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Investment Analysis & Portfolio Management - Core Finance

Investment Analysis & Portfolio Management - Core Finance

Investment Analysis & Portfolio Management - Core Finance Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

What you'll learn

  • Calculate stock returns manually as well as on Excel and Google Sheets, using real world data obtained from free sources.
  • Estimate the Expected Returns of Stocks using the Mean Method, State Contingent Weighted Probabilities, as well as Asset Pricing Models.
  • Calculate the total risk, market risk, and firm specific risk of stocks from scratch, and explore how the different risks interact.
  • Understand why the math works, and why equations work the way they do - even if your math is weak and if math freaks you out.
  • Witness the power of diversification and how the risk of your portfolio can be lower than the individual assets that make up the portfolio!
  • Measure your investment portfolio's performance by calculating portfolio returns and risks.
  • Optimise your portfolios by maximising your returns while minimising your risk.

Requirements

  • No prior knowledge required. We start from the very basics. And build you to an Investment Analysis & Portfolio Management Guru.
  • It's okay if math freaks you out. Seriously. Every single equation is explained one variable at a time. We rip it apart to its core, and show you how simple it really is.
  • Knowledge of basic statistical analysis is useful but NOT essential.
  • You'll need a calculator, access to Microsoft Excel® OR a Google account (Google Sheets).

Description

Say hello to Financial Analysis done right. You'll master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature.

Explore and master powerful relationships between stock prices, returns, and risk. Quantify and measure your investment risk, from scratch.

Discover what your financial advisor should be doing to manage your portfolio - to manage your investments.

Do all of this, and a whole lot more... manually, as well as on Excel® and Google Sheets, working with real world data.

There’s no prior knowledge required. We’ll start you from the very basics, and build you to a financial analysis PRO thanks to:

6 SECTIONS TO MASTERY (plus, all future updates included).

Introduction: Understanding Investment Security Relationships & Estimating Returns

  • Understanding powerful relationships between risk, return, and price.
  • Intuitively explore the baseline fundamental law of Financial Analysis - The Law of One Price.
  • Calculating stock returns for dividend and non-dividend paying stocks, manually.
  • Downloading and working with real world data, and estimating stock returns on Excel® / Google Sheets.

Estimating Expected Returns

  • Estimating expected returns using the average (mean) method.
  • Estimating expected returns using 'state contingent weighted probabilities'.
  • Estimating expected returns using Asset Pricing Models including the Capital Asset Pricing Model (CAPM).
  • You'll learn each approach theoretically AND practically, ensuring you fully understand why the formulas work the way they do, and that you're able to download relevant data and conduct the initial financial analysis by computing expected returns for any stock you want.

Understanding and Measuring Risk and Relationships

  • Estimating the total risk of a stock.
  • Estimating the market risk of a stock.
  • As a by-product of learning to measure the market risk, you'll also learn how to quantity the relationships between securities - something that will be a focal theme of portfolio management and investment / financial analysis.
  • As with the expected returns, you'll learn to measure risk manually as well as on Excel® / Google Sheets. Thanks to a solid understanding of why the equations work the way they do, you'll see how Google Sheets can get things wrong, and what you can do to make sure you conduct financial analysis without incorrect / inaccurate estimates.
  • Measuring Portfolio Risk and Return
  • Estimating the return of a 2 asset and multi-asset portfolio.

Measuring the risk of a 2 asset and multi-asset portfolio.

  • Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined!
  • Exploring Diversification & Optimisation
  • Risk reduction by diversification.

Exploring Optimal Diversification - Number of Securities to Hold

  • Optimising portfolio weights to achieve a target expected return.
  • Minimising your portfolio risk (mathematically) using robust financial analysis techniques.

Decomposing Diversification

  • Investigate and explore why, fundamentally, diversification works for financial analysis / investment analysis.
  • Rethink the way you measure the relationships between securities for financial analysis by extending the current measure.
  • Explore precisely how and why the most important factor of risk influences / impacts portfolio risk.

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