Description: اس ویڈیو میں ہم ایک 4 اسٹاک پورٹ فولیو کا مکمل حساب کتاب کریں گے، ایکسل میں۔ آپ کو معلوم ہوگا کہ کیسے پورٹ فولیو کا متوقع منافع، اسٹینڈرڈ ڈیوی ایشن، شاپ ریٹو، ویریئنس، کووویریئنس، اور انفرادی و پورٹ فولیو بیٹا کا حساب کیا جاتا ہے۔ ساتھ ہی ہم پورٹ فولیو کی کارکردگی کو ایک بینچ مارک کے ساتھ موازنہ کریں گے اور انویسٹمنٹ الفا کا بھی جائزہ لیں گے۔ اگر آپ پورٹ فولیو مینجمنٹ میں دلچسپی رکھتے ہیں، تو یہ ویڈیو آپ کے لیے ہے!
Topics Covered:
متوقع منافع کا حساب
سالانہ ریٹرن اور اسٹینڈرڈ ڈیوی ایشن
شاپ ریٹو
ویریئنس اور کووویریئنس
انفرادی اور پورٹ فولیو بیٹا
انویسٹمنٹ الفا
بینچ مارک کے ساتھ موازنہ
اردو زبان میں مکمل ویڈیو دیکھنے کے لیے ابھی کلک کریں!
Topics Covered:
متوقع منافع کا حساب
سالانہ ریٹرن اور اسٹینڈرڈ ڈیوی ایشن
شاپ ریٹو
ویریئنس اور کووویریئنس
انفرادی اور پورٹ فولیو بیٹا
انویسٹمنٹ الفا
بینچ مارک کے ساتھ موازنہ
اردو زبان میں مکمل ویڈیو دیکھنے کے لیے ابھی کلک کریں!
Category
📚
LearningTranscript
00:00In today's video, I will tell you how to make a 4-star portfolio, how to calculate the expected
00:11return of stocks, how to calculate the strength deviation, how to calculate the return of
00:17the portfolio, and how to analyze people.
00:21After this, we will see how to calculate the Sharpe ratio, check the individual and portfolio
00:26beta, calculate the alpha of the investment, and then compare people with the benchmark.
00:34So there are 4 stocks, I have already downloaded the data on the Excel file, you can see, Facebook,
00:44Apple, Microsoft and Google are the 4 stocks on which we will make their portfolio.
00:51After that, we will do its comparison, GSPC, GSPC is the market portfolio, S&P is there,
01:00after this we will make the portfolio and at the end we will do the calculations of all
01:05the alpha and beta.
01:06So these are all the calculations, now we calculate the expected return, I have already
01:11done all the work, I am deleting it, I put the heading of the expected return, so I put
01:17the heading of the expected return, after this we will calculate, so we always take the 2nd
01:25date, we have to leave the 1st day, so we put the sign of equal to on the 2nd date,
01:31I will put a bracket, and after putting the bracket, we take the 2nd date because on the
01:411st day we have put the money, so on the 1st day we will not get the profit, on the 2nd
01:47day we will get the return, so we will take the value of today, and we will divide it,
01:53we will put the sign of yesterday, we will close the bracket and make it minus 1, so
02:00in this way we will get the expected return of today, here I will drag it on the corner,
02:07I will double click it, so we will get the expected return, so in this way we have got
02:14the expected return of all the stocks, now I will calculate the apple, I have deleted
02:21the previous values, I will put the sign of equal to, and you check it first, when you
02:27download it, you get the data, it has opening, opening means opening price, high price,
02:34low, close, and adjusted close, when you start the day, this is the price, in high
02:40the maximum price of the day was this, in the same way the low, the lowest price in
02:45the day was the closing price, and in the adjusted close, at the end of the day we
02:52finalize and give the adjusted close, so we do all the calculations on the basis of
02:58this, so for this I will calculate it in front of you, we will go to the second date, we
03:05will put the sign of equal to, we will put the bracket, and today's return, we will
03:12divide it with yesterday's return, we will close the bracket, we will make it minus
03:191, so we have got this, I will double click it, so it will decalculate all the values
03:24itself, I have double clicked it, so all the values have been decalculated, now let's
03:29come to Microsoft, so you see the expected return, I have already calculated it, so I
03:34will check it for you, see this is today's price in blue, divide it, yesterday's price
03:39in red, minus 1, so it has come, here we double click on this corner, where the plus
03:46sign is, so it calculates all the values itself, in the same way I have already done
