Ten stock portfolio expected return and Standard Deviation in excel in urdu Part 1
In this comprehensive tutorial, we will show you how to calculate the monthly expected return and standard deviation of a 10-stock portfolio using Excel. This video is designed especially for finance students and professionals interested in investment management and portfolio management, particularly those from Pakistan, India, and Bangladesh.
We will guide you step by step in Urdu/Hindi, covering essential concepts such as investment analysis and portfolio management, which are crucial for Pakistani finance students. You will learn how to calculate monthly expected return and monthly standard deviation, and how to annualize these figures to understand the annual expected return and annual standard deviation of your portfolio.
Whether you're looking into investment opportunities in Pakistan or want to enhance your skills in managing a portfolio in Excel, this video will provide you with practical insights. Perfect for those interested in learning about portfolio management, expected return calculations, and standard deviation, all explained in an easy-to-understand way.
Keywords: Portfolio, Portfolio in Excel, Investment Management and Portfolio Management, Investment Analysis and Portfolio Management, Monthly Expected Return and Monthly Standard Deviation, Annual Expected Return and Annual Standard Deviation, Portfolio in Hindi, Portfolio in Urdu, Pakistani Finance Students, Finance Students
How to Calculate Expected Return and Standard Deviation of a ten Stock Portfolio in Excel Urdu/Hindi
How to Calculate Monthly Expected Return and Standard Deviation of a 10-Stock Portfolio and annualizing them in Excel | Urdu/Hindi Tutorial
In this comprehensive tutorial, we will show you how to calculate the monthly expected return and standard deviation of a 10-stock portfolio using Excel. This video is designed especially for finance students and professionals interested in investment management and portfolio management, particularly those from Pakistan, India, and Bangladesh.
We will guide you step by step in Urdu/Hindi, covering essential concepts such as investment analysis and portfolio management, which are crucial for Pakistani finance students. You will learn how to calculate monthly expected return and monthly standard deviation, and how to annualize these figures to understand the annual expected return and annual standard deviation of your portfolio.
Whether you're looking into investment opportunities in Pakistan or want to enhance your skills in managing a portfolio in Excel, this video will provide you with practical insights. Perfect for those interested in learning about portfolio management, expected return calculations, and standard deviation, all explained in an easy-to-understand way.
Keywords: Portfolio, Portfolio in Excel, Investment Management and Portfolio Management, Investment Analysis and Portfolio Management, Monthly Expected Return and Monthly Standard Deviation, Annual Expected Return and Annual Standard Deviation, Portfolio in Hindi, Portfolio in Urdu, Pakistani Finance Students, Finance Students
How to Calculate Expected Return and Standard Deviation of a ten Stock Portfolio in Excel Urdu/Hindi
How to Calculate Monthly Expected Return and Standard Deviation of a 10-Stock Portfolio and annualizing them in Excel | Urdu/Hindi Tutorial
Category
📚
LearningTranscript
00:00bismillah ar-rahman ar-raheem
00:02assalamu alaikum
00:04today i am making a
00:06mostar video
00:08in which i will tell you
00:10how to develop your portfolio
00:12and
00:14i will try to clear
00:16these small topics
00:18so that you can easily
00:20understand them
00:22and complete your task in less time
00:24so in today's video
00:26i am
00:28starting it
00:30it is a 10 star portfolio
00:32in which i will tell you
00:34two things
00:36i have already downloaded the data
00:38you can watch the previous video
00:40in which i will tell you
00:42how to know monthly return and
00:44standard deviation
00:46and then i will tell you
00:48how to change
00:50monthly return
00:52and how to annualize
00:54monthly return and standard deviation
00:56in this video
00:58we will work on excel
01:00so let's go to the data
01:02i have already prepared the data
01:04this is the data
01:06from 2014 to
01:082023
01:10and
01:12this is the
01:14monthly data
01:16and we have 10
01:18stars
01:20you can see
01:22and
01:24S&P
01:26is also 10 years old
01:28and we can compare it
01:30so this is the final data
01:32i have already downloaded it
01:34now we will work on it
01:36so first of all
01:38we will calculate
01:40monthly expected return
01:42so i will put the heading
01:44monthly expected return
01:46so this is the heading
01:48we have monthly expected return
01:50after this
01:52the signs of the stars
01:54we have to bring here
01:56all the stars
01:58so put the sign of equal to
02:00and select the name of the star
02:02i will click on it
02:04and enter
02:06so we have the name of the star
