Investment Portfolio Analysis with Excel

Learn at your own pace with over 39 lectures and more than 9 hours of content.

At the end of this course you will be able to:

  • Contrast main asset classes’ returns and risks tradeoffs.
  • Approximate portfolio expected excess returns, historical, implied volatility.
  • Hedge portfolio market risk with stock option strategies and evaluate returns and risks amplification through leverage.
  • Form global portfolios following recommendations from well-known investment managers and compare them using risk adjusted metrics.
  • Diversify specific risks through portfolio mean and variance optimization.
  • Assess market efficiency and quantify investment costs impact to portfolio returns.

This course is best for you as:

  • Student at any knowledge level who wants to learn the subject.
  • Finance intern or analyst who desires to review main concepts and refine skills.
  • Do-it-yourself investor who wishes to take educated investment decisions.
  • It is NOT aimed at investors looking for “get rich quick” magic trading formulas.

The requirements for this course are:

  • Spreadsheet software such as Microsoft Excel®.
  • Familiarity with software is recommended.

Feel free to take a look at course curriculum here!