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Formula Plan in Securities Analysis and Port folio ManagementSuryadipta Dutta
Formula Plan in Securities Analysis and Port folio Management INCLUDING introduction,need, types, advantages with constant rupee value plan, constant ratio plan, Variable Ratio Plan, limitations and with every notes.
Many investors mistakenly base the success of their portfolios on returns alone. Few consider the risk that they took to achieve those returns. Since the 1960s, investors have known how to quantify and measure risk with the variability of returns, but no single measure actually looked at both risk and return together. Today, we have three sets of performance measurement tools to assist us with our portfolio evaluations. The Treynor, Sharpe and Jensen ratios combine risk and return performance into a single value, but each is slightly different. Which one is best for you? Why should you care? Let's find out.
Portfolio performance measures should be a key aspect of the investment decision process. These tools provide the necessary information for investors to assess how effectively their money has been invested (or may be invested). Remember, portfolio returns are only part of the story. Without evaluating risk-adjusted returns, an investor cannot possibly see the whole investment picture, which may inadvertently lead to clouded investment decisions.
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Finance Risk And Return PowerPoint Presentation SlidesSlideTeam
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Formula Plan in Securities Analysis and Port folio ManagementSuryadipta Dutta
Formula Plan in Securities Analysis and Port folio Management INCLUDING introduction,need, types, advantages with constant rupee value plan, constant ratio plan, Variable Ratio Plan, limitations and with every notes.
Many investors mistakenly base the success of their portfolios on returns alone. Few consider the risk that they took to achieve those returns. Since the 1960s, investors have known how to quantify and measure risk with the variability of returns, but no single measure actually looked at both risk and return together. Today, we have three sets of performance measurement tools to assist us with our portfolio evaluations. The Treynor, Sharpe and Jensen ratios combine risk and return performance into a single value, but each is slightly different. Which one is best for you? Why should you care? Let's find out.
Portfolio performance measures should be a key aspect of the investment decision process. These tools provide the necessary information for investors to assess how effectively their money has been invested (or may be invested). Remember, portfolio returns are only part of the story. Without evaluating risk-adjusted returns, an investor cannot possibly see the whole investment picture, which may inadvertently lead to clouded investment decisions.
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Risk And Return Relationship PowerPoint Presentation SlidesSlideTeam
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Us Financial Industry Detailed Analysis PowerPoint Presentation SlidesSlideTeam
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SFW - FOFA implications, Sum of parts valuation, possible acquirers George Gabriel
This research note analyses potential acquirer of the SFW business, and looks at Future of Financial Advice (FOFA) reforms and values SFW on a sum of the parts basis (a relevant valuation methodology for any business with multiple business segments).
Financial services sector - implications of FOFA, possible acquires of SFW, S...George Gabriel
SFG Australia was an ASX listed financial stock. In this note, we analysed (i) the Future of Financial Advice (FOFA) laws; (ii) sum of the parts (SOTP) valuation of SFW; and (iii) possible acquirers of the business
Baker Hill Prosper 2017 - Anatomy of a Profitable Loan: Before and After You ...Baker Hill
presented by John Robertson and co-presented by Christie Behrens of Allegiance Bank
Borrowers have enjoyed the benefits of a low interest rate environment but with rates beginning to creep up, a financial institution must price effectively by valuing the whole relationship to grow. You can be ahead of your competition by understanding the anatomy of a loan before and after you close.
