return: (6:57) Visualising the Efficient Frontier: (8:18)