# Investment Analysis Portfolio Management Core Finance

Financial Analysis Done Right – Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

4.4/5

## Investment Analysis Portfolio Management Core Finance

### What you’ll learn

Calculate stock returns manually as well as on Excel and Google Sheets, using real world data obtained from free sources.
Estimate the Expected Returns of Stocks using the Mean Method, State Contingent Weighted Probabilities, as well as Asset Pricing Models.
Calculate the total risk, market risk, and firm specific risk of stocks from scratch, and explore how the different risks interact.
Understand why the math works, and why equations work the way they do – even if your math is weak and if math freaks you out.
Witness the power of diversification and how the risk of your portfolio can be lower than the individual assets that make up the portfolio!
Measure your investment portfolio’s performance by calculating portfolio returns and risks.
Decompose Diversification so you understand why it actually works (hint: it’s the mathematical “magic” of Rho)

### Requirements

No prior knowledge required. We start from the very basics. And build you to an Investment Analysis & Portfolio Management Guru.
It’s okay if math freaks you out. Seriously. Every single equation is explained one variable at a time. We rip it apart to its core, and show you how simple it really is.
Knowledge of basic statistical analysis is useful but NOT essential.

### Overview

Section 1: Before You Start…

Lecture 1 Welcome to the Course. Here’s What You’re Going To Master.

Lecture 2 Disclaimer

Lecture 3 Course FAQs

Lecture 4 Important: Course Pointers

Section 2: Understanding Price, Risk, and Return Relationships & Calculating Returns

Lecture 5 Price, Risk, and Return – Definitions & Relationships

Lecture 6 What is Shorting?

Lecture 7 Calculating Stock Returns

Lecture 8 Calculating Stock Returns II (Applied)

Lecture 9 Variable Notations & Descriptions Cheat Sheet

Lecture 10 Learning Experience Testing and Feedback

Lecture 11 Section Conclusion & Additional Insights

Section 3: Estimating Expected Returns

Lecture 13 Expected Returns using Average (Mean) Method

Lecture 14 Expected Returns using State Contingent Weighted Probabilities

Lecture 15 Expected Returns using Asset Pricing Models I

Lecture 16 Expected Returns using Asset Pricing Models I (Applied)

Lecture 17 Expected Returns using Asset Pricing Models II

Section 4: Understanding and Measuring Risk & Relationships

Lecture 19 Estimating The Total Risk of a Stock I

Lecture 20 Estimating The Total Risk of a Stock II – Applied

Lecture 21 Estimating The Market Risk of a Stock I

Lecture 22 Estimating The Market Risk of a Stock II – Applied

Lecture 23 Estimating Firm Specific Risk

Section 5: Measuring Investment Portfolio Returns and Risk

Lecture 25 IMPORTANT: Changes to Keyboard Shortcuts

Lecture 26 Estimating Portfolio Returns

Lecture 27 Estimating Portfolio Risk I (2 Assets)

Lecture 28 Estimating Portfolio Risk II (Multiple Assets)

Lecture 29 Estimating Portfolio Risk II (Multiple Assets) – Applied

Section 6: Mastery Check & Setup for the Next Phase

Lecture 31 Take a breather!

Lecture 32 Insights by Fervent [Special Feature]

Lecture 33 Test Guidelines [READ BEFORE YOU START THE TEST]

Lecture 34 Installing Solver

Section 7: Exploring The Effects of Diversification & Investment Portfolio Optimisation

Lecture 36 Reducing Portfolio Risk by Diversification

Lecture 37 Optimal Diversification – Number of Securities to Hold

Lecture 38 Optimising Weights To Achieve A Target Return I

Lecture 39 Optimising Weights To Achieve A Target Return II – Applied

Lecture 40 Minimising Portfolio Risk – 2 Assets

Lecture 41 Minimising Portfolio Risk – Multiple Assets, Applied

Section 8: Decomposing Diversification – Investigating Why It Works

Lecture 43 A Bit Puzzling?

Lecture 44 Correlation of Securities

Lecture 45 Estimating Correlation – Applied

Lecture 46 Correlation and Risk

Lecture 47 Correlation, Risk, and Returns

Lecture 48 Solving the “Puzzles”

Section 9: BONUS: Continue Your Journey On Mastering Finance

Lecture 49 Interesting Questions Asked (IQAs)

Lecture 50 Tell us what you’d like to learn next?

Lecture 51 Bonus: Explore Our Other Courses

ACA, ACCA, CFA®, other Professional students,Ivy League / Russell Group University students,Finance Managers keen on applying conceptual techniques including portfolio design.,Investors wanting to work with techniques that are rigorously grounded in academic and practitioner literature.,Analysts, and aspiring Investment Bankers wanting to gain a solid foundation in investment analysis.,Anyone who wants to learn investment analysis and portfolio management!

#### Course Information:

Udemy | English | 8h 0m | 3.51 GB
Created by: Fervent #LearnWithDistinction

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