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YouTubeDarwinex
Optimizing 3 Stock Portfolio in Excel using Modern Portfolio Theory - Tangency Portfolio
Identifying the optimal portfolio or tangency portfolio requires the Sharpe Ratio (Excess Return / Risk) to be maximized and this can be achieved using the Excel Data Solver. The resulting portfolio can then be plotted onto the Efficient Frontier. There are several considerations when attempting to optimize portfolios beyond those required for ...
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How to Build a Successful Finance Portfolio
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TikToktheslappablejerk
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This couple owns their home outright and has a $1.2M property portfolio. Sounds amazing, right? But their entire income is just $30K net rent per year. Here’s why selling and moving money into super could transform their retirement: ✔️ Up to $960K into super (non-concessional contributions) ✔️ Draw ~$77K per year tax-free ✔️ More flexibility, less stress Property is a great growth asset when you’re young—but in retirement, cash flow is king. Want to retire smarter? Follow for more tips. #superan
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This couple owns their home outright and has a $1.2M property portfolio. Sounds amazing, right? But their entire income is just $30K net rent per year. Here’s why selling and moving money into super could transform their retirement: ✔️ Up to $960K into super (non-concessional contributions) ✔️ Draw ~$77K per year tax-free ✔️ More flexibility, less stress Property is a great growth asset when you’re young—but in retirement, cash flow is king. Want to retire smarter? Follow for more tips. #superan
TikToklukedeancfp
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How I invest $25,600 using my FHSA in the stock market 📈 Comment CLASS to learn how 👏✅ I’ve decided to use a 4-ETF strategy for this portfolio It used to be fully managed by @wealthsimple but now I’ve decided to DIY invest which will now bring me to over $200K self directed portfolio 👏👏 I used: • My brain lol (experience) • ChatGPT (my Custom GPT) • Wealthsimple (brokerage platform) If you wanna sign up for Wealthsimple use my code ‘_ZEIKQ’ and you’ll get $25 cash. Join my upcoming mastercl
3:25
How I invest $25,600 using my FHSA in the stock market 📈 Comment CLASS to learn how 👏✅ I’ve decided to use a 4-ETF strategy for this portfolio It used to be fully managed by @wealthsimple but now I’ve decided to DIY invest which will now bring me to over $200K self directed portfolio 👏👏 I used: • My brain lol (experience) • ChatGPT (my Custom GPT) • Wealthsimple (brokerage platform) If you wanna sign up for Wealthsimple use my code ‘_ZEIKQ’ and you’ll get $25 cash. Join my upcoming mastercl
TikTokwhizqueen
542 views2 weeks ago
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