Oct 17
Quantext Portfolio Planner
To learn more about Quantext Portfolio Planner, click on the link. Serious investors should at least take a look at a demo version, if it is still available. QPP allows the user to enter up to 20 tickers (basic version) of stocks, ETFs, or mutual funds. Once the tickers are in place, you then enter the percentage allocated to each investment, select a period for analysis and update the information. As output, you receive a projected annual return, standard deviation, diversification metric and much more.
I highly recommend this Excel program.
Lowell Herr
Photograph: Woofie
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