Excel Model: Financial Risk-Return Analysis

标题： Financial Risk-Return Analysis

 描述：

 

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

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

 

建议/提示：
  • 设置：
    • 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.

来源： 自定义计算器

单击以下图标可在新选项卡中打开完整的工作簿查看器，让您轻松编辑和保存。

单击以下图标下载电子表格，您可以将文件与编辑内容一起保存在计算机上。

使用计算器的示例：

使用电子表格的详细示例： 用户需要完成的任务：

 

  1. 设置部分：
    • Define investment parameters.
      • Example values: Investment Horizon – Long-term; Liquidity – High.

  2. Risk-Return Tracker:
    • Enter investment details.
      • 示例值：
        • Investment Name: Investment A
        • Asset Class: Equities
        • Expected Return: 10%
        • Expected Risk: 5%
        • Risk-Return Ratio: 2
交互式计算器为何有用：

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

 

来源： 自定义电子表格

结论：

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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