Subject : Commerce Paper : Security Analysis and Portfolio Management
Views: 10988 Vidya-mitra
Thank you friends to support me Plz share subscribe and comment on my channel and Connect me through Instagram:- Chanchalb1996 Gmail:- [email protected] Facebook page :- https://m.facebook.com/Only-for-commerce-student-366734273750227/ Unaccademy download link :- https://unacademy.app.link/bfElTw3WcS Unaccademy profile link :- https://unacademy.com/user/chanchalb1996 Telegram link :- https://t.me/joinchat/AAAAAEu9rP9ahCScbT_mMA
Views: 17373 study with chanchal
Basic introduction to risk and reward. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/investment-consumption/v/human-capital?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/hedge-fund-strategies-merger-arbitrage-1?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: When are you using capital to create more things (investment) vs. for consumption (we all need to consume a bit to be happy). When you do invest, how do you compare risk to return? Can capital include human abilities? This tutorial hodge-podge covers it all. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 96471 Khan Academy
http://optionalpha.com - Understanding Systematic vs. Unsystematic Risk. ================== Listen to our #1 rated investing podcast on iTunes: http://optionalpha.com/podcast ================== Download a free copy of the "The Ultimate Options Strategy Guide": http://optionalpha.com/ebook ================== Still working a day job? Then our "Take 5" segment is for you. 5 mins videos each day on 1 thing you can apply trading options: http://www.youtube.com/playlist?list=PLhKnvfWKsu40z0EnsX0TNqCgUzb8tmM04 ================== Start our 4-part video course (HINT: these videos are NOT posted anywhere else online): http://optionalpha.com/free-options-trading-course ================== Just getting started or new to options trading? Here's a quick resource page we made that you'll love: http://optionalpha.com/start-here ================== Register for one of our 5-star reviewed webinars: http://optionalpha.com/webinars ================== - Kirk & The Option Alpha Team
Views: 52190 Option Alpha
Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Return On Investment” Return on investment is known as ROI. This term means different things to different people often depending on perspective and what is actually being judged so it's important to clarify understanding if interpretation has serious implications. Many business managers and owners use the term in a general sense as a means of assessing the merit of an investment or business decision. 'Return' generally means profit before tax, but clarify this with the person using the term - profit depends on various circumstances, not least the accounting conventions used in the business. In this sense most CEO's and business owners regard ROI as the ultimate measure of any business or any business proposition, after all it's what most business is aimed at producing - maximum return on investment, otherwise you might as well put your money in a bank savings account. In simple terms this is the profit made from an investment. The 'investment' could be the value of a whole business in which case the value is generally regarded as the company's total assets minus intangible assets, such as debt. or the investment could relate to a part of a business, a new product, a new factory, a new piece of plant, or any activity or asset with a cost attached to it. The main point is that the term seeks to define the profit made from a business investment or business decision. Bear in mind that costs and profits can be ongoing and accumulating for several years, which needs to be taken into account when arriving at the correct figures. By Barry Norman, Investors Trading Academy
Views: 50441 Investor Trading Academy
Feel free to grab a free transcript of the Return On Investment video in PDF format at http://www.miketurco.com/roi . It includes all pictures and basically matches the video word-for-word. This video defines and explains the ROI Calculation in simple terms. Two examples are provided: which are "Buy and Sell a Used Car" and "Buy and Sell Stocks."
Views: 131093 Mike Turco
Risk and Return Fundamentals of Investment (FOI) B Com (H) Sem VI For complete course of B Com (H) Sem VI Contact : +91 9899192027 #B_Com #Return #FOI Recorded Lectures are also available for the following Mathematical Methods for Economics Statistical Methods for Economics Econometrics Micro Economics Macro Economics International Economics Financial Economics Public Finance Development Economics Business Mathematics Business Statistics Financial Management Fundamentals of Investment For the courses Economics (Honours) MA Economics UGC Net Economics B Com (Honours) B Com (P) For Details Contact Dheeraj Suri Classes +91 9899192027 [email protected] http://primeacademy.in/
Views: 641 Dheeraj Suri
Hi Guys, This video will show you how to find the expected return and risk of a single portfolio. This example will show you the higher the risk the higher the return. Please watch more videos at www.i-hate-math.com Thanks for learning !
