Last version published: 24/05/2020 20:44
Publication number: ELQ-74300-3
View all versions & Certificate
Portfolio Optimization for Asset Allocation and Rebalancing
The Excel portfolio optimization model combines asset allocation and technical analysis to maximize investment returns.
Acquire business license for $26.00
Add to cart
Add to bookmarks
The Excel portfolio optimization model combines asset allocation and technical analysis constant optimization to maximize returns on financial investment portfolios. Portfolio rebalancing incorporates advanced options including risk assessment under Sharpe, Sortino and Omega ratios. Optimal trading strategies are established through back testing of optimized technical indicator constant parameters.
Optimizing portfolios of investments or assets where time series data is available
Portfolios where periodic investment prices or returns are not available.
Write a review
People using this Best Practice also downloaded
Project Management with Automated Schedule OptimizationThe Excel project management solution facilitates the creation of project plans and automated monitoring of progress.552add_shopping_cart
Business Valuation Excel Model with Pro-Forma Financial StatementsThe business valuation model provides an accurate and robust financial reporting structure to value proposed investments882add_shopping_cart
Multivariate Regression Analysis Excel Model with ForecastingThe Excel multivariate regression analysis performs multiple linear regression analysis for forecasting and prediction.804add_shopping_cart$19.00by Business Spreadsheets
Financial Portfolio Tracking and Valuation Excel Model TemplateExcel portfolio tracking and valuation allows the ongoing tracking of the performance of financial investment portfolios720add_shopping_cart$22.00by Business Spreadsheets
Real Options Valuation and Analysis Excel ModelThe Excel real options valuation and analysis provides quantification of embedded value in investment strategies.666add_shopping_cart
Customer Invoicing and Inventory Management Excel ModelA complete business invoicing system with product/service, customer and inventory management.904add_shopping_cart
Business Valuation Excel Model with Economic Value AddedBusiness and investment valuation model with economic value added (EVA) calculations.2,206add_shopping_cart
Project Planning and Management Excel ModelProject management and planning model with Gantt chart scheduling and Earned Value Analysis713add_shopping_cart
Optimal Hedging Calculation Excel ModelThe Optimal Hedging Strategy model automatically calculates the optimal percentage of exposure to hedge.1,628add_shopping_cart
Technical Analysis Excel Template with Trading Strategy Back TestingThe technical analysis template provides analysis for SMA, ROC, MACD, RSI and Bollinger Band indicators5,544add_shopping_cart
Customer Invoicing System Excel ModelCustomer Invoicing and Inventory Management solution with management of customer information and product details.1,424add_shopping_cart
Bond Yield Calculator Excel ModelAutomatic generation of scheduled bond payments and the calculation of resulting yield to maturity.327add_shopping_cart
Discussion feed for Portfolio Optimization For Asset Allocation And Rebalancing
The user community and author are here to help. Go ahead!