Calculate Risk And Return Of An N-Asset Portfolio In Excel (Expected Return And Standard Deviation)

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  • เผยแพร่เมื่อ 11 ธ.ค. 2024

ความคิดเห็น • 9

  • @hpottstock
    @hpottstock ปีที่แล้ว +1

    Thanks very much for this video. Very useful shortcut functions. One tiny thing though... in the first five elements in the argument of the SD formula, the individual variances are shown as squared, however when you enter them manually, you only square the weights and not the variances. So, which method is correct? Cheers!

  • @JSquiff
    @JSquiff 2 ปีที่แล้ว

    Is there a way to organise this with variable weights across multiple assets? I saw this done in the 3 asset portfolio video similar to the two assets one, but it seemed to miss certain combinations. Or would there need to be two separate sheets where one calculates the optimal weighting of all assets and the other calculates Risk/Reward from those weightings.
    Additionally, could you do a video on Dividend calculations such as a tracker that takes into account reinvestment?
    Love these videos!

  • @andrewrender
    @andrewrender ปีที่แล้ว

    can any one recommend a video on how to calculate the table of variance and covariance?

  • @factseeker1364
    @factseeker1364 2 ปีที่แล้ว

    Thanks man.

    • @theexcelhub
      @theexcelhub  2 ปีที่แล้ว

      Thanks for watching!

  • @supercarjude7201
    @supercarjude7201 2 ปีที่แล้ว

    Hi there, is there any chance you could tell me how to create a multiple income tax calculator, for example dividends income which has different tax brackets into a combined Post Tax figure including for example a PAYE salary?
    I have created a PAYE tax calculator along with a Dividend tax calculator however I have come to the realisation, that putting in the different pre tax income amounts and adding the Net amounts is not accurate as the total income amount which would raise the tax brackets in either, is not accounted for in the separate income tax calculations, sorry if this was confusing, any response would be appreciated!

    • @theexcelhub
      @theexcelhub  2 ปีที่แล้ว

      Dividend tax is dependent on your overall taxable income and income tax payable which sometimes makes the calculations tricky especially for higher tax brackets. I can look into making a video in the future.

  • @lachlanhyde1924
    @lachlanhyde1924 2 ปีที่แล้ว

    Should just show the shortcut method straight away I reckon

  • @odilovolim9446
    @odilovolim9446 ปีที่แล้ว +2

    Thats not correct formula to finf The risk of portfolio