# Calculate the Sortino Ratio with Excel

This Excel spreadsheet calculates the Sortino Ratio for an investment, a measure of risk-adjusted return. Investments that emphasize their Sortino…

This Excel spreadsheet calculates the Sortino Ratio for an investment, a measure of risk-adjusted return. Investments that emphasize their Sortino…

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

This Excel spreadsheet implements Markowitz’s mean-variance theory. It optimizes asset allocation by finding the stock distribution that minimizes the standard…

This article describes how you can implement the Sharpe Ratio in Excel. As an alternative method, I’ll also give some…

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

So I’m a recent immigrant in Canada, having landed here from the UK. Specifically I moved to Waterloo, Ontario, to…

If you’re a regular traveller, you’ll know that changing money from one currency to another can be a constantly changing…

When I landed in Canada and arrived at what would be my first home, I needed to get mobile straight…

If you’re a new investor, then you might have started by buying units in an index fund. These are cheap,…

Too much of a good thing could be bad for you Imagine that you bought a killer mutual fund let’s…