Investment Portfolio Tracker

An interactive template to track a selection of portfolio investments.

An Investment Portfolio Tracking Template

This model is designed to assist in the selection of an investment portfolio featuring a risk-free asset and two of the biggest stocks traded on US stock exchange markets.

The 10-year Treasury Bond was employed as a source for the market data of the risk-free rate, and the return and volatility of each stock were determined by analyzing the historic prices for the past 5 years.