Views: 204140 I Hate Math Group, Inc
You literally hear the term "Return On Investment" or "ROI" all the time whenever someone is analyzing an investment... but what does it actually mean? Through this video, I've provided not just a definition of the ROI but also a detailed ROI explanation, including examples as well as the return on investment formula for your calculation needs. As you'll be able to find out, just like any other metric, the return on investment has its limitations. For example, the ROI doesn't factor in the time dimension. In other words, an ROI of x% might be great if you only had to wait three years but if you had to wait ten times more... not so much :) All in all, the return on investment is definitely a tool you cannot afford not to include in your knowledge bag and it can be ridiculously useful, as long as you always understand what and why you're measuring :) To support the channel, give me a minute (see what I did there?) of your time by visiting OneMinuteEconomics.com and reading my message. Bitcoin donations can be sent to 1AFYgM8Cmiiu5HjcXaP5aS1fEBJ5n3VDck and PayPal donations to [email protected], any and all support is greatly appreciated! Oh and I've also started playing around with Patreon, my link is: https://www.patreon.com/oneminuteeconomics Interested in reading a good book? My first book, Wealth Management 2.0 (through which I do my best to help people manage their wealth properly, whether we're talking about someone who has a huge amount of money at his disposal or someone who is still living paycheck to paycheck), can be bought using the links below: Amazon - https://www.amazon.com/Wealth-Management-2-0-Financial-Professionals-ebook/dp/B01I1WA2BK Barnes & Noble - http://www.barnesandnoble.com/w/wealth-management-20-andrei-polgar/1124435282?ean=2940153328942 iBooks (Apple) - https://itun.es/us/wYSveb.l Kobo - https://store.kobobooks.com/en-us/ebook/wealth-management-2-0 My second book, the Wall Street Journal and USA Today bestseller The Age of Anomaly (through which I help people prepare for financial calamities and become more financially resilient in general), can be bought using the links below. Amazon - https://www.amazon.com/Age-Anomaly-Spotting-Financial-Uncertainty-ebook/dp/B078SYL5YS Barnes & Noble - https://www.barnesandnoble.com/w/the-age-of-anomaly-andrei-polgar/1127084693?ean=2940155383970 iBooks (Apple) - https://itunes.apple.com/us/book/age-anomaly-spotting-financial-storms-in-sea-uncertainty/id1331704265 Kobo - https://www.kobo.com/ww/en/ebook/the-age-of-anomaly-spotting-financial-storms-in-a-sea-of-uncertainty Last but not least, if you'd like to follow me on social media, use one of the links below: https://www.facebook.com/oneminuteeconomics https://twitter.com/andreipolgar https://ro.linkedin.com/in/andrei-polgar-9a11a561
Views: 1228 One Minute Economics
Introduction to return on capital and cost of capital. Using these concepts to decide where to invest. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/investment-consumption/v/investment-vs-consumption-1?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/investment-consumption/v/human-capital?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: When are you using capital to create more things (investment) vs. for consumption (we all need to consume a bit to be happy). When you do invest, how do you compare risk to return? Can capital include human abilities? This tutorial hodge-podge covers it all. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 159315 Khan Academy
This video clip introduces the concept and calculation of risk for individual property or investment. This video is a subsequent video of the calculation of expected return for individual property: URL link https://youtu.be/3ho6m81fL3c
Views: 258 Zhi Dong
Explained the concept of Return on Capital Employed / Return on Investment (ROI) and Return on Equity (ROE). Student can also watch following lectures for better understanding of the topic: 1. https://www.youtube.com/watch?v=76gMXQBnbps 2. https://www.youtube.com/watch?v=1iYK6s5_Db0 3. https://www.youtube.com/watch?v=hMoOk6iI564 4. https://www.youtube.com/watch?v=H7Etrk0xfAs Download Assignments https://drive.google.com/drive/folders/0BzfDYffb228JNW9WdVJyQlQ2eHc?usp=sharing #Accounting #RatioAnalysis
Views: 52253 CA. Naresh Aggarwal
