I need excel expert in calculate portfolio performance
Budget: $10 – $30 CAD
Please review the following file to ensure that the data reflects an accurate and holistic summary of the portfolio for potential client.
1) Summarize the portfolio Geographic Breakdown and visualize the data as you see fit. Please provide the results in the Geographic worksheet.
2) Summarize the Top 10 Equity and Top 25 Holdings excluding all Cash holdings. Please provide the results in the Top Holdings worksheet.
1) Summarize the portfolio Geographic Breakdown and visualize the data as you see fit. Please provide the results in the Geographic worksheet.
2) Summarize the Top 10 Equity and Top 25 Holdings excluding all Cash holdings. Please provide the results in the Top Holdings worksheet.