Portfolio Optimization in Excel

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  • Опубликовано: 27 ноя 2024

Комментарии • 20

  • @jce8847
    @jce8847 3 года назад +2

    Love this video. I am an aspiring portfolio manager, and just learned something I can add to my arsenal

    • @drek273
      @drek273 2 года назад

      hey im an aspiring portfolio manager as well. Maybe we can bounce ideas off eachoter and get in contact? im not a bot btw lol

  • @KinhuCancio
    @KinhuCancio Год назад +3

    Just one comment: You are dividing the expected *monthly return* by the annual risk free rate?

    • @hmaheesh
      @hmaheesh Год назад +1

      Had the same concern.

  • @roberthuff3122
    @roberthuff3122 3 дня назад

    Funny how now you can import into ChatGPT, and it will perform the calculations.

  • @da0ud
    @da0ud 5 месяцев назад +1

    Sharpe ratio formula is wrong. Risk free rate is annualized. Your expected return and std dev are monthly.

  • @elihabielhoussaine6830
    @elihabielhoussaine6830 10 месяцев назад

    You fixed weights randomy or it has a rule

  • @sobmarka
    @sobmarka Год назад +1

    Hi may I ask why stdev is ^0,5? Thank you very much!

    • @RonaldMoy
      @RonaldMoy  Год назад +1

      Where in the video did I use .5?

    • @sobmarka
      @sobmarka Год назад

      @@RonaldMoy thank you for reply. You are using it in counting standard deviation of variations. Simply when you are counting standard deviation, before sharpe

    • @sobmarka
      @sobmarka Год назад

      @@RonaldMoyit is in 15:45 thank you very much. This is only thing i dont understand there

    • @RonaldMoy
      @RonaldMoy  Год назад +2

      We are computing the variance so the ^.5 is taking the square root of the variance to get the std dev. (raising to the 1/2 power)@@sobmarka

    • @sobmarka
      @sobmarka Год назад

      @@RonaldMoy thank you so much, so id I understand well, it is constant. Is that?

  • @David-kg2bu
    @David-kg2bu Год назад

    When including dividend producing stocks/index funds is it simply a matter of painstakingly, manually making the adjustments - including the flow though effects?

  • @django5106
    @django5106 Год назад

    can you share the sheet

  • @PoulomiG
    @PoulomiG 5 месяцев назад

    This is incorrect - you cant take monthly stock returns and annual RF rate

  • @JoeBradley-mm2ny
    @JoeBradley-mm2ny Год назад

    The only data than seems real is Berk.