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Search results: asset allocation

Total results: 2078 has-more!

Portfolio Optimization for Asset Allocation and Rebalancing
The Excel portfolio optimization model combines asset allocation and technical analysis to maximize investment returns.
investmentsportfoliotechnical analysisoptmizationasset allocation
4,91213
$26.00
by Business Spreadsheets
Simple Asset Allocation Model
Basic guidance on how to structure your asset portfolio, for safe and effective investment strategy
investmentreal estateprivate equityhedge fundsbonds
813Discuss
free
by Domenico Cristarella
Financial correlations model (2024 version)
Calculate the static or rolling correlation coefficient between any two variables, based on price or return, for optimal asset allocation or research purposes.
standard deviationindexcorrelationpricereturn
645Discuss
free
by Domenico Cristarella
2022 and Inflation Video
2022 Is A Year of Investing Focused on the Outlook for Inflation
real estateasset allocationinflationgoldvalue investing
158Discuss
free
by Modelyze Investments Inc.
Portfolio Overview
A clear and easy‑to‑use Excel template for tracking and analyzing your investment portfolio across multiple currencies.
asset managementinvestment portfolioasset allocationportfolio analysisfinancial dashboard
151Discuss
$25.00
by Simon Minder
Multi-Asset Portfolio Tracker — Allocation, Rebalancing, Sharpe, Beta, Drawdown & Benchmarking (Excel, 10 tabs)
Seven apps, seven partial views, and still no idea how your portfolio is actually performing.
betainvestment trackingetfasset allocationrebalancing
45Discuss
$59.00
by Frank Casile
Portfolio Optimization Excel Model with Harry Markowitz's Modern Portfolio Theory
Find the efficient frontier of optimal portfolios, the Capital Allocation Line, tangent portfolio and more
investmentpersonal financewealth managementoptimizationportfolio
8,5827
$5.00
by Jhett Koo
Asset portfolio rebalancing tool (2023 release)
Asset Porfolio Rebalancing made easy via a downloadable Microsoft Excel File.
investmentsbuytemplateportfoliostocks
2,973Discuss
$10.00
by Domenico Cristarella
Optimal Portfolio - Markowitz Efficient Frontier (With Short Selling Option) Excel Model
Use this tool uses Efficient Market Hypothesis to determine the optimized portfolio allocation.
diversificationmarkowitzefficent market hypothesisportfolio theory
1,5871
$5.00
by Kenton Parrott, CFA, MBA
Home Affordability
Template designed to consider several aspects of current financial situation, forecast, goals and targets in the decision to purchase a property
goalsinvestmentbudgetassetsbudgeting
163Discuss
$5.00
by Alessandro Patruno
General Insurance Company Financial Projection 3 Statement Model
3 statement 5 year rolling financial projection Excel model for existing or startup general insurance company with earnings based on policy coverage period
financialprojectionstatementmodelvaluation
597Discuss
$229.00
by Projectify
Self Storage Equity Ramping through Multiple Funds: Excel Financial Model
Self storage investment analysis for up to 6 separate joint ventures displayed individually and in aggregate for LP/GP.
joint venturecash flowwaterfall distributionself storageirr hurdles
371Discuss
$45.00
by Jason Varner
Cryptocurrency Portfolio Dashboard in Microsoft Excel
Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP with API Integration.
crypto excel dashboardcrypto portfolio dashboardcoinmarketcap apicrypto data integrationcrypto portfolio tracking
433Discuss
$30.00
by Neamat Ullah
Capital Runway
Capital Runway in Microsoft Excel to download
financial analysiscapital runwaybudget calculator
115Discuss
$25.00
by Simon Minder
Financial Freedom Formula
The system that converts income into lasting freedom
financial planningfinancial independencefinancial freedomstudent life
32Discuss
$149.00
by P
Financial Freedom Formula (FREE)
The system that converts income into lasting freedom
financial planningfinancial independencefinancial freedomstudent life
38Discuss
free
by P
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Last downloaded