How to correctly measure investment risk in finance is an important consideration. However, there are many ways to measure risk and most professionals don't make it any easier by using industry jargon. In this video you'll learn how to decipher the various names for risk, what they mean for your portfolio, and several lesser used, but very robust risk measures. We'll cover: Volatility and Standard Deviation Downside Volatility and Modified Standard Deviation Max Drawdown and Max Drawdown Sum The Sharpe Ratio The Sortino Ratio http://RealizeYourRetirement.com
Views: 12117 Realize Your Retirement
Namaska Dosto is video me hum janeng ki risk qa ho hai.. Ala Alag types ke common risk ko dekhenge aur unko deail me jananege ki Mutual funds me ya kisi bhi prakar ke Invstment me kon kon se risk hote hai.. Iske sath sath hum inko manage karna bhi batayenge To umeed hai dosto aapko video pasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO Subscribe : https://www.youtube.com/marketmaestroo
Views: 5901 Market Maestroo
In this video, we discuss return on investment, how to calculate return on investment, and interpreting return on investment. We also discuss profit margin and asset turnover and how those ratios will also allow you to calculate return on investment
Views: 7123 Kristin Ingram
Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Risk and Return” When it comes to financial matters, we all know what risk is -- the possibility of losing your hard-earned cash. And most of us understand that a return is what you make on an investment. What many people don't understand, though, is the relationship between the two. The relationship between risk and return is often represented by a trade-off. In general, the more risk you take on, the greater your possible return. Think of lottery tickets, for example. They involve a very high risk and the possibility of an extremely high reward. Or penny stocks: They're also very risky and yet seem full of amazing potential. At the other end of the spectrum are options such as a savings account at your bank, or buying government bonds. They're quite low-risk, but you're not going to make a mint on them, either -- at least not these days, with interest rates so low. Risk and return play a part in our nonfinancial lives, as well. Think of that lovely person you'd like to date, for example. Asking him or her out involves the risk of being turned down or embarrassed. But the possible return is significant, too, if you end up in a meaningful relationship. The principle even applies at restaurants. Take a chance on a menu item you've never tried and can't pronounce instead of your safe and boring usual order. It's riskier, but you might discover a new favorite. By Barry Norman, Investors Trading Academy
Views: 4988 Investor Trading Academy
In finance and economics, nominal rate refers to the rate before adjustment for inflation (in contrast with the real rate). The real rate is the nominal rate minus inflation. Real rate of return can indeed be negative. When real rate of return are negative, it means that the inflation rate is larger than the nominal interest rate. Measuring the real rate of return lets investors determine if they are actually making money and growing purchasing power on an investment. If the real rate of return is not larger than inflation, the investor is losing money. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/yadnyaacademy/?fref=ts Facebook Group - https://goo.gl/y57Qcr Twitter - https://mobile.twitter.com/investyadnya
Views: 8479 Yadnya Investment Academy
This video features the investing philosophy of billionaire Stanley Druckenmiller. After listening to Stanley's approach to investing, five characteristics of his high-returns approach are discussed as they relate to all investors. Specific focus is then given to how this investing approach is fitting and necessary for those seeking to invest in natural resources. Stanley Druckenmiller: "My idea of risk control is a little non-conventional. I like putting all my eggs in one basket and then watching the basket very carefully…At most business schools they teach, I think, a lot of nonsense called risked-adjusted return and diversification. As a money manager, if you look at a normal portfolio most people will make 70-80% of their money that year on 2-3 ideas even though they will have 30-40 things in their portfolio. My concept was to put into those 2-3 ideas I have the most conviction in. I was also lucky to travel across asset classes so I traded commodities, currencies, bonds and equities. And it