Financial Modeling

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”

Ryan O’Connell, CFA, FRM explains NPV in Excel. We can use Net Present Value (NPV) to answer the question “Should You Accept the Project?”. Is the expected return on an investment worth the risk?

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💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/npv-excel-template/

Chapters:
0:00 – NPV() in Excel Explained
2:57 – XNPV() in Excel 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

Alternative Titles:
“Mastering Net Present Value (NPV) Analysis in Excel”
“Excel Tips and Tricks: Understanding Net Present Value (NPV)”
“How to Calculate Net Present Value (NPV) in Excel: A Step-by-Step Guide”
“The Ultimate Guide to Net Present Value (NPV) Analysis in Excel”
“Excel for Finance: Using Net Present Value (NPV) to Evaluate Investments”

Ryan O’Connell, CFA, FRM shows how to build a stock dashboard in Google Sheets with live updating data using Google Finance.

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📈 *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”

FREE FILE: https://drive.google.com/uc?export=download&id=1txcMFxolnKXYDtGTJTbcXNcVu70Drzxc
PREMIUM FILE: https://ryanoconnellfinance.com/product/chatgpt-bot-inside-excel/

Ryan O’Connell, CFA, FRM shows how to use ChatGPT INSIDE Excel using OpenAI’s API. Bring ChatGPT directly inside Excel and retrieve any data with OpenAI’s API.

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CHAPTERS:
0:00 – Intro
0:29 – Download the Free File
1:02 – Get API Key From OpenAI
1:50 – Import Office Script Code
2:48 – Retrieve An Excel Formula With ChatGPT
3:39 – Retrieve a List In Excel With ChatGPT
4:06 – Review of the Code
6:14 – Retrieve Any Data Set In Excel
9:39 – Conclusion On ChatGPT Bot 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

Alternative Titles:
How to Use ChatGPT’s API Inside Excel and Retrieve Any Data Set
How to Get a OPENAI API Key and Use It for Excel
Use ChatGPT In Excel
Use chatgpt inside excel
Create a ChatGPT Bot INSIDE Excel | Retrieve Any Data

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.

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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👉 https://ryano.finance/cfa

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.

Ryan O’Connell, CFA, FRM explains how to value a stock using the dividend discount model (DDM) in Excel.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
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💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/stock-valuation-excel-spreadsheet-using-dividend-discount-model/

Chapters:
0:00 – Download Stock Dividend Data from Yahoo Finance
0:32 – Calculate Dividend Growth Rate
1:41 – Calculate Stock Price Using Dividend Discount Model
2:34 – Is the Stock Overvalued or Undervalued?
2:58 – 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. 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.

Ryan O’Connell, CFA, FRM shows how to create a financial model in Excel and build an income statement from scratch.

📊 Download Free Excel Financial Models:
► Access a range of powerful, customizable financial models: https://ryanoconnellfinance.com/financial-models/

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Chapters:
0:00 – Intro and Template File Download
0:13 – Outline the Income Statement and Assumptions
0:30 – Calculate Net Sales
2:42 – Calculate Cost of Goods Sold (COGS)
4:39 – Calculate Operating Expenditures (OPEX)
6:25 – Calculate EBITDA, EBIT, and EBT
7:47 – Calculate Income Taxes and Net Income
8:37 – Changing the Assumptions

Download the BLANK TEMPLATE file for free here:
https://ryanoconnellfinance.com/product/excel-financial-model-template-income-statement/

Download the COMPLETE file for free here:
https://ryanoconnellfinance.com/product/excel-financial-model-template-income-statement/

Music Credit:
Rewind by Markvard https://soundcloud.com/markvard
Creative Commons — Attribution 3.0 Unported — CC BY 3.0

*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.