Excel Model: Financial Instrument Comparison

タイトル： Financial Instrument Comparison

 説明：

 

This spreadsheet is designed to help users compare different financial instruments based on various criteria. It includes sections for setting up the comparison, recording details of each instrument, and summarizing the comparison results. Key components include:

  • 設定： Initial configuration of the spreadsheet to establish comparison parameters, including risk level and liquidity.
  • Financial Instrument Comparison: A detailed comparison of various financial instruments, including initial investment, risk level, expected return, liquidity, final value, time period, variance percentage, and tax implications.

 

アドバイス/ヒント:
  • 設定：
    • Ensure all initial configurations are correct before recording financial instrument details.
    • Regularly update the comparison parameters as needed.

  • Financial Instrument Comparison:
    • Accurately record each financial instrument’s details to ensure precise comparisons.
    • Review comparison results to identify the best investment opportunities based on your criteria.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブック ビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

 

  1. セットアップセクション:
    • Enter the risk levels and liquidity options.
      • Example values: Risk Level – Low, Medium, High, Very Low, Very High; Liquidity – Low, Medium, High.

  2. Financial Instrument Comparison:
    • Enter details of each financial instrument including initial investment, expected return, and tax implications.
      • 例の値:
        • Stock A: Initial Investment – $10,000, Risk Level – High, Expected Return – 8%, Liquidity – Medium, Final Value – $14,693.28, Time Period – 5 years, Variance Percentage – 47%, Tax Implications – Capital gains tax.
        • Bond B: Initial Investment – $20,000, Risk Level – Low, Expected Return – 4%, Liquidity – High, Final Value – $24,333.06, Time Period – 5 years, Variance Percentage – 22%, Tax Implications – Interest income tax.
        • Mutual Fund C: Initial Investment – $15,000, Risk Level – Medium, Expected Return – 6%, Liquidity – Medium, Final Value – $20,073.38, Time Period – 5 years, Variance Percentage – 34%, Tax Implications – Diversified holdings.
        • Real Estate Investment Trust (REIT): Initial Investment – $25,000, Risk Level – Medium, Expected Return – 5%, Liquidity – Low, Final Value – $31,907.04, Time Period – 5 years, Variance Percentage – 28%, Tax Implications – Dividends taxed at lower rate.
インタラクティブ計算機が便利な理由:

This spreadsheet consolidates all information related to different financial instruments in one place, making it easier to compare them based on various criteria. By providing a clear view of each instrument’s performance and characteristics, it helps users make informed decisions to optimize their investment portfolio.

 

ソース： カスタムスプレッドシート

結論：

The Financial Instrument Comparison spreadsheet is an invaluable tool for managing and optimizing investments by comparing various financial instruments based on key criteria. By providing a detailed and organized approach to recording and comparing investment options, it helps users achieve financial stability and growth while making informed decisions. Regular updates and reviews ensure that the investment strategy remains aligned with changing goals and market conditions.

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