From the course: Advanced Python in Excel for Finance: A Hands-On Approach

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Portfolio analysis

Portfolio analysis

From the course: Advanced Python in Excel for Finance: A Hands-On Approach

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Portfolio analysis

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- [Instructor] We will now embark on a journey to unlock the power of Python in Excel for portfolio analysis. This skill is crucial for anyone looking to evaluate and optimize investment portfolios with precision and efficiency. Let's start by discussing the basics of portfolio optimization. At its core, this process involves the challenge of selecting a mix of investment assets that achieves the maximum possible return for a given level of risk. This is not just about picking stocks or bonds that perform well, but about how these assets work together as a whole. With our setup ready, we move on to the core of today's session, portfolio risk and return analysis. We'll start by calculating the expected returns of our portfolio, considering the weights of different assets. Next, we will tackle portfolio risk, focusing on variance and standard deviation to assess our portfolio's volatility. So once you are in Excel, I've just imported three stock prices that we'll put in our portfolio…

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