02:08now we will drag it
02:10so we have total 11 stars
02:1210 stars and S&P
02:14so we will call it
02:16Yara column
02:18and this is Yara
02:20and this is S&P
02:22now i will
02:24bold it
02:26underline it
02:28we will go here
02:30and
02:32i will click on this box
02:34so we have underlined
02:36all the stars
02:38now we have to calculate
02:40the daily return
02:42i will write it here
02:44that we will take
02:46today's return
02:52and we will divide it
02:54with yesterday's return
03:02and we will close the bracket
03:04we will put minus 1 on the end
03:06so we have
03:08the daily return
03:10this is for daily
03:12and if we want to
03:14do monthly
03:16so for that
03:18we will use this formula
03:20we will change it little
03:22instead of today
03:24this month
03:28and here
03:30instead of yesterday
03:32we will take last month return
03:40so
03:42we have
03:44monthly data
03:46so we will use
03:48this formula
03:50again i will tell you
03:52that
03:54first month is
03:56January 2014
03:58and this is February
04:00so what we have to do
04:02first month return
04:04means
04:06first month
04:08and
04:10in second month
04:12how much return we are getting
04:14so first date
04:16has no return
04:18it starts from second
04:20so for that i will click here
04:22and put equal to sign
04:24and second month return
04:26means
04:28this is February 2014
04:30i will select it
04:32and divide it with last month
04:34return
04:36i will divide it with
04:38last month return
04:40and put minus 1
04:42so this is our return
04:44for January
04:46i will change it
04:48in percentage
04:50so you can see
04:52in January
04:54price was 12.57
04:56and in February it will be 12.91
04:58so price has increased
05:00so this is our return
05:022.7%
05:04to calculate return of all stocks
05:06in excel
05:08this box
05:10when it becomes plus sign
05:12i will click it
05:14and drag it
05:16so this is
05:18return of all stocks
05:20our first return
05:22after this
05:24we will select it
05:26and double click
05:28so excel will take
05:30all calculations
05:32i wrote this formula
05:34for you
05:36i will write it
05:38little ahead
05:40and now
05:42i will select all
05:44and double click
05:46so excel will take
05:48all calculations
05:50so this is
05:52our portfolio
05:54all
05:56calculated
05:58on monthly basis
06:00after this
06:02we have 10 years data
06:04so we will calculate
06:06average monthly return
06:20expected return
06:24and standard deviation
06:26we will calculate
06:28both
06:30all calculations in excel
06:32are very easy
06:34once again i will
06:36remove all calculations
06:38so you can understand easily
06:40so we will select all
06:42and then we will put a bottle
06:44so we will know
06:46that we have to select these values
06:48for next calculation
06:50you can see all bottle is put
06:52now
06:54average monthly expected return
06:56and standard deviation
06:58for that we will put
07:00average formula
07:02and after that
07:04we will select all returns
07:06so we have
07:08average return
07:10on monthly basis
07:12and after this
07:14we will calculate standard deviation
07:16so i will select
07:18standard deviation
07:20and again
07:22i will select all values
07:24and again i will drag all values
07:26so we have
07:28all values
07:30and all returns
07:32are on monthly basis
07:34now we will
07:36annualize these values
07:40so to annualize
07:42i will write here
07:44annualize
07:48and for that
07:50i will copy
07:52and paste
07:54and board
07:56so to annualize
07:58what we will do
08:001 plus
08:02expected return
08:04we will select
08:06and after selecting
08:08we will close back and take power
08:10we have to take power
08:12if we are doing on weekly basis
08:14so we will take weekly data
08:16means how many weeks are there in a year
08:18so we are
08:20annualizing it
08:22similarly how many months are there in a year
08:24similarly how many
08:26days are there in a year
08:28so all these things are
08:30monthly, weekly and annualized
08:32so in a year
08:34there are 12 months
08:36so 12 months will come and we will
08:38do minus 1
08:40so we have
08:42annualized
08:44i will change
08:46percentage
08:48so we have
08:50annualized
08:52for standard deviation
08:54what we have to do
08:56first we have to select
08:58monthly, weekly or daily
09:00standard deviation
09:02and we have to multiply it
09:04with square root
09:06we will take square root
09:08in a year
09:10because we have monthly data
09:12so how many months are there in a year
09:14so we will multiply it
09:16so we have square root
09:18i will drag it
09:20and then i will change it
09:22in percentage
09:26so we have
09:28square root of all stocks
09:30so you can see
09:32i have calculated
09:34monthly expected return and standard deviation
09:36and then
09:38annualized expected return and standard deviation
09:40so in next video
09:42we will go to
09:44make portfolio
09:46and i will explain
09:48different ratios in next video
09:50take care
09:52Allah Hafiz