Equities

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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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/standard-deviation-stock-return-calculator-in-excel/

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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💾 Download Free Excel File:
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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

“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

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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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

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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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”