Wealth Index using Excel

The Wealth Index of portfolio with MarketXLS calculates the highest rate of return for the investment. The MarketXLS add-in enables it to apply to either financial instrument or business portfolios. The wealth index is a popular function to evaluate the investment and to calculate the returns. What is Wealth Index The wealth index is a …

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Portfolio Optimization

Portfolio Optimisation

The Portfolio Optimization with MarketXLS calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The MarketXLS add-in enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio represents an excellent framework for driving capital …

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Monte Carlo Simulation Excel

Monte Carlo Simulation

Monte Carlo Simulation Excel is an excellent tool for investors when assessing the potential risks associated with the portfolio and asset allocation. This article will discuss what it is, how it is works, how MarketXLS add-in calculates Monte Carlo simulation of your portfolio. The Monte Carlo approach is a computer-based method that uses statistical sampling …

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Value-at-risk VaR using Excel (with MarketXLS)

VaR

Value-at-risk using Excel is one of the most important financial tools that help an investor measure the risk of an investment portfolio. This article will discuss what it is, how it is then calculated, how MarketXLS calculates the Value-at-risk of your Portfolio. Value-at-risk is a statistical measure of the riskiness of portfolios of assets. It …

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Efficient Frontier using Excel (with MarketXLS)

Efficient Frontier

The Efficient frontier using excel is one of the most important financial tools that help an investor compose an investment portfolio with the maximum returns and minimum amount of risk. This article will discuss what it is, how it is then calculated, and how MarketXLS calculates it of your Portfolio. Contents: What is Efficient frontier …

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Portfolio Beta Calculator

In this article, we will look at how you can use MarketXLS’s portfolio beta calculator template to easily calculator Beta of your portfolios. MarketXLS has a very strong portfolio analytics engine that can get you all kind of analysis of your portfolio with easy to use Excel functions What is Beta? Beta is a way …

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Sortino Ratio of Portfolio (with MarketXLS Formulas)

Sortino Ratio in Excel

We know that Sharpe ratio is one of the most common ratios to measure the reward versus the risk of an investment opportunity. Sortino ratio is a modified version of the Sharpe ratio. While the Sharpe ratio measures the return over the overall risk (stock volatility) in the portfolio, Sortino ratio only considers the downside …

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Warren Buffet Investment Portfolio Through The Last 50 Years

In 2014 Berkshire Hathaway Inc. celebrated fifty years in the market. On that occasion Warren Buffet made some observations regarding his company’s performance through the years. There have great gains and great losses but no one can discount his long innings in the stock market. His career has usually been looked at with awe. For …

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