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2. Content
2 Investment strategies of predefined portfolios
1 Analyze historical company’s asset
▪ Risk & return of company's assets YOY
▪ Risk & return analysis over a time period
▪ Risk & return of stocks, bonds & T-bills
3 Risk and return measurement
▪ Risk and return of portfolio managers ( Graphical form)
▪ Risk and return of portfolio managers ( Tabular form)
▪ Risk & return W.R.T proportionate investment in stocks & bonds
4 Portfolio monitoring and rebalancing
▪ Measuring stocks volatility (risk)
▪ Portfolio return analysis
▪ Calculating asset beta
▪ Portfolio value at risk
5 Ranking the passive income streams
6 Impact of risk
2
3. Risk & Return of Company’s Assets YoY
Portfolio Variance
Portfolio Invest (Weight) 15% 20% 12% 36% 17%
Year Stock A Stock B Stock C Stock D Stock E
1 22.46% 12.55% 20.35% 8.75% 16.65%
2 -6.55% -2.49% 4.95% 4.18% 2.21%
3 6.02% 0.06% 1.72% 9.98% 1.35%
4 -5.78% -3.51% 10.72% -1.75% 2.95%
5 -0.18% -6.25% 1.95% 2.17% -3.50%
6 -3.35% -1.05% -3.95% -5.08% -9.45%
7 -9.15% -10.81% -8.48% -0.35% 7.85%
8 -5.35% -10.45% -18.65% 19.68% -11.37%
9 10.74% 15.62% 15.26% 13.15% 15.58%
Average 1.56% -0.55% 3.85% 1.25% 2.06%
St. Dev 11.75% 9.56% 14.25% 9.45% 9.09%
Annual Return 21.15% -9.53% 65.45% 15.68% 25.11%
Capture the return of
each individual asset
with an offsetting
investment.
3
4. Risk & Return Analysis over a
Time Period
Time Period
1Year 3 Years 5 Years 7 Years 10 Years 12 Years 15 Years
Yearly Rolling Return Observations 38 36 34 32 29 27 24
Negative Return Observation 12 6 4 3 1 0 0
Loss Probability(%) 32 17 12 9 3 Nil Nil
Median Return(%) 14 13 14 17 18 15 14
Average Return(%) 23 18 17 17 16 17 15
Max Return(%) 252 80 52 43 34 34 27
Minimum Return(%) -45 -15 -5 -2 -2 3 7
Standard Deviation(%) 50 20 14 11 8 7 5
This is a tabular
representation of the
financial assets over
certain time period.
You can alter the
table as per need.
4
5. Risk & Return of Stocks, Bonds & T-Bills
Portfolio 1 Portfolio 2 Portfolio3
Stocks 50% Stocks 45% Stocks 40%
Bonds 40% Bonds 35% Bonds 30%
T-Bills 10% T-Bills 10% T-Bills 10%
Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here
Return 10.7% Return 11.1% Return 11.5%
Volatility 10.9% Volatility 10.6% Volatility 10.5%
The below comparison
demonstrates the
alternate portfolio that
outperforms the
traditional portfolio.You
can modify the table as
per need.
5
6. Investment Strategies of Predefined Portfolios
Interest
Bond
Balanced
Large Cap Value
Index Equity
Large Cap Blend
Large Cap Growth
Mid Cap Value
Mid Cap Growth
International Value Equity
International Growth Equity
Small – Cap Equity -Core
Conservative Portfolio
Moderate Portfolio
Aggressive Portfolio
RETURN
RISK
Predefined Portfolios
Investment Strategies
Below is the graph
which can be use to list
down all the investment
strategies based on the
type of portfolios.
6
7. Risk and Return of Portfolio Managers (Graphical Form) 1/2
-45%
-43%
-41% -39%
-37%
-34%
-28%
-30%
-23%
-16% -14%
60.2%
55.7%
52.4%
48.8%
45.3%
41.8%
38.7%
34.6%
30.6% 29.6%
25.4%
10%
90%
100%
0%
25%
75%
35%
65%
50%
50%
55%
45% 60%
40%
70%
30%
100%
0%
40%
60%
Your asset
allocation
Highest
annual gain
Worst
annual loss
90%20%
Stocks Bonds
This slide is 100%editable. Adapt it to your needs and capture your audience’s attention.
The slide measure the
annual return for
company’s assets with
the percentage
composition of
allocation.
7
8. Risk and Return of Portfolio Managers (Graphical Form) 2/2
32
41
29 31
25
28
32
41
29
31
25
28
-11
-13
1
-5
-9
-21
2014 2015 2016 2017 2018 2019
This slide is 100%editable. Adapt it to your needs and capture your audience’s attention.
