Security Analysis and Portfolio Management using Excel
What you'll learn
- Learn about equity stock's dollar return, capital gain, dividend yield, and total return
- Learn how to calculate equity stock's return in Excel
- Learn difference between ex-ante and ex-post return and how to calculate those manually and using Excel
- Learn the components of risk and how to calculate diversifiable risk and non-diversifiable risk
- Learn what is margin trading and when you receive margin call in long position and short sale
- Learn how to calculate covariance, correlation between financial assets both manually and using Excel
- Learn how to construct two security portfolio
- Learn calculation of portfolio return, variance, and risk
- Learn estimation of required rate of return using CAPM
- Learn estimation of portfolio beta, alpha, and security market line
- Learn how to source data from stock exchanges and process it
- Learn application of Pivot Table
- Excel Data Analysis toolpak
Requirements
- Interest in equity stocks investment, basic knowledge of stock markets, accounting, and finance
- Access to computer or laptop to practice using Excel
Description
Worldwide stock markets and their members create thousands of challenging employment opportunities to finance graduates. Securities dealers, investment advisors, Stock broking companies, research agencies, consulting companies are few to mention. They recruit candidates in the roles of Investment Advisor, Equity Analyst, Equity Advisor, Stock Analyst, Valuation Analyst, Portfolio Analyst etc. This course lays strong foundation to pursue these careers.
This is a 4hr 8min course with 45 lectures. This course is a step by step approach to master the art of investing and investment returns. Your learning starts with basic concepts of investments and ends with advanced understanding of security analysis and portfolio management. Lectures are supplemented with quizzes, practice tests, and assignments.
Who this course is for:
- BBA, MBA, BS (Finance), MS (Finance), BCom, and others who are interested pursue career capital markets
- Students doing their summer internship / project work
- Graduates preparing for placement / job interviews
- Beginner interested in investing in shares of stocks
- Individuals who wish to gain hands-on experience in equity research and portfolio management
Course content
- Preview03:40
- 04:59Dollar Return
- 03:08Dollar Return in Excel
- 06:06Holding Period Return / Percentage Return / Daily Return
- 05:01Holding Period Return in Excel
- 03:26Dividend Yield
- Preview01:50
- 04:04Total Return
- 09:31Annualized Daily Return
- 04:26Arithmetic Average vs. Geometric Average
Instructor
![Rama Krishna Yelamanchili](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 3.9 Instructor Rating
- 44 Reviews
- 216 Students
- 10 Courses
Currently I am working as Professor of Finance in one of the India's leading business school accredited by AACSB, a constituent of NAAC A+ Grade Private University located in Hyderabad, Telangana, India. I teach courses like Security Analysis and Portfolio Management, Investments, Financial Management, Corporate Finance, Accounting, and Financial Statement Analysis.