4 hours ago
Model Articles of Association
Model Articles of Association Template (62 pages)
legaldocumentsarticles of association
486Discuss
free
by BVCA
4 hours ago
Canadian Safe Term Sheet
Canadian Simple Agreement for Future Equity Template with Educational Notes attached to help you.
equityshareholdersterm sheetcanadian safecanada
1,445Discuss
free
by Naco Canada
6 hours ago
Public SaaS / Software Company Operating & Valuation Model Template
Comprehensive Public Company SaaS Operating & Valuation Model
valuationdcfwaccfinancial modelsaas
5,5311
free
by AJ Ross
8 hours ago
High Growth Firms Valuation Model
Value tough-to-value firms, with negative earnings, high growth in revenues and few comparables
financevaluationfcffpresent valuehigh growth
1,210Discuss
free
by Aswath Damodaran
8 hours ago
Financial Model Detective Book: Hints and Tricks on how to Review Project Finance models
This book describes how to carry out a financial model review in a systematic and methodical way.
financial modelproject financeauditfinancial model review
2,219Discuss
$9.50
by FinExMod
9 hours ago
How to use history in making an acquisition analysis
An extensive excel tool for acquisition analysis, and how to use history when making an acquisition analysis.
acquisitionhistoryanalysism&aacquisition analysis
1,286Discuss
free
by Prof. Ed Bodmer
9 hours ago
Network Optimization: How to perform a Greenfield Analysis
This document and toolkit work to enable accurate Greenfield Scenarios, customizable and quick.
optimizationgreenfieldgreenfield analysissite selectioncustomer demand
421Discuss
free
by Ben Unpingco
9 hours ago
Free Cash Flow (FCFF) Template
Compute the FCFF for a firm through three different methods (EBIT, EBITDA and Net Income)
financefree cash flow for the firmfcffebitebitda
1,331Discuss
free
by Dheeraj Vaidya CFA FRM
9 hours ago
Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies
combinationimpactfinancemergersm&a
10,6836
free
by John P. Burns
9 hours ago
Excel for Financial Modeling - Functions & Formulas Practice Workbook
The Excel functions every financial modeler needs, in one interactive workbook.
financial modelingexcelexcel skillsexcel functions
269Discuss
free
by FinExMod
9 hours ago
McKinsey's Strategic Control Map Framework Model Template
An editable PowerPoint Template Slide of McKinsey's Strategic Control Map Framework Model, to help organisations maximise their market capitalization.
strategic planningm&amarket capitalizationmergers & acquisitionsmckinsey & company
2,450Discuss
free
by Tim Demoures
9 hours ago
Acquisition Schedule - Excel Model Template
This is an Excel Template of the Acquisition Schedule
acquisitionacquisition schedulecapital acquisition
2,841Discuss
free
by Wall Street Oasis
11 hours ago
KISS Debt Version
KISS stands for Keep It Simple Security: Debt Version legal document template.
documentlegaldebt versioncustomizable
548Discuss
free
by 500 Startups
11 hours ago
KISS Equity Version
KISS: Keep it Simple Security; Downloadable Equity Version Template.
financinginvestorslegalequity versionkiss
1,179Discuss
free
by 500 Startups
20 hours ago
Investment Thesis - Powerpoint Template
Powerpoint template guiding the user to create an investment strategy presentation
investmentpresentationstructurepowerpointlayout
4,303Discuss
free
by Wall Street Oasis
1 day ago
Employee Overtime Tracker
Time tracking spreadsheet template, to track employee worked hours, and overtime work, weekly employee time tracking report
overtimehr dashboardhr metricsemployee kpisemployee attendance
481Discuss
free
by Nisrine LAHRECHE
1 day ago
TOWS Matrix Excel Template Free Download
The model has build to helps the user to form a SWOT analysis and TOWS matrix as a strategic roadmap for the business in excel template
swottows
3,546Discuss
free
by ECF Consultancy
1 day ago
YouTube Investment Memo - Analysis
Overview and analysis of an Investment Memo made for YouTube
investmentventure capitalyoutubeinvestment memoinvestment memorandum
1,425Discuss
free
by Miles Grimshaw
1 day ago
Absorbers Excel Workbook
Absorbers Excel Workbook created to align with Chapter 4: 'Absorbers' of textbook "Rules of Thumb for Engineers."
excelspreadsheetengineeringabsorbershenrys law
1,229Discuss
free
by Stephen Hall
1 day ago
Chart of Accounts Excel Template for ERP
A structured, ready-to-use chart of accounts covering 4 major classes (Assets, Liabilities, Expenses, Revenues)
accountingbalance sheeterpcoachart of accounts
57Discuss
free
by model based

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