portfolio

Portfolio Beta Template Portfolio Beta Template
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This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
Expected Return Excel Template Expected Return Excel Template
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Expected return on an investment is the sum of all possible returns multiplied by the probability of each outcome. It…
Efficient Frontier and Capital Allocation Line (CAL) Template Efficient Frontier and Capital Allocation Line (CAL) Template
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The capital allocation line (CAL) is a line chart which graphically shows the risk-and-reward profile of risky assets and is…
Quantitative Algorithm Growth Equity Strategy Quantitative Algorithm Growth Equity Strategy
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 What do we offer? Our portfolio is a Quantitative Algorithm Growth Equity Strategy and is updated regularly ( every week is…
ASSET PORTFOLIO REBALANCING TOOL ASSET PORTFOLIO REBALANCING TOOL
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
Stock Price Forecast Using 5-Day Simple Moving Average Stock Price Forecast Using 5-Day Simple Moving Average
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This template helps you understand how to predict the next day stock price with some error measures using 5-day simple…
Index Return in relation with Covid-19 Cases Index Return in relation with Covid-19 Cases
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This excel file helps investors and professionals to understand the relationship between the index return and the cases of Covid-19…
1-Day VaR - Value at Risk Calculation 1-Day VaR - Value at Risk Calculation
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This template helps understand and calculate potential loss incurred in one day using historical VaR method with different levels of confidence include 90%,…