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Please calculate the following KPIs for Frugal Tim's and Spendthrift Elizabeth's portfolios using Microsoft Excel: Annual Portfolio Return Portfolio Variance Portfolio Standard Deviation Sharpe Ratio
Please calculate the following KPIs for Frugal Tim's and Spendthrift Elizabeth's portfolios using Microsoft Excel:
Annual Portfolio Return
Portfolio Variance
Portfolio Standard Deviation
Sharpe Ratio
In the resources below, you will find the Portfolio's KPIs Calculations Template, which contains all the necessary inputs and structure to get started.
Next, you'll make highlevel comments on the KPIs while comparing the two portfolios. You'll find in the resources below a guide explaining how these KPIs are calculated, along with some handy Microsoft Excel tips to assist you.KPI calculations
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