Calculating Total Expected Return in Excel First, enter the following data labels into cells A1 through F1: Portfolio Value, Investment Name, Investment Value, Investment Return Rate, Investment ...

Find your initial cost, including commissions, by adding how much you spent to buy the investment. Here, it’s $1,000 + $5 = $1,005. Check the asset’s current value. A quick internet search or ...

For example, if you calculate your portfolio's beta to be 1.3, the three-month Treasury bill yields 0.02% as of October of 2015, and the expected market return is 8%, then we can use the formula ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel ...

Updated - March 22, 2024 at 09:11 PM. By including low or negatively correlated assets in a portfolio, investors can achieve a more balanced risk-return profile ...