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Optimal Portfolio Allocation Financial Model – 3 Assets
$19.99
Our customizable Portfolio Allocation template calculates the optimal allocation among three assets by determining the Minimum Variance Portfolio (MVP) and the Optimal Portfolio (maximizing Sharpe ratios). Based on 60 months of price data, this template generates insightful charts and provides a detailed assessment of your portfolio’s risk-return profile. Ideal for strategic planning, investment evaluation, and reporting, this template features clear, professional formatting, enabling you to confidently present your optimized portfolio strategy to investors or stakeholders.
Description
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Key Features
- Comprehensive Portfolio Analysis: Automatically calculate the optimal allocation of assets in your portfolio to achieve the lowest possible risk (MVP) and the highest risk-adjusted return (Optimal Portfolio). These calculations help you identify the most efficient investment strategy.
- Minimum Variance Portfolio (MVP): Determine the asset allocation that minimizes portfolio risk. This feature is essential for investors looking to maintain a low-risk profile while maximizing returns.
- Optimal Portfolio (Maximizing Sharpe Ratio): Calculate the portfolio allocation that maximizes the Sharpe ratio, providing the best risk-adjusted return. This feature is ideal for investors seeking to optimize their portfolio performance relative to risk.
- Interactive Charts: Visualize your portfolio’s risk-return profile with customizable charts that clearly display the efficient frontier. These charts facilitate easy comparison and decision-making.
- Customizable Inputs: Input the price data for the assets for the past 60 months and the allocations that you want to consider. The allocation calculations and charts will automatically update, allowing you to tailor the analysis to your specific investment goals and market conditions.
Benefits
- User-Friendly: Designed with clear instructions and built-in formulas to make financial modelling both efficient and straightforward.
- Professional Reporting: Produce polished financial reports to impress investors, lenders, and business partners.
Who is this template for?
- Investors and Portfolio Managers: Optimize your portfolio allocation to achieve the best balance between risk and return. This template is essential for making informed investment decisions.
- Financial Advisors and Consultants: Provide clients with expert portfolio analysis and customized investment strategies. This tool helps you deliver high-quality advisory services.
- Academic Researchers and Students: Utilize the template to study and understand portfolio optimization techniques, including the practical application of the Minimum Variance Portfolio and Sharpe ratio maximization.
So much More
What’s Included?
Pro-forma Financial Statements
Historical Fundamental Data
Free email-support
Financial Ratio Analysis
Charts and dashboards
Business Valuation
5-Year Revenue and Costs Projection
Watch the Tutorial
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