gave me the discipline if I didn’t have a good idea in equities, I was happy to have no equities or the same thing with bonds. So when you have a quiver with a bunch of arrows you can usually find something to put a lot of money into. The only other thing I’d say is that too many investors look at the present. The present is already in the price. You have to think out of the box and sort of visualize 18-24 months from now and what the world is going to be and what securities might trade at. What a company has been earning does not mean anything. What you have to look at is what people think it is going to earn and if you can see something (in) two years that is going to be entirely different than the conventional wisdom. That’s how you make money. My first boss used to say, “the obvious is obviously wrong.” If you invest in conventional wisdom you are going to lose your butt." Five Qualities: 1) Self-Directed 2) Contrarian 3) Strategic and Focused 4) Disciplined 5) Identifies Opportunities through Forward-Thinking Sign up for our free newsletter and receive interview transcripts, stock recommendations and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Views: 22596 MiningStockEducation.com
http://goo.gl/JMhs8r for more free video tutorials covering Portfolio Management. This video shows the calculation of expected return and standard deviation in details referring to the Markowitz portfolio theory. It is really important to a portfolio theory to understand the idea of measuring risky returns on the risky assets. The video step by step shows the measuring techniques of risky returns on asset to be hold in a portfolio subsequent to an example where it asks to calculate the potential expected return based on the given data. Expected return is by no means a guaranteed rate of return. However, it can be used to forecast the value of portfolio and it also provides a guide from which to measure actual returns. It is calculated as the weighted average of the likely profits of the assets in the portfolio, weighted by the likely profits of each asset class. Moving on, the video demonstrates the measuring risk of expected returns following derivation of standard deviation through a simple example. Risk reflects the chance that the actual return on an investment may be very different than the expected return.
Views: 81779 Spoon Feed Me
IRR or Internal Rate of return concept and calculation in excel explained in Hindi. IRR and NPV are capital budgeting metrics to estimate the profitability of a project, business or investment. Internal rate of return should be more than the discount rate to make an investment profitable. Related Videos: Net Present Value (NPV) - https://youtu.be/SpHIBfPGwx8 NPV vs IRR - https://youtu.be/kUV9xE2B7KU Time Value of Money - https://youtu.be/Pazp1b2LhAQ आईआरआर या इंटरनल रेट ऑफ़ रिटर्न का कांसेप्ट और एक्सेल में कैसे कैलकुलेशन किया जाता है इस वीडियो में समझाया गया है। आईआरआर और एनपीवी किसी प्रोजेक्ट, बिज़नेस या इन्वेस्टमेंट की प्रोफिटिबिलिटी का अनुमान लगाने के लिए एक कैपिटल बजटिंग मैट्रिक्स है। निवेश लाभदायक बनाने के लिए इंटरनल रेट ऑफ़ रिटर्न डिसस्कॉउंट रेट से ज़्यादा होनी चाहिए। Share this Video: https://youtu.be/x6eXfx2Tv-w Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is Internal Rate of Return or IRR? What is the definition of IRR? How to calculate internal rate of return or IRR? What is the concept of internal rate of return? How to evaluate investment returns using IRR? How to use internal rate of return to calculate net returns on an investment? How to do IRR calculation in excel sheet or Google spreadsheet? What is the formula for internal rate of return calculation? What is the IRR calculation formula? Which capital budgeting metrics are used to estimate the profitability of a project, business or investment? How to do investment analysis? What is the excel calculation formula for IRR calculation? How to calculate IRR for a long-term project, business or investment? How to make excel IRR calculator? How to know if your investment is profitable? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Facebook – https://www.facebook.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Instagram - http://instagram.com/assetyogi Linkedin - http://www.linkedin.com/company/asset-yogi Twitter - http://twitter.com/assetyogi Google Plus – https://plus.google.com/+assetyogi-ay Hope you liked this video in Hindi on “Internal Rate of Return (IRR) - Calculation & Concept”.
