Search results: asset allocation

• 

  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

  4,86813add_shopping_cart

  $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

  791Discussadd_shopping_cart

  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

  625Discussadd_shopping_cart

  free

  by Domenico Cristarella
• 

  2022 and Inflation Video

  2022 Is A Year of Investing Focused on the Outlook for Inflation

  real estateasset allocationinflationgoldvalue investing

  145Discussadd_shopping_cart

  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

  74Discussadd_shopping_cart

  $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

  New!Discussadd_shopping_cart

  $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

  8,5317add_shopping_cart

  $5.00

  by Jhett Koo
• 

  Asset portfolio rebalancing tool (2023 release)

  Asset Porfolio Rebalancing made easy via a downloadable Microsoft Excel File.

  investmentsbuytemplateportfoliostocks

  2,933Discussadd_shopping_cart

  $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

  1,5651add_shopping_cart

  $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

  145Discussadd_shopping_cart

  $5.00 $2.75

  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

  575Discussadd_shopping_cart

  $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

  352Discussadd_shopping_cart

  $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

  414Discussadd_shopping_cart

  $30.00

  by Neamat Ullah
• 

  Capital Runway

  Capital Runway in Microsoft Excel to download

  financial analysiscapital runwaybudget calculator

  103Discussadd_shopping_cart

  $25.00

  by Simon Minder
• 

  Financial Freedom Formula

  The system that converts income into lasting freedom

  financial planningfinancial independencefinancial freedomstudent life

  23Discussadd_shopping_cart

  $149.00

  by P
• 

  Financial Freedom Formula (FREE)

  The system that converts income into lasting freedom

  financial planningfinancial independencefinancial freedomstudent life

  24Discusslibrary_add

  free

  by P
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