Applied Portfolio Analysis

Welcome to “Applied Portfolio Analysis,” a comprehensive guide designed to walk you through the intricacies of calculating essential portfolio return measurements. With step-by-step instructions and detailed implementation examples in MS Excel, this monograph is crafted to empower practitioners in their day-to-day work.

This guide focuses on applying key portfolio return metrics within a portfolio-centric framework for optimal portfolio selection. Through practical examples, you’ll gain valuable insights into the real-world application of portfolio analysis, setting the stage for effective decision-making.