Investment Analysis Models - DEMO - DOWNLOAD AND OPEN IN EXCEL.xlsx

	B	C	D	E	F	G	H	I	J	K	L	M	N	P	Q
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2	PORTFOLIO DASHBOARD
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4	ORIGINAL INVESTMENT - PORTFOLIO X						PRESENT INVESTMENT - PORTFOLIO X							#VALUE!	#NAME?
5	Ticker	Company Name	Shares	Purchase Price	Invested Value		Ticker	Company Name	Shares	Current Market Price	Total Value	Return	Beta
6	#NAME?	#VALUE!	0.00	$143.48	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.96	Risk Free Rate	2.19%
7	#NAME?	#VALUE!	0.00	$22.89	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.65	Risk Premium	5.70%
8	#NAME?	#VALUE!	0.00	$52.61	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.92	Portfolio Beta	1.31
9	#NAME?	#VALUE!	289.26	$150.62	$43,568.68		#NAME?	#VALUE!	289.26	#NAME?	#NAME?	#NAME?	1.20
10	#NAME?	#VALUE!	0.00	$166.72	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	1.06	Required Rate of Return	9.64%
11	#NAME?	#VALUE!	0.00	$58.54	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.69
12	#NAME?	#VALUE!	0.00	$73.96	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.61	Current Rate of Return	#NAME?
13	#NAME?	#VALUE!	0.00	$81.88	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	1.13
14	#NAME?	#VALUE!	0.00	$171.69	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.67
15	#NAME?	#VALUE!	0.00	$145.05	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	0.46
16	#NAME?	#VALUE!	25.94	$766.37	$19,877.47		#NAME?	#VALUE!	25.94	#NAME?	#NAME?	#NAME?	2.08
17	#NAME?	#VALUE!	0.00	$237.63	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	1.18
18	#NAME?	#VALUE!	0.00	$144.99	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	1.43
19	#NAME?	#VALUE!	175.10	$208.76	$36,553.85		#NAME?	#VALUE!	175.10	#NAME?	#NAME?	#NAME?	1.02
20	#NAME?	#VALUE!	0.00	$34.89	$0.00		#NAME?	#VALUE!	0.00	#NAME?	#NAME?	#NAME?	1.08
21					$100,000.00						#NAME?
22										Profit/Loss	#NAME?
23	WEIGHTED BETA
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25	Ticker	Company Name	Value	Weighting	Beta	Weighted Beta
26	#NAME?	#VALUE!	$0.00	#DIV/0!	0.96	#DIV/0!
27	#NAME?	#VALUE!	$0.00	#DIV/0!	0.65	#DIV/0!		THIS IS A DEMO FILE. THE NUMBERS WILL BE OUT-DATED BY THE TIME YOU WILL HAVE A LOOK. PLEASE USE THIS FILE ONLY AS A REFERENCE TO ANALYZE DIFFERENT MODELS AND THE ALGORITHMS USED. THANK YOU. PLEASE DOWNLOAD IT AND OPEN IN EXCEL.
28	#NAME?	#VALUE!	$0.00	#DIV/0!	0.92	#DIV/0!
29	#NAME?	#VALUE!	$43,568.68	0.44	1.20	0.52
30	#NAME?	#VALUE!	$0.00	#DIV/0!	1.06	#DIV/0!
31	#NAME?	#VALUE!	$0.00	#DIV/0!	0.69	#DIV/0!
32	#NAME?	#VALUE!	$0.00	#DIV/0!	0.61	#DIV/0!
33	#NAME?	#VALUE!	$0.00	#DIV/0!	1.13	#DIV/0!
34	#NAME?	#VALUE!	$0.00	#DIV/0!	0.67	#DIV/0!
35	#NAME?	#VALUE!	$0.00	#DIV/0!	0.46	#DIV/0!
36	#NAME?	#VALUE!	$19,877.47	0.20	2.08	0.41
37	#NAME?	#VALUE!	$0.00	#DIV/0!	1.18	#DIV/0!
38	#NAME?	#VALUE!	$0.00	#DIV/0!	1.43	#DIV/0!
39	#NAME?	#VALUE!	$36,553.85	0.37	1.02	0.37
40	#NAME?	#VALUE!	$0.00	#DIV/0!	1.08	#DIV/0!
41					Weighted Beta	1.31
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