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Hi,
I'm a newbie in excel and currently studing Finiance. My professor asked me to make a financial model using these metrics. and how can make this portfolio to automatically load price from yahoo finance?
Amount Invested: Rs 2,00,000
Investment Date: 1st January 2011
Redemption Date: 31st December 2017
Allocation: 50% to Infosys stock, 50% Gold Spot price
More info regarding portfolio
50% allocation to Infosys stock and 50% allocation to Gold Spot price. Using the data, I need to calculate Performance Calculation – 1M, 3M, 6M, 1Y, 3Y, 5Y and Since launch returns as of the redemption date.
All performance figures with more than 1Y history should be annaulised.
Risk Calculation – Since launch Volatility, Sharpe Ratio and VaR (95%/1M) as of the redemption date. 8% risk free rate
Can you please guide me or give me a template similar to work with...I'm completely newbie in excel
thank you!
harsh
</article>I'm a newbie in excel and currently studing Finiance. My professor asked me to make a financial model using these metrics. and how can make this portfolio to automatically load price from yahoo finance?
Amount Invested: Rs 2,00,000
Investment Date: 1st January 2011
Redemption Date: 31st December 2017
Allocation: 50% to Infosys stock, 50% Gold Spot price
More info regarding portfolio
50% allocation to Infosys stock and 50% allocation to Gold Spot price. Using the data, I need to calculate Performance Calculation – 1M, 3M, 6M, 1Y, 3Y, 5Y and Since launch returns as of the redemption date.
All performance figures with more than 1Y history should be annaulised.
Risk Calculation – Since launch Volatility, Sharpe Ratio and VaR (95%/1M) as of the redemption date. 8% risk free rate
Can you please guide me or give me a template similar to work with...I'm completely newbie in excel
thank you!
harsh
