Finance

Calculate a portfolio's return

How it works in Excel

• A2:A4 are the weights of each holding.
• B2:B4 are their returns.
• The weights should add up to 100%.
• Format the cell as a percentage.

The idea in general

Each holding counts in proportion to how much of your money is in it.

What I assumed

• The weights are in A2:A4 and the returns are in B2:B4.

Check the result on your own data before relying on it.