Factor Investing in Excel: Carhart Model and Multi-Factor Screens
Factor investing in Excel: five principles of factor investing, the Carhart four-factor model, then multi-factor, low volatility, value vs growth and equal weight dashboards built with live data.
- 1Five Principles of Factor Investing
The five principles of factor investing: pick factors with persistent premiums, diversify across them, apply rules consistently, hold long term, and review regularly.
- 2Carhart Four-Factor Model in Excel
Carhart Four Factor Model extends Fama-French by adding momentum to explain portfolio returns. Learn the formula, how to calculate each factor in Excel, and perform portfolio attribution using MarketXLS.
- 3Multi-Factor Stock Screener Excel: Build a Composite Quant Model Dashboard (May 2026)
Multi-factor stock screener Excel template with composite scoring across value, quality, momentum, low volatility, and growth - dashboard-style with KPI tiles, charts, and live MarketXLS formulas.
- 4Low Volatility Factor Screener Excel: Defensive Equity Screen for May 2026
A free Excel low volatility screener that ranks 28 defensive large caps on beta, implied volatility, realized volatility, and drawdown, combined into a Defensive Score.
- 5Value vs Growth Dashboard Excel: May 2026 Factor Rotation Tracker
An Excel dashboard comparing 15 value and 15 growth mega-caps on P/E, price to book, yield, ROIC, and revenue growth, with scenario analysis across five macro regimes.
- 6Equal Weight vs Cap Weight Dashboard Excel: June 2026 Rotation Tracker
Equal weight vs cap weight dashboard excel - track the breadth spread between RSP and SPY, QQQ and QQQE, and every sector pair in one live Excel dashboard. Free template for reading the June 2026 rotation out of mega-cap