Personal Finance

Ryan O’Connell, CFA, FRM shows how to calculate NPV and IRR in Excel.

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💾 Download Free Excel File:
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Chapters:
0:00 – Define the Expected Cash Flows
0:51 – Calculate the Present Value (PV) of Each cash Flow
1:46 – Calculate the Net Present Value (NPV) of the Project
2:14 – Calculate Net Present Value (NPV) using NPV() Excel Function
2:38 – Calculate Internal Rate of Return (IRR) Using IRR() Excel Function
2:54 – NPV and IRR Accept or Reject Rule
3:27 – Experimenting With Different Assumptions

*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 create a loan amortization table in Excel.

Chapters:
0:00 – Defining the Attributes of the Loan
1:33 – Creating a Loan Amortization Table in Excel
4:15 – Making Sense Out of the Loan Amortization Table

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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/loan-amortization-table-template-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

“Calculating the Optimal Portfolio in Excel | Portfolio Optimization” by Ryan O’Connell, CFA FRM. This video is based on the Modern Portfolio Theory (MPT) and the Efficient Frontier.

Chapters:
0:00 – Explanation of Assets
0:36 – Expected Return, Standard Deviation, and Weights
1:50 – Enable Data Analysis Toolpak and Solver Toolpak
2:25 – Get Historical Return Data from Yahoo Finance
3:31 – Create a Covariance Matrix
4:58 – Calculate Portfolio Standard Deviation
5:31 – Calculate Sharpe Ratio
6:39 – Find Optimal Portfolio Using Excel Solver

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💾 *Download Free Excel File Here:* https://ryanoconnellfinance.com/product/optimal-portfolio-calculation-excel-template/

*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:
Portfolio Optimization Made Easy with Excel
Optimal Portfolio Management: Excel Techniques Revealed
Building Your Ultimate Investment Portfolio in Excel
Excel Your Investments: A Guide to Optimal Portfolio Creation
Smarter Investing: Master Portfolio Optimization in Excel

Ryan O’Connell, CFA gives an overview of how a beginner can research an ETF using Fidelity.

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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. 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.