Investment Analysis & Portfolio Management - Core Finance

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

4.62 (3812 reviews)

Udemy

platform

English

language

Financial Modeling & Ana

What you will 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.

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)

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Comidoc Review

Our Verdict

This Udemy course not only covers essential investment analysis techniques but also dives deep into portfolio management strategies. The instructor's competence in both finance and teaching is evident, though occasionally lacking elaboration on specific terms may deter a few students. With improved clarity on financial jargon and a more granular approach to breaking down lessons, this course would be an even more robust learning experience for a broader audience. Overall, highly recommended - especially if you're eager to harness the power of Excel & Google Sheets in your investment decision-making process.

What We Liked

Comprehensive exploration of investment analysis and portfolio management using Excel and Google Sheets
Excellent presentation that strikes a balance between being neither too fast nor too slow
Detailed lectures and examples that help reinforce concepts, making them easier to understand
Includes practice quizzes after each sub-unit, enhancing learning effectiveness

Potential Drawbacks

Lacks detailed explanation of financial terminologies used in the course
Some lessons could be broken down into shorter videos for better retention and clarity
Math-heavy equations might overwhelm some students who aren't fond of mathematics