Portfolio Analysis Example

capnjasz's picture
Rank: Chimp | 6

Hello, all. I am new to this forum (I have been members of others for a year or so-specific to trading) and I wanted to ask a question. I am stuck in a bind relating to finding employment. After meeting with some potential employers, all 3 said to break into Portfolio Analysis/Management. 2/3 told me that they hasn't spoken to anyone not encumbered in the industry with as much knowledge and understanding of market/equity/research analysis, but he couldn't train me for however long it took to be efficient.

Seeing that I haven't taken a finance class in my life, I went home and looked up exactly what a Portfolio Analysis (Entry-Level) does. I spent some long nights and days reading, watching videos, and going over examples of what they do for work.

After these 2 weeks were up, I wanted to test myself and put together a very small and easy portfolio analysis measuring equities and REIT ETFs.
If anyone on here wouldn't mind looking it over and offering constructive criticism or advice... I would really appreciate it. Honestly, you could tear it apart. I just want to see if I'm going in the right direction.

I plan on using this example in the job search since I don't have a ton of experience here. I'm only going this route because I've been told many times that my investment analysis and research would be good for this.
*Note: The forecasting tabs aren't model's used for E(r). I used them to see time-series data movements and trend.

If you're in the industry and want to check it out- please, be my guest! Thank you, all!

You can access the report via: https://mab437.wixsite.c om/portfolio-analysis

Best,

capnjasz

Comments (3)

Aug 26, 2019

Hey capnjasz, I swear if I had a silver banana for every lonely thread I posted too I'd be richer than @compbanker ...

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I hope those threads give you a bit more insight.

Sep 1, 2019

Solid. capnjasz

Sep 1, 2019
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