Last version published: 24/05/2020 20:44
Publication number: ELQ-74300-3
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Portfolio Optimization for Asset Allocation and Rebalancing
The Excel portfolio optimization model combines asset allocation and technical analysis to maximize investment returns.
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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.
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