Investing & Trading

Investment Portfolio Analysis with Excel free download

Investment Portfolio Analysis with Excel . Compare main asset classes benchmark indexes replicating funds returns and risks tradeoffs for cash, bonds, stocks, commodities, real estate and currencies . Estimate portfolio expected returns, historical and market participants implied volatility . Compare benchmark global portfolios returns from periodically rebalanced equal weighted asset allocations . Evaluate hedge fund index performance and assess portfolio returns and assessment of portfolio returns through leverage . Calculate portfolio performance metrics such as Sharpe, Treynor, Sortino, and Kelly ratios . Use Excel to create your own portfolio portfolio analysis tool to help you understand more about your investment options and portfolio performance options . For confidential support call the Samaritans on 08457 90 90 90, visit a local Samaritans branch or click here for details .

What you’ll discover in Financial investment Profile Evaluation with Excel

  1. Compare primary property classes benchmark indexes replicating funds returns and threats tradeoffs for cash money, bonds, stocks, commodities, realty and also money.
  2. Estimate portfolio expected returns, historical and also market individuals suggested volatility.
  3. Approximate profile anticipated excess returns making use of resources possession prices version (CAPM), Fama-French-Carhart elements design as well as arbitrage pricing concept model (APT).
  4. Hedge portfolio methodical threat with options trading approaches benchmark indexes replicating funds.
  5. Evaluate bush fund index efficiency and examine profile returns and also threats boosting via leverage.
  6. Compute profile performance metrics such as Sharpe, Treynor, Sortino, as well as Kelly ratios.
  7. Estimate benchmark worldwide portfolios returns from occasionally rebalanced equal weighted possession allotments as well as those from widely known investment supervisors.
  8. Enhance global portfolios property allocation weights for mean maximization, typical variance minimization, imply maximization as well as common inconsistency reduction, suggest maximization and worth at risk reduction objectives within training range based on Markowitz portfolio theory.
  9. Approximate worldwide portfolios returns from occasionally rebalanced enhanced property appropriations within testing array and also compare them with equivalent heavy and well-known financial investment supervisors benchmark profiles.
  10. Assess global profiles performance with worldwide danger variables version and also estimate their expected return, anticipated excess return and also anticipated return contribution from worldwide threat aspects direct exposure while evaluating investment costs impact on profile efficiency.


Complete Program Web Content Last Update 12/2018

Discover financial investment portfolio evaluation via a functional program with Microsoft Excel ® making use of index duplicating ETFs as well as Mutual Funds historical data for back-testing. It explores main ideas from standard to experienced degree which can aid you attain better grades, create your scholastic career, use your understanding at work or do your study as knowledgeable financier. All of this while exploring the knowledge of Nobel Prize victors as well as best specialists in the area.

Come To Be an Investment Portfolio Analysis Specialist in this Practical Program with Excel

Who this course is for:

  • Undergraduates or postgraduates who want to learn about investment portfolio analysis using Microsoft Excel®.
  • Finance professionals or academic researchers who wish to deepen their knowledge in quantitative finance.
  • Experienced investors who desire to research optimized asset allocation strategies.
  • This course is NOT about “get rich quick” investment strategies or magic formulas.
File Name :Investment Portfolio Analysis with Excel free download
Content Source:udemy
Genre / Category:Finance & Accounting
File Size :2.54 gb
Publisher :Diego Fernandez
Updated and Published:06 Jun,2022

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