# Calculating a Sharpe Optimal Portfolio with Excel

This Excel spreadsheet will calculate the optimum investment weights in a portfolio of three stocks by maximizing the Sharpe Ratio of the portfolio.

# Mean-Variance Portfolio Optimization with Excel

This Excel spreadsheet implements Markowitz’s mean-variance theory. It optimizes asset allocation by finding the stock distribution that minimizes the standard deviation of the portfolio while maintaining the desired return.

# Calculate the Sharpe Ratio with Excel

This article describes how you can implement the Sharpe Ratio in Excel. As an alternative method, I’ll also give some VBA code that can also be used to calculate the Sharpe Ratio.

# Black-Scholes Option Pricing and Greeks Calculator for Excel

This Excel spreadsheet implements the Black-Scholes pricing model to value European Options (both Calls and Puts).  The spreadsheet allows for dividends and also gives you the Greeks

# Opening my first Canadian Bank Account

So I’m a recent immigrant in Canada, having landed here from the UK.  Specifically I moved to Waterloo, Ontario, to work for a software company that had offered me a job. On my first full day in Canada, I opened…

# Forex, Bollinger Bands, and Excel

If you’re a regular traveller, you’ll know that changing money from one currency to another can be a constantly changing battleground. Foreign exchange rates (or Forex), change all the time, and what can seem like a good rate can disappear…

# Auto Insurance – Canada’s Expensive!

When I landed in Canada and arrived at what would be my first home, I needed to get mobile straight away.  I rented a car (well, my new employer picked up the cost) for the first two weeks. After that,…

# Too many funds means that you’re buying the market, at an above market price

If you’re a new investor, then you might have started by buying units in an index fund. These are cheap, with expense ratios as little as 0.5%. Given your initial experience, you may have then dipped your toes in the…

# Too much of a good thing could be bad for you

Too much of a good thing could be bad for you Imagine that you bought a killer mutual fund let’s say one that invests in US red widget manufacturers – that’s on a sure but steady upwards tear. You could…

# Why I decided to invest in the BMO Resource Fund

A few months ago I started looking at the BMO Resource Fund. In the past I’ve based far too much of my decision on historical returns. Historical returns are easy to understand, and I usually opt for the path of…