Equities

Learn how to get free historical stock prices from Yahoo Finance directly into Excel, even after Yahoo Finance placed their CSV downloads behind a paywall. In this tutorial, I walk you step-by-step through yahoo finance download csv historical data to easily import stock prices into Excel without paying for premium services. I also show you how to remove dividend rows and sort dates from oldest to newest, demonstrating how to download historical stock data from yahoo finance efficiently. Whether you’re looking for excel download yahoo finance historical data or wondering how to download stock prices from yahoo finance for free, this video provides the complete solution to yahoo finance excel historical data needs.

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Chapters:
0:00 – Get Stock Price Data From Yahoo Finance Into Excel
1:45 – Remove Dividend Rows
2:48 – Sort Dates From Oldest to Newest

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Learn how to perform a Maximum Drawdown Calculation in Excel and understand its significance in portfolio risk analysis. In this video, we cover the Maximum Drawdown Meaning, step through the Maximum Drawdown Explained section, and demonstrate how to compute it using Maximum Drawdown Excel techniques. You’ll also see a Maximum Drawdown example with real-world data to help you apply this key risk metric to your own investments. Whether you’re a trader, investor, or finance professional, mastering Maximum Drawdown is essential for evaluating downside risk and protecting your portfolio. Maximum Drawdown is also known as Max Drawdown and is a downside risk measurement.

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Chapters:
0:00 – Maximum Drawdown Definition & Formula
0:39 – Maximum Drawdown Explained
1:47 – Maximum Drawdown Calculation in Excel
4:00 – Real World Example of Maximum Drawdown

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.

The projections or other information regarding the likelihood of various investment outcomes generated by the Tools mentioned in this video are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. It is important to understand that these projections are based on certain assumptions and models, and actual outcomes may differ significantly. Please note that results may vary over time.

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Is margin trading & leverage a smart strategy, or is it just added risk? In this video, Ryan O’Connell, CFA, FRM, breaks down the real impact of margin trading on portfolio returns using a data-driven Excel analysis and Monte Carlo simulation. You’ll learn how margin works, leverage ratios, and margin interest rates affect investment growth—and whether the potential higher returns outweigh the risks.

We start by explaining the fundamentals of leverage and margin trading, followed by a step-by-step portfolio growth model comparing leveraged vs. non-leveraged strategies. I used Interactive Brokers’ margin rates for this analysis, but you can apply the same approach using Fidelity, Robinhood, or Binance margin rates as well.

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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/margin-trading-return-simulator/

Chapters:
0:00 – What Is Leverage?
0:50 – Setting Expectations: Return & Risk
2:05 – Margin Trading Explained: How It Works & Costs
4:18 – Understanding Leverage Ratios & Their Impact
4:57 – Predicting Portfolio Growth With Margin Trading
9:22 – Comparing Portfolio Growth: With & Without Margin
10:15 – Monte Carlo Simulation: Testing Margin Trading Performance
11:49 – Is Using Margin Worth It?

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.

None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.

Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.

The projections or other information regarding the likelihood of various investment outcomes generated by the Tools mentioned in this video are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. It is important to understand that these projections are based on certain assumptions and models, and actual outcomes may differ significantly. Please note that results may vary over time.

Any trading symbols, entities or investment products displayed or named in this podcast are for illustrative purposes only and are not intended to portray recommendations.

Margin Trading:
Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Should you buy leveraged ETFs for the long term? In this video, Ryan O’Connell, CFA, FRM, explains leverage decay and how it impacts the performance of leveraged ETFs over time. Using Excel, you’ll learn to calculate expected returns, randomize daily returns, and analyze leveraged portfolio outcomes through examples and Monte Carlo simulations. Discover whether leveraged ETFs are a viable long-term investment strategy or better suited for short-term trading.

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Chapters:
0:00 – Definition of Leverage Decay
0:36 – Expected Return & Standard Deviation in Excel
2:07 – Randomizing Daily Returns on Index
4:34 – Calculating Leveraged Returns
5:12 – Leveraged Portfolio Outcome Examples
5:54 – Monte Carlo Simulation of Leveraged Portfolios
9:24 – Volatility Decay of Leveraged ETFs Explained

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Dive into the world of derivatives with Equity Swaps Explained! This video covers the types and features of equity swaps, including a detailed breakdown of total return swaps. Perfect for CFA and FRM candidates, you’ll learn how equity swaps work and their key characteristics in under five minutes. Enhance your understanding of these essential financial instruments and get exam-ready with Ryan O’Connell, CFA, FRM.

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Chapters:
0:00 – Types of Equity Swaps
1:15 – Total Return Swaps Explained
1:44 – Features of Equity Swaps

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Discover the crucial concept of Beta in Finance in just 5 minutes! This video breaks down beta explained for stocks, from zero beta to high and negative beta securities. Perfect for investors and finance enthusiasts, you’ll learn how beta measures a stock’s volatility relative to the market. Whether you’re new to investing or looking to refine your knowledge, this concise explanation of beta in finance will equip you with essential insights for smarter investment decisions.

