Efficient Frontier Portfolio Optimizer
The Efficient Frontier Portfolio Optimizer is an Excel based tool that provides the allocation to 23 equities and bonds ETFs for a given rate of return selected by the user. The allocation minimizes the portfolio volatility for the selected return. The tool allows to estimate the projected portfolio value given an initial investment and a monthly contribution. The tool has been designed to select the most appropriate allocation between equities and fixed income for a retirement portfolio, and the risk tolerance of the portfolio holder. An overview on how the tool was constructed and how it can be used can be found here.
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Disclaimer: The seller of the product is not responsible of any profit or loss incurred by using this tool. The projected portfolio value and estimated rate of return are based on a theoretical analysis of historical data. This will not necessary mirrors what will happen in real life: a) past performances might not repeat in the future b) the returns of the equity and bond market can and will fluctuate year over year.