Range
28%
Index Return
Underperforming
Stock Relative Return
Outperforming Stock
Relative Return
Size of Return Differential
Analyse the return value
of portfolios on the level
of index return.
8
9. Risk and Return of Portfolio Managers (Tabular Form)
Diversifiable Risk
Asset Allocation
1-Jan-2018 31- Dec-2018
ReturnAmount
Invested($)
Shares Stock Price($) Shares Stock Price($) Earnings/Losses($)
US Stock 1
60%
15,000 600 20 600 15 9,000 -40%
US Stock 2 15,000 600 22 600 18 10,800 -28%
US Stock 3 15,000 600 28 600 29 17,400 -16%
US Stock 4 15,000 600 30 600 22 13,200 -12%
Developed
25%
4,000 300 8 300 15 4,500 13%
Developed 4,000 300 8 300 11 3,300 -18%
Developed 3,000 250 9 250 13 3,250 8%
Developed 3,000 250 9 250 17 4,250 42%
Developed 2,500 250 9 250 11 2,750 10%
Developed 3,000 250 9 250 19 4,625 54%
Developed 2,000 300 9 300 19 5,595 180%
Developed 2,500 260 10 260 24 6,240 150%
EMEA
15%
3,000 400 11 400 22 8,800 193%
EMEA 2,000 250 12 250 17 4,250 113%
EMEA 2,000 250 13 250 16 4,000 100%
EMEA 3,000 350 11 350 18 6,300 110%
EMEA 6,000 400 16 400 20 8,000 33%
Portfolio Value $100,000 $116,260 16.26%
The template is tracking
the record of fund
investment with the return
value and percentage
composition of stock
holding in portfolio. Make
the adjustment to values as
per need.
9
10. Risk & Return W.R.T Proportionate Investment in Stocks & Bonds
Reward
Risk
0% Stocks, 100% Bonds
Minimum Risk:
70% Stock 30% Bonds
55% Stock 45% Bonds
20% Stock 80%Bonds
35% Stock 65% Bonds
100% Stocks, 0% Bonds
Stocks Bonds
Define the different
financial investment
portfolio on the level of
risk and reward. You
can use it as per need.
10
11. Measuring Stock Volatility (Risk)
Fund # of Shares Cost/Share Value Beta Value x Beta
PTCIX 550 $11.43 $6,286.50 2.84 $17,853.66
VTTVX 300 $12.27 $3,681.00 1.1 $4,049.10
VGSNX 600 $8.97 $5,382.00 0.63 $3,390.66
FGCKX 250 $72.44 $18,110.00 1.23 $22,275.30
FLCEX 800 $9.62 $7,696.00 1 $7,696.00
Total: $41,155.00 Total: $55,264.72
Portfolio Beta 1.3428271
Measure the beta value
of each fund with the
cost/share of each asset
11
12. Portfolio Return Analysis
Date Portfolio Return Market Return Risk Free Rate (Rf) Beta Alpha
Jan-2015 4.11% 2.51% 1.25% 0.45 2.20%
Feb-2015 2.25% 2.65% Text Here Text Here Text Here
Mar-2016 3.28% 1.58% Text Here Text Here Text Here
Apr-2015 5.05% 3.74% Text Here Text Here Text Here
May-2015 1.84% 0.22% Text Here Text Here Text Here
Jun-2017 0.81% -3.56% Text Here Text Here Text Here
Jul-2015 1.52% -3.88% Text Here Text Here Text Here
Aug-2017 2.99% 1.65% Text Here Text Here Text Here
Sep-2015 4.74% 4.21% Text Here Text Here Text Here
Oct-2016 3.99% 2.11% Text Here Text Here Text Here
Nov-2015 3.21% 3.89% Text Here Text Here Text Here
Dec-2018 5.69% 4.12% Text Here Text Here Text Here
AVERAGE 3.29% 1.60%
This slide is 100%editable. Adapt it to your needs and capture your audience’s attention.
Measure the average
portfolio return and Avg.
market return with the
value of alpha and beta,
given the level of risk
undertaken in portfolio.
