Portfolio Management

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 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

Ryan O’Connell, CFA, FRM explains how to calculate Sharpe Ratio in excel. This ratio helps to measure the investment performance of a stock or stock portfolio.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download the file created in this video free here: https://ryanoconnellfinance.com/product/sharpe-ratio-in-excel/

Chapters:
0:00 – Calculate Daily Stock Price Returns
1:06 – Calculate Annual Returns of a Stock
2:14 – Calculate Standard Deviation of a Stock
3:14 – Calculate Sharpe Ratio 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.

Ryan O’Connell, CFA, FRM explains stock and investment performance evaluation in Excel. Including the three most common measures of stock performance, Sharpe Ratio, Treynor Ratio & Jensen’s Alpha.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download the file created in this video free here: https://ryanoconnellfinance.com/product/investment-performance-evaluation-excel-file/

Chapters:
0:00 – Intro
0:18 – Download Stock Price Data with Yahoo Finance
0:56 – Calculate Daily Stock Price Returns
2:01 – Calculate Sharpe Ratio In Excel
4:49 – Calculate Treynor Ratio In Excel
6:42 – Calculate Jensen’s Alpha 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.

Ryan O’Connell, CFA, FRM explains how to estimate the beta of a stock in excel.

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/estimating-beta-of-a-stock-in-excel-an-interactive-excel-file/

Chapters:
0:00 – Download Stock Price Data with Yahoo Finance
0:47 – Calculate Daily Stock Price Returns
1:26 – Estimate the Beta of a Stock Using =SLOPE()
2:00 – Estimate the Beta of a Stock Using =COVARIANCE.P()

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 walks through an example of how to calculate Value at Risk (VaR) in Excel using the Historical Method.

📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

🎓 *Get 25% Off CFA Courses (Featuring My Videos!) — Use code RYAN25 here:*
👉 https://ryano.finance/cfa

💾 Download Free Excel File:
► Grab the file from this video here: https://ryanoconnellfinance.com/product/value-at-risk-var-excel-workbook-a-comprehensive-tool-for-risk-management/

Chapters:
0:00 – Calculate Daily Stock Price Returns
1:25 – Define Portfolio Assumptions
1:44 – Find Daily Profits and Losses
2:37 – Calculate Value at Risk (VaR) Using Historical Method
3:10 – Create VaR Histogram

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.