Views: 61467 Asset Yogi
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 523353 MIT OpenCourseWare
A set of optimal portfolios that offers the highest expected return for a defined level of risk or the lowest risk for a given level of expected return. Portfolios that lie below the efficient frontier are sub-optimal, because they do not provide enough return for the level of risk. Portfolios that cluster to the right of the efficient frontier are also sub-optimal, because they have a higher level of risk for the defined rate of return. Read more: http://www.investopedia.com/terms/e/efficientfrontier.asp
Views: 67453 Investopedia
In this lesson, we will talk briefly about the risk/return tradeoff. Research Links: http://www.investopedia.com/financial-edge/0311/5-billionaires-who-lost-millions.aspx http://www.investopedia.com/articles/02/100402.asp http://www.investopedia.com/ask/answers/168.asp http://www.investopedia.com/university/concepts/concepts1.asp http://www.investopedia.com/terms/c/creditrisk.asp http://www.investopedia.com/terms/b/bondrating.asp http://www.investopedia.com/terms/g/government-bond.asp http://financial-dictionary.thefreedictionary.com/Risk-return+trade-off http://economictimes.indiatimes.com/definition/risk-return-trade-off
Views: 8656 Finance 360
Women have different financial strategies and insight than men, argues Sallie Krawcheck, the co-founder and CEO of Ellevest, a digital investment platform for women. Female investors have a different sense of why they want to make money, pursue specific goals more readily, and show a unique sense of risk awareness. Krawcheck says it's important for women to play the market and plan financially because there is a real retirement savings crisis in this country which disproportionately affects them. Read more at BigThink.com: https://bigthink.com/videos/sallie-krawcheck-how-women-and-men-approach-money-differently-risk-investment-and-return Follow Big Think here: YouTube: http://goo.gl/CPTsV5 Facebook: https://www.facebook.com/BigThinkdotcom Twitter: https://twitter.com/bigthink So if you think about investing today it tends to be all about outperforming the market. It tends to be about making more money and it tends to be about picking and choosing the right stock, the right mutual fund. Mutual fund versus an ETF. The right money manager. And that has worked eh, I was going to say well for the population, but frankly it has worked okay for the population. Why? Because the goal that the industry set itself a long time ago of active management and outperforming the market…well less than one percent, well less than half a percent of money managers outperform the market consistently over any five year period. Okay, so back up. When we did our research with women the concept of “beating the market” fell completely flat. The concept of “winning” fell flat. In fact, even the concept of “making more money” fell pretty flat—sort of surprising to me, it seemed like a pretty good goal. What worked for women were actual goals. So okay, if I’m going to put my money aside and invest my money, I want to be able to in X number of years buy my dream home, have a child, start a business, retire well, take that trip around the world that I wanted to. And so we found that women tend to be more goals-oriented and focused than men. Another finding for us: Men tend to, if you ask them the question about their risk tolerance—which, by the way, the whole industry does—men will answer. By the way, they don’t know what it is. We only ever learn what our risk tolerance is really when we go through downturns. But women we found were, “Oh, oh my gosh. You know what, I’m going to think about that. Let me think about that and I’ll get back to you.” And they never do. It really shuts down the conversation. And so we instead of asking a question we know people don’t have the wherewithal to answer, instead we say “Okay, let us learn about you through taking you through the product and the capability. Tell us what your goals are and then we’ll tell you essentially how much risk you can afford.” So for an example you and I are the same person. We make the same salary. We have the same level of education. We’re the same age. And you don’t have an emergency fund so you don’t have cash set aside for a rainy, rainy day and you want to have a baby in four years. I just need to retire, right. It doesn’t really matter what I think my risk tolerance is. You don’t get a lot of risk. I get plenty of risk. And so we tweaked things like that as well as really – so making it goals based, approaching risk differently, taking into account again that women live longer and salaries peak sooner, forecasting out their life curves. And then the most important change we found is that most people think of and describe women as risk-averse investors. What we found, maybe a subtle point, is women are risk-aware investors. And what they wanted was not hey, explain risk to be in standard deviation and “Let’s really go through that statistical analysis,” but more, “Hold on, how bad can it get?” And so what we would do is we track you, track women to their goal and say in X percent of markets it could be this bad and in Y percent that bad. And if you fall off track, if you fall off track to reach your goal we’ll reach out to you, tell you you’re off track and tell you what you have to do to get back on. Deposit another thousand dollars, retire six months later. So those are a few of the differences, some of which are straightforward (and others of which are more subtle) that we found were barriers to keeping women from investing.
