Equities
Equities, in finance, represent ownership shares or stocks in a company. These shares are bought and sold on the stock market, allowing investors to participate in a company’s profits and potential growth. Owning equities entitles shareholders to voting rights, dividends, and a claim on the company’s assets in case of liquidation. Equities are considered a higher-risk investment due to their potential for volatility but also offer the opportunity for significant returns.
Portfolio Optimization in Excel: Step by Step Tutorial
“Portfolio Optimization in Excel: Step by Step Tutorial” is your ultimate resource for mastering portfolio management techniques using Excel. This tutorial will walk you through step-by-step instructions on how to maximize returns and minimize risk, leveraging data-driven strategies for smarter investment decisions. Whether you’re a novice investor or a seasoned portfolio manager, this video will provide you with the tools and insights needed to optimize your portfolio effectively.
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Chapters:
0:00 – Intro to “Portfolio Optimization in Excel”
0:48 – Inputs Required to Find the Optimal Portfolio
1:18 – Calculating the Expected Return of Individual Securities
5:30 – Calculating the Standard Deviation of Individual Securities
6:57 – Assigning Minimum & Maximum Weights
7:43 – Creating the Covariance Matrix
10:10 – Calculate Portfolio Standard Deviation
11:17 – Calculate Portfolio Expected Return
11:51 – Find the Risk-Free Rate of Return
12:16 – Find the Optimal Portfolio 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
Dividend Discount Model: A Thorough Introduction
Ryan O’Connell, CFA, FRM presents “Dividend Discount Model: A Thorough Introduction”. First we walk through the dividend discount model on pen & pad, then we explore how to perform a DDM analysis in Excel to find out how to value dividend stocks.
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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/dividend-discount-model-ddm-excel-template/
Chapters:
0:00 – Dividend Discount Model Definition
1:25 – Dividend Discount Model Formula
2:55 – DDM Example Calculation
3:49 – Download Stock Dividend Data from Yahoo Finance
4:22 – Calculate Dividend Growth Rate
5:08 – Calculate Stock Price Using Dividend Discount Model
6:26 – Is the Stock Overvalued or Undervalued?
7:01 – Calculating Required Return Using Excel Solver
*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
Free Stock Prices in Python & Excel Export | yFinance
Ryan O’Connell, CFA, FRM shows how to retrieve free stock prices in Python and export them to Excel using yFinance.
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💻 *Find the Code Written In this Video Here:* https://ryanoconnellfinance.com/downloading-historical-stock-prices-and-exporting-to-excel-using-yfinance-and-python/
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Chapters:
0:00 – Import the Required Libraries
1:25 – List the Stocks You Are Interested In
2:06 – Setup the Time Range
3:23 – Download Stock Prices in Python Using yFinance
5:21 – Display the Resulting Dataframe
5:37 – Export the Dataframe to 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
Alternative Titles:
“YFinance: Free Stock Prices in Python & Excel Integration”
“Python for Finance: Free Stock Prices with YFinance & Excel Export”
“Master YFinance: Free Stock Prices in Python and Excel Made Easy”
“Free Stock Data: YFinance Python to Excel Workflow Tutorial”
“YFinance Python: Free Stock Prices & Excel Export Simplified”
“Export Free Stock Prices to Excel with YFinance in Python”
“Python & YFinance: Unlock Free Stock Prices and Excel Compatibility”
“Free YFinance Stock Prices: Python to Excel Automation Guide”
“Zero-Cost Stock Prices: YFinance Python and Excel Integration”
“Effortlessly Transfer Free Stock Prices with YFinance from Python to Excel”
Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel
Welcome to the world of multi-asset portfolio analysis! In this comprehensive tutorial, we’ll dive deep into the key components of portfolio performance evaluation – standard deviation and returns – using the powerful tool, Microsoft Excel. Whether you’re an aspiring financial analyst, a professional portfolio manager, or a passionate individual investor, this video is for you!
What you’ll learn in this video:
Calculating individual asset returns and portfolio weighted returns.
Understanding and computing standard deviation for individual assets and the portfolio.
How to use Excel functions and formulas to analyze risk and return.
By the end of this tutorial, you’ll be equipped with the knowledge and skills to effectively analyze and manage your investment portfolio, optimize risk, and maximize returns using Microsoft Excel. So, grab your financial data and let’s get started with mastering multi-asset portfolio analysis!
Chapters:
0:00 – Introduction to Standard Deviation & Returns in Excel
0:42 – Adjusted Close Prices Description
1:22 – Calculate Log Normal Daily Returns of an Individual Security
2:20 – Calculate Annual Return of an Individual Security
3:32 – Calculate Standard Deviation of an Individual Security
4:50 – Determine the Weight of Each Security
8:39 – Calculate Annual Return of a Multi-Asset Portfolio
10:15 – Create a Covariance Matrix
13:00 – Calculate Standard Deviation of a Multi-Asset Portfolio
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💾 *Download the file created in this video free here:* https://ryanoconnellfinance.com/product/mastering-multi-asset-portfolio-analysis-standard-deviation-returns-in-excel-video-tutorial/
*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
Alternative Titles:
“Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel”
“Excel Magic: Evaluating Portfolio Performance with Standard Deviation & Return”
“Portfolio Management Essentials: Computing Standard Deviation & Return in Excel”
“Excel for Finance: Multi-Asset Portfolio Risk & Return Calculation”
“Unlocking Portfolio Analytics: Standard Deviation & Return Calculation in Excel”
“The Art of Portfolio Evaluation: Standard Deviation & Returns in Excel”
“Portfolio Risk & Return Analysis: A Comprehensive Excel Guide”
“Investment Performance Measurement: Multi-Asset Portfolio Analysis in Excel”
“Excel Power-Tools: Assessing Multi-Asset Portfolio Risk & Return”
“Efficient Portfolio Analysis: Calculating Standard Deviation & Returns with Excel”
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