Investment analysis and portfolio management
in Investing & TradingAbout this course
Course Description
Accurate Investment Analysis and Proper Portfolio Management
- Using Excel® and Google Sheets
What You Will Learn
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You will calculate stock
returns manually as well as on Excel and Google Sheets, using real-world data
sourced from free resources.
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You will be able to
estimate expected stock returns using the mean method, probability-weighted
outcomes, as well as asset pricing models.
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You will calculate total
risk, market risk, and firm-specific risks for stocks from scratch, exploring
how different risks interact.
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You will grasp the
mechanics of mathematics and why equations work the way they do, even if you
have weak math skills or a fear of math.
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You will discover the power
of diversification and how to make your portfolio's risk lower than the
individual assets that make up the portfolio.
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You will measure the
performance of your investment portfolio by calculating portfolio returns and
risks.
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You will skillfully
optimize your investment portfolios, maximizing your returns while minimizing
your risks.
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You will be able to analyze
diversification to understand why it already works (hint: it's the mathematical
"magic" of Rho).
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In the world of finance, making informed investment decisions is crucial. Whether you are an aspiring investor or a finance professional looking to enhance your skills, this course is designed to equip you with the knowledge and tools you need to excel in the field of investment analysis and portfolio management.
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