Investment Strategies

Buyback yield screener excel - rank Q1 2026 repurchase leaders by buyback yield, total shareholder yield, and share-count change with live MarketXLS formulas.
REIT earnings tracker Excel for Q1 2026 - watch occupancy, FFO proxy, dividend coverage, and leverage across data center, industrial, residential, retail, healthcare, storage, tower, and gaming REITs in one live dashboard.

VTSAX - explore Vanguard's Total Stock Market Index Fund Admiral Shares, including performance analysis, dividend tracking, comparison with alternatives, and how to analyze it in Excel with MarketXLS in 2026.

Sector rotation model Excel - build a momentum-based sector rotation strategy directly in your spreadsheet using live MarketXLS data for Q2 2026 positioning.
Compare XLE, VDE, XOP, IXC, and AMLP side by side in Excel: price, return, yield, expense ratio, beta, and RSI with MarketXLS formulas, plus oil-price scenarios.

Free Excel inflation hedge portfolio template: ten ETFs (TIPS, gold, energy, REITs, commodities, dividend stocks) with MarketXLS formulas, inflation scenarios and position sizing.

Interest rate sensitive stocks screener — build a comprehensive Excel-based screening tool to identify, score, and monitor equities most exposed to Federal Reserve rate decisions.