03:52it, I will check it for you, you can see that if you do it in the formula sheet, or
03:59I will do it here too, so F3 is divided by F2, the value in F3 is divided by F2 and
04:06minus 1 is done, in the same way I will change its name so that it will be clear to you,
04:13I will do S&P, this is the name of the stock market, so it has come, after this we calculate
04:20the return of the formula, first I will delete it, which I have already calculated, after
04:27that I will do what, I will invest equally in all the 4 stocks, means 25% in all 4,
04:34I will invest 25% in all 4, means if we divide 100 by 4, then 25% will come, see Facebook,
04:41I am writing to explain to you, Apple, then Google, and after Google it is Apple, then
04:50I will write Microsoft, now I will write 25%, I will drag it, so we will get the values
05:00of all 4, I will write the total here, I will collect all of them, so the equal of all 4
05:12should come 100, so let's do equal, so this is the sum formula, so we will get 100,
05:20means we will invest in all 4, it is equal portfolio, we have started from basics, now
05:27we will sign equal to, so we will multiply 25% of Facebook, the monthly return of Facebook,
05:34first we will fix it, if we press F4 then it will be fixed, fix means that whichever
05:41we multiply it with the value of Facebook, it will do it with 25, so if we press F4
05:48then it will be fixed, after this if you see, then the dollar sign has come, before D and
05:55before 2, means whenever the calculation will be done, it will take D2 only, and we will
06:00multiply it with the return of Facebook, so we will enter the return of the first day
06:05of Facebook, plus now the weight of the second stock, we have to do it with Apple, so first
06:12we will go to portfolio, we have selected Apple, and if I press F4 then it will be fixed,
06:19and then we will multiply it with the return of Facebook, if we press the plus sign, now
06:31again we will take the third value of Microsoft, I will drag it and take it, because the formula
06:36is not visible, press F4 and fix it, and we will give it, with the return of Microsoft,
06:43plus we will again go to the portfolio and select the weight, again I will drag it and
06:50take it up, first I will press F4 and fix it, and then I will multiply it with the return
07:01of Facebook, now I will double click it, and we will get the return with equal weight,
07:14now we will calculate the returns of most of the stocks, I will board it, now we will
07:25take the return of Facebook, we will take the average, after taking the average, we
07:32will select all the values of Facebook, and we will enter it, we have taken the average,
07:44now we will take the average of Apple, after taking the average, we have taken the return
07:50of Apple, now we will take the average of Microsoft, we will take the average for Google,
08:12after taking the average, we will select all the values of Google, after entering it, we
08:22have taken the average of Google, I will change the keyboard, after this, we will put the
08:29sign of equal to, we will take the average, and in the average, we will take the average
08:36of Apple, and in the average, we will take the average of Google, and in the average,
08:43we will take the average of Apple, and in the average, we will take the average of Google,
08:50and in the average, we will take the average of Apple, and in the average, we will take
08:57the average of Google, and in the average, we will take the average of Apple, and in
09:02the average, we will take the average of Google, and in the average, we will take the average
09:09of Apple, and in the average, we will take the average of Google, and in the average,
09:16we will take the average of Apple, and in the average, we will take the average of Google,
09:23and in the average, we will take the average of Apple, and in the average, we will take
09:30the average of Google, and in the average, we will take the average of Google, and in
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09:51we will take the average of Google, and in the average, we will take the average of Google,
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