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.
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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*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”
Free Stock Prices in Python Made Easy | yFinance
Ryan O’Connell, CFA, FRM shows how you can easily retrieve live stock prices for free in python using the yFinance library. yFinance scrapes the stock prices from Yahoo Finances website.
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Chapters:
0:00 – Import the Required Libraries
1:09 – List the Stocks You Are Interested In
1:50 – Setup the Time Range
3:12 – Download Stock Prices in Python Using yFinance
5:03 – Display the Resulting Dataframe
*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 & Python: Retrieve Stock Prices for FREE!”
“Mastering YFinance in Python: Grab Stock Prices at No Cost”
“YFinance: Free Stock Data in Python Made Easy”
“Unleash the Power of YFinance: Access Stock Prices for Free in Python”
“Python & YFinance: Stock Market Mastery with Free Price Retrieval”
“Zero-Cost Stock Prices with Python & YFinance: A Comprehensive Tutorial”
“YFinance in Python: The Free & Easy Method for Stock Market Data”
“Unlock Free Stock Price Access with Python & YFinance: A DIY Guide”
“YFinance for Financial Success: Acquiring Stock Prices for Free in Python”
“Free Stock Prices in Python Made Easy | yFinance”
Build a Stock Tracker in Google Sheets: The Ultimate Guide
Ryan O’Connell, CFA, FRM shows how to build a stock dashboard in Google Sheets with live updating data using Google Finance.
💾 *Purchase the files created in this video here:* https://ryanoconnellfinance.com/product/google-sheets-stock-dashboard/
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
Chapters:
0:00 – Introduction
0:10 – Create a New Google Sheet
1:11 – Setup Column Headers and Format Dashboard
2:12 – Manually Input Your Stock Portfolio Info
3:28 – Color Code Spreadsheet
4:13 – Calculate Company Market Capitalization
6:24 – Calculate the Amount Paid for the Portfolio
7:06 – Get Live Stock Prices In Google Sheets
8:07 – Calculate Allocation of Portfolio
8:43 – Calculate Stock Portfolio Returns
12:03 – Conditional Formatting Based On Gains & Losses
13:47 – Add Individual Stock Allocation Pie Chart
15:17 – Add Pie Charts Based on Market Cap & Sector
19:13 – Stock Portfolio Dashboard in Google Sheets Conclusion
*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
“Create a Custom Stock Tracker in Google Sheets”
“DIY Stock Dashboard: How to Build Your Own”
“Track Your Portfolio: A Step-by-Step Guide to a Google Sheets Stock Dashboard”
“Maximize Your Investments with a Google Sheets Stock Tracker”
“Building a Stock Dashboard in Google Sheets | Live Updating Data”
“Build a Stock Dashboard in Google Sheets: The Ultimate Guide”
“Effortlessly Monitor Stocks with this Google Sheets Dashboard Tutorial”
“Get a Bird’s Eye View of Your Investments with a Google Sheets Stock Dashboard”
Create a Live Stock Portfolio Tracker in Excel | No Microsoft 365 Required
Ryan O’Connell, CFA, FRM shows how to create a live updating stock portfolio tracker (dashboard) that DOES NOT require an Office 365 subscription or a Microsoft 365 subscription!
💾 *Purchase the files created in this video here:* https://ryanoconnellfinance.com/product/excel-stock-tracker/
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
CHAPTERS:
0:00 – Introduction
0:21 – Create a new Google Sheet document
0:45 – Use the Google Finance function to retrieve stock prices
2:26 – Connect Microsoft Excel to Google Sheets
4:10 – Input stock portfolio information
5:30 – Calculate stock market capitalization size
7:30 – Format to distinguish between manual inputs and formulas
7:57 – Calculate amount paid and current portfolio value
9:48 – Calculate portfolio allocations
10:15 – Calculate gains and losses on portfolio
12:00 – Conditionally format gains and losses
12:59 – Format the stock portfolio dashboard (tracker)
13:40 – Create stock position allocation pie chart
15:10 – Create sector and market cap pie charts
20:07 – Conclusion
*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
Title: Create a Live Stock Portfolio Tracker in Excel | No Microsoft 365 Required
Alternative Titles:
Create a Stock Portfolio Tracker in Excel With Live Prices | No Microsoft 365 Required
Create a Stock Portfolio Dashboard in Excel With Live Prices | No Microsoft 365 Required
Pull Live Stock Prices Into Excel
Pull Live Stock Prices Into Excel Without Microsoft 365
Pull Live Stock Prices Into Excel Without Office 365
Dividend Discount Model Explained in 5 Minutes
Ryan O’Connell, CFA, FRM explains the dividend discount model in 5 minutes.
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Chapters:
0:00 – Dividend Discount Model Definition
1:01 – Dividend Discount Model Formula
2:48 – Example Calculation
3:42 – Gordon Growth Model/Constant Growth DDM
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.
How to Calculate Total Return on Stock
Ryan O’Connell, CFA, FRM shows how to calculate total return on stock for both a stock paying no dividends and a stock paying dividends.
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Chapters:
0:00 – Calculate Return on Stock Paying No Dividends
1:04 – Calculate Return on Stock Paying No Dividends
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.
Dupont Formula Explained In 2 Minutes
Ryan O’Connell, CFA, FRM explains the DuPont Formula used to calculate Return on Equity (ROE). This video covers DuPont analysis and the Dupont method.
🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa
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.
Top 10 Stocks Over 20 Years | $100 Invested In Every Stock
If You Invested $100 In Every S&P 500 Stock 20 Years Ago, This is What You’d Have Today.
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This video shows the top 10 stocks in the S&P 500 index from 1/2/2003 to 12/13/2022. Data is based on the adjusted close price. Assumes each stock was purchased on 1/2/2003. Made by Ryan O’Connell, CFA, FRM.
Data Sources: Yahoo Finance, Kaggle
Music: Morning Song, Four Seasons: Winter, and William Tell Gallop
*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
Top 10 Stocks Over 20 Years | $100 Invested In Every Stock
ChatGPT In Excel | Does It Work For Finance & Investing?
In this video Ryan O’Connell, CFA, FRM tests OpenAI’s ChatGPT in Excel to find out how well it works for finance and investing.
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Chapters:
0:00 – Calculating Stock Returns
2:46 – Performing a Linear Regression
4:21 – Valuing a Stock Using The Dividend Discount Model
6:13 – Calculating NPV and IRR
8:29 – Does ChatGPT Work For Finance & Investing?
OpenAI’s ChatGPT link: https://chat.openai.com/chat
*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
How to Calculate Return on Stock in Excel
Ryan O’Connell, CFA, FRM shows how to calculate return on stock in Excel using data from Yahoo Finance. He also shows how to calculate the standard deviation and variance of returns in Excel.
Chapter
0:00 – Download stock data from Yahoo Finance
0:49 – Calculate return on stock in Excel
2:01 – Calculate standard deviation and variance of returns
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
*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
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