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Chapters:
0:00 – Definition of Beta In Finance
1:54 – 0 Beta Stock
2:39 – Stock W/ Beta of 1
3:11 – Very High Beta Stock
4:01 – Negative Beta Stock

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Join Ryan O’Connell, CFA, FRM, in this informative tutorial as he guides you through the process of calculating stock annual return and standard deviation using Excel. Starting with how to obtain stock price data from Yahoo Finance, Ryan will teach you step-by-step how to calculate daily returns, annual returns, and finally, the annual standard deviation to assess investment risk and performance efficiently. Perfect for investors and finance students, this video is packed with practical tips and Excel formulas to enhance your financial analysis skills. Whether you’re a beginner or looking to refine your expertise, this guide offers valuable insights into making informed investment decisions.

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Chapters:
0:00 – Daily Return Data Required
0:33 – Calculate Daily Returns
1:56 – Calculate Annual Return
3:20 – Calculate Annual Standard Deviation

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Looking to master your stock portfolio management in Excel? In this easy-to-follow guide, “LIVE Stock Portfolio Dashboard in Excel in 30 Minutes!”, we cover everything you need to know to set up a real-time stock portfolio tracker. From creating a transaction log and calculating returns to breaking down sector and market cap allocations with beautiful pie charts, this tutorial is your go-to resource for all things investing and Excel. Whether you’re a novice or seasoned investor, this video will equip you with the tools to calculate gains, losses, dividends, and more, all in a live, up-to-date Excel dashboard.

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👉 CORRECTION: I made one mistake @15:03. C4 in the denominator (# of shares purchased), should actually be E4 (# of shares sold). You should also remove the double quotes ,””) at the end of the IF statement from that same formula.

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Chapters:
0:00 – Overview of the Live Stock Dashboard in Excel
0:39 – Create a Transaction Log
2:47 – Begin Constructing Portfolio Dashboard
4:11 – Retrieve the Sector of Each Stock in the Portfolio
4:46 – Find the Market Cap Size of Each Company
6:22 – Calculate the Percentage Allocated to Each Share
8:22 – Retrieve the Beta of Each Stock
9:13 – Calculate Today’s Return on Each Share
10:31 – Calculate Average Purchase Price Per Share
14:22 – Calculate Average Sale Price Per Share
15:24 – Calculate Total Dividends Received
16:45 – Calculate Realized Gain or Loss on Each Stock
17:37 – Calculate Total Gain or Loss on Each Stock
18:30 – Calculate Unrealized Gain or Loss on Each Stock
19:52 – Calculate Total Portfolio Gains and Losses
22:45 – Conditionally Format Gains & Losses
23:44 – Create Market Cap Size Pie Chart
26:33 – Create Sector Allocation Pie Chart
27:29 – Create Individual Securities Holdings Pie Chart

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC

Join Ryan O’Connell, CFA, FRM, as he delves deep into the fascinating world of log returns in finance, shining a spotlight on Euler’s number (e) and the intricacies of continuous compounding. From understanding the basics of simple annual compounding to mastering the complexities of logarithmic returns in Excel, this comprehensive guide has you covered. Whether you’re a finance professional, student, or enthusiast, this video is your key to unlocking the power of ‘e’ in the financial realm. Don’t miss out on this essential tutorial on continuous compounding and the magic of log returns!

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Chapters:
0:00 – Simple Annual Compounding of Interest
2:26 – Monthly Compounding of Interest
4:37 – Continuous Compounding (Euler’s Number – e)
7:36 – Logarithmic Returns Explained
9:57 – Logarithmic Returns in Excel

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

Delve into the world of portfolio optimization with our step-by-step guide on ‘Efficient Frontier Explained in Excel: Plotting a 3-Security Portfolio.’ Learn to calculate expected returns and standard deviation for individual securities, assign random weights, and effectively use the Sharpe Ratio and Covariance Matrix for risk management. We conclude with plotting the Efficient Frontier using Monte Carlo Simulation, helping you identify the optimal portfolio.

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Chapters:
0:00 – Intro to “Efficient Frontier Explained”
0:41 – Calculate Expected Returns: Individual Securities
3:30 – Calculate Standard Deviation: Individual Securities
4:31 – Assign Random Weights
5:40 – Calculate Total Portfolio Expected Return
6:13 – Create Covariance Matrix
8:31 – Calculate Total Portfolio Standard Deviation
9:29 – Calculate Sharpe Ratio
10:42 – Plot Efficient Frontier Using Monte Carlo Simulation
12:17 – Find the Optimal Portfolio: Portfolio Optimization

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC