Home

Back test portfolio of stocks

%3CLINGO-SUB%20id%3D%22lingo-sub-780358%22%20slang%3D%22en-US%22%3EBack%20test%20portfolio%20of%20stocks%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-780358%22%20slang%3D%22en-US%22%3E%3CP%3EHi%2C%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20have%20seen%20examples%20of%20portfolio%20backtesting%20of%20investment%20strategies%20done%20for%20single%20stocks%20or%20indexes%20(attached).%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20am%20looking%20to%20employ%20the%20same%20methodology%20but%20for%20a%20portfolio%20of%20shares%2C%20say%2040-50%20with%20different%20wieghts%20and%20see%20the%20return.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EIs%20anyone%20able%20to%20assist%20with%20a%20method%20so%20i%20can%20adapt%20to%20include%20the%20full%20portfolio.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThank%20you%20kindly%20for%20any%20assistance.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-780358%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EBI%20%26amp%3B%20Data%20Analysis%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EMacros%20and%20VBA%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EPower%20BI%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E
calof1
Contributor

Hi,

 

I have seen examples of portfolio backtesting of investment strategies done for single stocks or indexes (attached).

 

I am looking to employ the same methodology but for a portfolio of shares, say 40-50 with different wieghts and see the return.

 

Is anyone able to assist with a method so i can adapt to include the full portfolio.

 

Thank you kindly for any assistance.

Related Conversations
How to Prevent Teams from Auto-Launch
chenrylee in Microsoft Teams on
28 Replies
Tabs and Dark Mode
cjc2112 in Discussions on
2 Replies
Early preview of Microsoft Edge group policies
Sean Lyndersay in Discussions on
65 Replies
*Updated 9/3* Syncing in Microsoft Edge Preview Channels
Elliot Kirk in Articles on
202 Replies