Portfolio Return – Excel Template

Portfolio Return

Portfolio Return is the gain or loss realized by an investment portfolio that contains several types of securities. It represents a weighted average of the assets’ returns.

Some other related topics you might be interested to explore are Portfolio Risk and Holding Period Return.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.

You can now download the Excel template for free.

Portfolio Return is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.

3-Statement Model – Excel Template

The P&L, Balance sheet, and Cash flow statements are three interrelated parts. The P&L feeds net income on the

3-Statement Model – Excel Template

The P&L, Balance sheet, and Cash flow statements are three interrelated parts. The P&L feeds net income on the liabilities and equity side of the Balance sheet. At the same time, we obtain Cash (an asset) by summing the bottom-line result of the Cash flow statement with previous year...
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Cash Flow – Excel Template

The cash flow statement shows how a company generated and spent cash throughout a given timeframe. An important truth

Cash Flow – Excel Template

The cash flow statement shows how a company generated and spent cash throughout a given timeframe. An important truth that is frequently neglected by inexperienced business owners is that profit does not equal cash. Every business owner and manager needs to have a clear idea of the cash flows...
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Balance Sheet – Excel Template

If the P&L statement shows how profitable a company was over a given timeframe, we can say that the

Balance Sheet – Excel Template

If the P&L statement shows how profitable a company was over a given timeframe, we can say that the Balance sheet is like a momentary picture of the firm’s condition at the time of preparation. The Balance sheet shows what a company owns (assets) and what it owes (liabilities...
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