Excel Model: Financial Risk-Return Analysis

Title: Financial Risk-Return Analysis

 Descrição:

 

This spreadsheet helps users analyze the risk and return of various investments. It includes:

  • Setup: Initial configuration of investment parameters.
  • Risk-Return Tracker: Recording investment names, asset classes, expected return, expected risk, and the risk-return ratio.

 

Advice/Tips:
  • Setup:
    • Ensure all initial configurations are correct before inputting data.
  • Risk-Return Tracker:
    • Accurately record each investment’s details for precise analysis.
    • Regularly review the risk-return ratio.

Fonte: Custom Calculator

Click the following icon to open the full workbook viewer in a new tab, allowing you to easily edit and save.

Click the following icon to download the spreadsheet, allowing you to save the file on your computer along with edits.

Example of using calculator:

Detailed example of using Spreadsheet: Tasks for user to complete:

 

  1. Setup Section:
    • Define investment parameters.
      • Example values: Investment Horizon – Long-term; Liquidity – High.

  2. Risk-Return Tracker:
    • Enter investment details.
      • Example values:
        • Investment Name: Investment A
        • Asset Class: Equities
        • Expected Return: 10%
        • Expected Risk: 5%
        • Risk-Return Ratio: 2
Why is interactive calculator useful:

This spreadsheet consolidates risk-return information, helping users make informed investment decisions by providing a clear view of expected returns and risks.

 

Fonte: Custom Spreadsheet

Conclusão:

The Financial Risk-Return Analysis spreadsheet helps manage and optimize investments by analyzing their risk-return profiles. Regular updates ensure alignment with changing market conditions and goals.

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