Calculating the Optimal Portfolio in Excel Portfolio Optimization

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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 • 📈 See Why I Recommend This Broker: https://ryano.finance/ibkr-overview • 💾 Download Free Excel File Here: https://ryanoconnellfinance.com/produ... • *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

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