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Calculating constraints from values
Excel Help for Calculating Constraints From Values in Excel Portfolio Optimization Template
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Calculating Constraints From Values | Rate this: (4/5 from 2 votes) |
 | You can set maximum constraints as percentages for each investment. Work out what percentage $100,000 is of the current portfolio value and use this as the maximum across investments. The total value of the portfolio is the sum of each investment's number of units multiplied by the last price. If returns are used then the sum of units is assumed to be the total portfolio value. | |
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