12
13. Calculating Asset Beta
Levered Beta Equity Beta Tax Rate Net Dept ($M) Equity ($M) Debt/Equity Asset Beta
Stock 1 1.21 35% 524 2,542 21% 1.07
Stock 2 1.08 33% - 15,298 0% 1.08
Stock 3 0.87 28% (255) 3,275 -8% 0.92
Stock 4 1.58 34% 785 1,027 76% 1.05
Stock 5 1.35 30% 1,027 9,217 11% 1.26
Average 1.22 32% 416 6,272 20% 1.07
Median 1.21 33% 524 3,275 11% 1.07
Equity -> Asset Beta
This slide is 100%editable. Adapt it to your needs and capture your audience’s attention.
The slide provide the
composite measure of
portfolio’s performance
that also include
average and median
value. You can modify
the table as per need.
13
14. Portfolio Value at Risk
Mkt Value
Portfolio
Weight(%)
Active Weight
(%)
Portfolio risk
Port risk
contribution
Correlation
Port risk
contribution
(%)
Portfolio
Value-At-
Risk($)
9,872,378,620 100% 0% 14.79 14.79 1.00 100% 693,379,355
Equity 6,180,148,506 _ 3.20% 22.67 14.14 0.996 _ 665,341,708
Fixed Income 2,635,925,092 _ -13.90% 4.29 0.04 0.031 _ 53,679,517
Private Real
Estate
542,948,245 5.50% 5.50% 13.47 0.50 0.679 3.40% 34,726,130
Hedge Fund 394,888,234 4.00% 4.00% 4.67 0.12 0.622 0.79% 8,753,434
Cash 118,468,543 1.20% 1.20% 0.00 0.00 0.000 0.00% 0
This slide is 100%editable. Adapt it to your needs and
capture your audience’s attention.
The template give the
broad summary of
company’s financial
assets with the estimate
of risk measure and
market value.
14
15. Ranking the Passive Income Streams
Passive Income Source Risk Return Feasibility Liquidity Activity Total Score
Private Equity 4 7 4 2 10 27
Real Estate 5 8 7 3 6 29
Certificates of Estate 10 1 10 3 10 34
Fixed Income/Bonds 4 5 10 8 9 36
P2P lending 7 7 9 6 8 37
Real Estate Crowdsourcing 7 9 6 6 10 38
Dividend Investing 7 6 10 8 9 40
Creating Your Own Products 10 8 8 8 8 42
Score Methodology: 1 – 10, with 10 being the least risky, highest return, most feasible, most liquid and least amount of activity required
This slide is 100%editable. Adapt it to your needs and
capture your audience’s attention.
The following table
shows the five factor to
rank the passive income
of the organisation. Use
the table as per need.
15
16. Impact of Risk
Risk Impact Cause
Interest Rate Risk- Debt Debt Changes in interest rate environment
Interest Rate Risk - Assets Investments Changes in interest rate environment
Investment Risk (Equities) Investments Changes in investor sentiment
Credit Provider Risk Debt Provider rating downgrade
Renewal/Refinancing Risk Debt Changes in lending appetite
Operational Risk EBITDA Variability in operating performance
Basis Risk Swaps Imperfect hedge
Remarketing/Put Risk Debt Market conditions, enhancer downgrade
Mark to Market Risk Swaps Changes in interest rate environment
Counterparty Downgrade Risk Swaps Swap counterparty downgrade
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capture your audience’s attention.
16
19. Our Main Mission
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01 02
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Mission
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audience's attention.
Vision
19
21. Comparison
+
Male
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your needs and capture your
audience's attention.
-
Female
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your needs and capture your
audience's attention.
21
22. Timeline
Text Here
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2015
2016
2017
2018
2019
22
23. Timeline
Text Here
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editable. Adapt it to
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2016
Text Here
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2017 2018 2019
23
25. Sticky Notes
Text Here
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25
26. Our Target
02
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Target
01
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Target
26
27. Never Give Up. Today Is Hard,
Tomorrow Is Worse, But The Day After
Tomorrow Will Be Sunshine
…Jack ma
27