## Download Gordon Growth Model in Excel (with MarketXLS™ Template)

Gordon Growth Model is a popular valuation model that analysts use to calculate the intrinsic value of a stock based on the expected dividends in the future. In this article we will learn about what Gordon Growth Model is and how we can build the Gordon Growth Model in Excel. Consider a company that is … Read moreDownload Gordon Growth Model in Excel (with MarketXLS™ Template)

## Using MarketXLS and Excel to easily see a real time snap shot of your portfolio

I have been learning to invest over the past 2 years—it is so much fun! My investments are spread over 3 different brokerage accounts, but I like to look at all of them together. MarketXLS, combined with my knowledge of Excel, allows me to manage my stock portfolio in Excel. Since I’m only about 2 … Read moreUsing MarketXLS and Excel to easily see a real time snap shot of your portfolio

## Covered Call Income Generation (With Excel Template)

Investors who generally follow a buy and hold strategy can make an extra income by adding options to their portfolio. In this article, we will learn about the covered call income generation strategy and how investors who are long underlying stocks can generate additional income with minimal risk. At the end of the article, you … Read moreCovered Call Income Generation (With Excel Template)

## Fibonacci Retracement Calculator

Fibonacci Retracement is a popular technical analysis tool to identify potential reversal levels, support and resistance levels. Traders (specially day traders) frequently use this to track their trades. These are tracked in the form of ratios which are based on Fibonacci sequence which was developed by an Italian mathematician named Leonardo Fibonacci. The Fibonacci sequence … Read moreFibonacci Retracement Calculator

## Altman’s Z score in Excel Calculator (Includes MarketXLS Template)

What is Altman’s Z score and what it is used for? In this article, I will provide you with a quick introduction to Altman Z score for public companies and how to calculate Altman z score in Excel using MarketXLS functions. Altman’s Z score is probably one of the more famous credit scoring models have … Read moreAltman’s Z score in Excel Calculator (Includes MarketXLS Template)

## Sortino Ratio in Excel

We know that Sharpe ratio is one of the most common ratios to measure the reward versus risk of an investment opportunity. Sortino ratio is a modified version of Sharpe ratio. While Sharpe ratio measures the return over the overall risk (volatility) in the portfolio, Sortino ratio only considers the downside risk in the portfolio. … Read moreSortino Ratio in Excel

## Warren Buffet Investment Portfolio Through The Last 50 Years

In 2014 Berkshire Hathaway Inc. celebrated fifty years in the market. On that occasion Warren Buffet made some observations regarding his company’s performance through the years. There have great gains and great losses but no one can discount his long innings in the stock market. His career has usually been looked at with awe. For … Read moreWarren Buffet Investment Portfolio Through The Last 50 Years

## Ben Graham Formula

Benjamin Graham, popularly known as the ‘father of value investing’, provided an elaborate framework to identify undervalued stocks. he proposed this in his books ‘Security Analyst’ and ‘The Intelligent Investor’. He also proposed a simple intrinsic value formula to identify these underpriced stocks, now known as the Ben Graham Formula. In this article we will learn about … Read moreBen Graham Formula

## Calculate Sharpe Ratio of Portfolio in Excel (with MarketXLS)

Sharpe ratio is one of the most commonly used ratios to measure the reward versus risk of an investment opportunity. In this article, we will learn about what Sharpe Ratio is, how it is calculated, and how to calculate the Sharpe Ratio of Portfolio in Excel using MarketXLS.What is Sharpe Ratio?The Sharpe ratio was developed … Read moreCalculate Sharpe Ratio of Portfolio in Excel (with MarketXLS)

## Cash Generating Power Ratio

While performing financial analysis, most analysts first focus on the commonly used balance sheet and income statement ratios. However, such analysis is often incomplete because the ratios calculated from the statement of cash flows can provide significant insights and add tremendous value to any financial analysis, whether it for for picking stocks, raising capital, or … Read moreCash Generating Power Ratio