How to Create an Investment Portfolio and Dashboard in Excel (Urdu/Hindi) step by step with details Part 2
(arrangement of Data for analysis, separation of date in days, months, and Years)
In the first video, I download the data from yahoofinance and arrange the data in systemetic mannger.
https://finance.yahoo.com/
FIN 4300
Project Objectives
This project provides an introduction to investments in financial assets. It is also an exercise for students to understand their attitudes toward risk and the risk-return relationship presented in financial markets. It will offer an opportunity to examine risks, their measurements, and how they are embedded in asset prices. It would deliver a better intuition about asset pricing models introduced in the course.
Instructions
Download datasets
• Pick 5-8 stocks of your choice from the SP 500 index.
• Download data from https://finance.yahoo.com , it can be of daily or monthly
frequency.
• Download data 10-year Treasury bond yield data from
https://fred.stlouisfed.org/series/DGS10 to get return estimates of risk-free
investments from 2012 to 2022.
• Download data from 2012 to 2022:
1. Use data from 2012 to 2022 to gain insights into assets' historical
distributions (it is your choice if you want to use one year or more, explain
it)
2. Use data from 2021 to 2022 to perform out-of-sample performance
Manipulate the datasets and examine risk and returns relationship
• Reorganize the historical data into pivot tables to have the ability to assess the risk
embedded in each stock and its expected return:
1. Obtain expected returns
2. Obtain The standard deviation of returns to assess stocks’ total risk
3. Decompose their total risk into unsystematic and systematic risk
4. Obtain the Sharpe ratio to assess the risk-reward relationship of each asset
5. Assess down-tail risk by calculating the value at risk and the Expected
shortfall of each stock,
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6. Create a dashboard to display information regarding the distribution
FIN 4300
Construct risky portfolio
Notes: assume that there is no shorting, no leverage, and you invest 100% of your money.
• Based on the risk profile, construct the optimal risky portfolio based on the stocks
chosen
• Construct the equal-weighted portfolio
• Construct the minimum variance portfolio
(arrangement of Data for analysis, separation of date in days, months, and Years)
In the first video, I download the data from yahoofinance and arrange the data in systemetic mannger.
https://finance.yahoo.com/
FIN 4300
Project Objectives
This project provides an introduction to investments in financial assets. It is also an exercise for students to understand their attitudes toward risk and the risk-return relationship presented in financial markets. It will offer an opportunity to examine risks, their measurements, and how they are embedded in asset prices. It would deliver a better intuition about asset pricing models introduced in the course.
Instructions
Download datasets
• Pick 5-8 stocks of your choice from the SP 500 index.
• Download data from https://finance.yahoo.com , it can be of daily or monthly
frequency.
• Download data 10-year Treasury bond yield data from
https://fred.stlouisfed.org/series/DGS10 to get return estimates of risk-free
investments from 2012 to 2022.
• Download data from 2012 to 2022:
1. Use data from 2012 to 2022 to gain insights into assets' historical
distributions (it is your choice if you want to use one year or more, explain
it)
2. Use data from 2021 to 2022 to perform out-of-sample performance
Manipulate the datasets and examine risk and returns relationship
• Reorganize the historical data into pivot tables to have the ability to assess the risk
embedded in each stock and its expected return:
1. Obtain expected returns
2. Obtain The standard deviation of returns to assess stocks’ total risk
3. Decompose their total risk into unsystematic and systematic risk
4. Obtain the Sharpe ratio to assess the risk-reward relationship of each asset
5. Assess down-tail risk by calculating the value at risk and the Expected
shortfall of each stock,
create a stock investment dashboard with microsoft excel, create a stock investment dashboard with microsoft excel 2023, create a stock investment dashboard with microsoft excel and, create a stock investment dashboard with microsoft excel. microsoft excel, dashboard in excel, stock maintain in excel, how to create petty cash account with excel, dashboard in excel, how to make dashboard in excel, excel dashboard, investment portfolio dashboard excel, stock register in excel, learn excel, how to create sales dashboard in excel, create dashboard in excel 2013, create dashboard in excel 2016, excel dashboard templates, stock management with profit and loss in excel, create dashboard, microsoft excel tutorial
6. Create a dashboard to display information regarding the distribution
FIN 4300
Construct risky portfolio
Notes: assume that there is no shorting, no leverage, and you invest 100% of your money.
• Based on the risk profile, construct the optimal risky portfolio based on the stocks
chosen
• Construct the equal-weighted portfolio
• Construct the minimum variance portfolio
Category
📚
Learning