IIRF Online > Finance & Accounting > Finance Cert & Exam Prep > Investment Analysis and Portfolio Management > Investment Analysis & Portfolio Management - Core Finance
Investment Analysis & Portfolio Management - Core Finance by Udemy
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets
Course Highlights
- 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.
- Optimise your investment portfolios by maximising your returns while minimising your risk.
- Decompose Diversification so you understand why it actually works (hint: it's the mathematical "magic" of Rho)
Skills you will learn!
Curriculum
4 Topics
Welcome to the Course. Here's What You're Going To Master.
Disclaimer
Course FAQs
Important: Course Pointers
12 Topics
Price Risk and Return - Definitions & Relationships
Price Risk and Return - Definitions & Relationships [Quiz]
What is Shorting?
What is Shorting? [Quiz]
Calculating Stock Returns
Calculating Stock Returns [Quiz]
Calculating Stock Returns II (Applied)
Calculating Stock Returns II (Applied) [Assignment]
Variable Notations & Descriptions Cheat Sheet
Learning Experience Testing and Feedback
Section Conclusion & Additional Insights
Additional Resources
13 Topics
Expected Returns using Average (Mean) Method
Expected Returns using Average (Mean) Method [Quiz]
Expected Returns using Average (Mean) Method [Assignment]
Expected Returns using State Contingent Weighted Probabilities
Expected Returns using State Contingent Weighted Probabilities [Quiz]
Expected Returns using State Contingent Weighted Probabilities [Assignment]
Expected Returns using Asset Pricing Models I
Expected Returns using Asset Pricing Models I [Quiz]
Expected Returns using Asset Pricing Models I (Applied)
Expected Returns using Asset Pricing Models I (Applied) [Quiz]
Expected Returns using Asset Pricing Models II
Expected Returns using Asset Pricing Models II [Quiz]
Additional Resources
10 Topics
Estimating The Total Risk of a Stock I
Estimating The Total Risk of a Stock I [Quiz]
Estimating The Total Risk of a Stock II - Applied
Estimating The Total Risk of a Stock II - Applied [Assignment]
Estimating The Market Risk of a Stock I
Estimating The Market Risk of a Stock I [Quiz]
Estimating The Market Risk of a Stock II - Applied
Estimating The Market Risk of a Stock II - Applied [Assignment]
Estimating Firm Specific Risk
Additional Resources
10 Topics
IMPORTANT: Changes to Keyboard Shortcuts
Estimating Portfolio Returns
Estimating Portfolio Returns [Quiz]
Estimating Portfolio Risk I (2 Assets)
Estimating Portfolio Risk I (2 Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets)
Estimating Portfolio Risk II (Multiple Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets) - Applied
Estimating Portfolio Risk [Assignment]
Additional Resources
6 Topics
Take a breather!
Insights by Fervent [Special Feature]
Test Guidelines [READ BEFORE YOU START THE TEST]
A Test Towards Mastery
Installing Solver
Additional Resources
14 Topics
Reducing Portfolio Risk by Diversification
Reducing Portfolio Risk by Diversification [Quiz]
Optimal Diversification - Number of Securities to Hold
Optimal Diversification - Number of Securities to Hold [Quiz]
Optimising Weights To Achieve A Target Return I
Optimising Portfolio Weights to Achieve a Target Return I [Quiz]
Optimising Weights To Achieve A Target Return II - Applied
Optimising Weights To Achieve A Target Return II - Applied [Quiz]
Minimising Portfolio Risk - 2 Assets
Minimising Portfolio Risk - 2 Assets [Quiz]
Minimising Portfolio Risk - Multiple Assets Applied
Minimising Portfolio Risk - Multiple Assets [Quiz]
Optimising Portfolio Weights [Assignment]
Additional Resources
11 Topics
A Bit Puzzling?
Correlation of Securities
Correlation of Securities [Quiz]
Estimating Correlation - Applied
Estimating Correlation - Applied [Quiz]
Correlation and Risk
Correlation and Risk [Quiz]
Correlation Risk and Returns
Correlation Risk and Returns [Quiz]
Solving the "Puzzles"
Exploring the Puzzles [Assignment]
3 Topics
Interesting Questions Asked (IQAs)
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