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Portfolio Maximization Formula

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  1. #1
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    09-12-2018
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    Excel 16
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    Portfolio Maximization Formula

    Hi good day, I need help with a formula that generates the most optimum portfolio of stocks i.e. (Highest Performance) given the following criteria.

    1) The portfolio must consist of 10 stocks

    2) Portfolio Mix
    Stock Type D- no less than 3, no more than 5
    Stock Type M- no less than 2, no more than 5
    Stock Type F- no less than 1, no more than 3
    Group Type - no more than 3 stocks from any Group Type

    3)The max Budget for the Portfolio is $83

    So I want to know which 10 stocks combine to give me the highest performance total.

    See Link attached
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