Excel モデル: 財務ポートフォリオ最適化モデル

タイトル： Finance Portfolio Optimization Model

 説明： 

 

This spreadsheet is designed to help users optimize their financial portfolios. It includes sections for setting up fund allocations, reviewing investment summaries, and analyzing current investment values. Key components include:

  • 設定： Initial configuration of the spreadsheet to match your financial data, including fund names and allocation amounts.
  • Investment Summary: A detailed overview of investments, including actual amounts invested, current values, and comparisons between allocated and actual amounts.

 

アドバイス/ヒント:
  • 設定：
    • Ensure all initial configurations are correct before inputting data.
    • Regularly update the fund names and allocation details.

  • Investment Summary:
    • Monitor the allocation versus actual investment amounts to identify discrepancies.
    • Review current values to assess the performance of each investment.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブック ビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

 

  1. セットアップセクション:
    • Enter your fund names and allocation amounts.
      • Example values: Growth Fund, Income Fund, Bond Fund, Technology Fund, Real Estate Fund, Emerging Markets Fund.

  2. Investment Summary:
    • Enter your actual investment amounts and current values.
      • 例の値:
        • Apple Inc. – Amount Invested: $150,000, Current Value: $180,000
        • Microsoft Corp. – Amount Invested: $200,000, Current Value: $240,000
        • Amazon.com Inc. – Amount Invested: $150,000, Current Value: $200,000
        • US Treasury Bonds – Amount Invested: $100,000, Current Value: $105,000

 

インタラクティブ計算機が便利な理由:

This spreadsheet consolidates all financial information in one place, making it easier to monitor and optimize your investments. By providing a clear view of your investment allocations and their performance, it helps users make informed decisions to achieve optimal financial growth and stability.

ソース： カスタムスプレッドシート

結論：

 The Finance Portfolio Optimization Model is an invaluable tool for managing and optimizing investments. By providing a detailed and organized approach to tracking fund allocations and investment performance, it helps users achieve financial stability and growth. Regular updates and reviews ensure that the investment strategy remains aligned with changing goals and market conditions.

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