Views: 20639 Big Think
Risk Reward Tradeoff: Basic Concept of Investing Part 1 Free Ebook: 5 Easy Steps On How To Invest Mutual Funds In The Philippines For BeginnersFree: http://bit.ly/FMIfreereport If You have any further Questions please add me or PM me on my facebook: http://on.fb.me/1pRB91G
Views: 195 Filipino Mutual Fund Investors
Learn key financial metrics & ratios to analyze companies financial statements. By http://breakingintowallstreet.com/ "Financial Modeling Training And Career Resources For Aspiring Investment Bankers" You’ll learn about the key metrics and ratios used to analyze companies’ financial statements, including Return on Equity (ROE), Return on Assets (ROA), and Return on Invested Capital (ROIC), as well as Inventory Turnover, Receivables Turnover, Payables Turnover, the Current Ratio, and the Asset Turnover Ratio. Table of Contents: 1:15 Why Metrics and Ratios Matter 4:58 Return on Equity (ROE), Return on Assets (ROA), and Return on Invested Capital (ROIC) 10:50 Asset-Based and Turnover-Based Ratios 14:40 Interpretation of Key Metrics and Ratios for Wal-Mart, Amazon, and Salesforce 19:32 Why the Key Metrics and Ratios Are Sometimes Not That Useful Why Metrics and Ratios? They let you evaluate and compare different companies, and see why one company might be worth more (higher valuation multiple) than others. They let you answer questions such as: How much equity is required to generate a certain amount of after-tax profit (Net Income)? How much in assets is required to generate a certain amount of after-tax profit (Net Income)? How much total capital is required to do this? How dependent is a company on its assets? How liquid is the company? Can it meet its obligations? How quickly does it sell all its Inventory, pay its outstanding invoices, and collect its receivables? ROA, ROA, and ROIC Return on Equity (ROE) = Net Income / Average Shareholders’ Equity Return on Assets (ROA) = Net Income / Average Assets Return on Invested Capital (ROIC) = NOPAT / (Total Debt + Equity + Other Long-Term Funding Sources) Return on Equity (ROE): How efficiently is a company using its equity to generate after-tax profits? Return on Assets (ROA): How well is a company using its assets / how dependent is it on them? Return on Invested Capital (ROIC): How well is a company using ALL its capital, or how much capital is required to grow its business? Here, Wal-Mart easily ranks #1 in all these metrics because it has a very high ROE of 20-25%, an ROA of close to 10%, and an ROIC of 13-14%; for Amazon and Salesforce, these numbers are negative or close to 0%. Asset-Based Ratios and Turnover-Based Ratios Asset Turnover Ratio = Revenue / Average Assets How dependent is a company on its asset base to generate revenue? Current Ratio = Current Assets / Current Liabilities How liquid is a company? Can it use its short-term assets to repay its short-term obligations, if required? Inventory Turnover = COGS / Average Inventory How many times per year does a company sell off all its Inventory? Receivables Turnover = Revenue / Average AR How quickly does a company collect its receivables from customers that haven’t paid in cash yet? Payables Turnover = COGS / Average AP (*) How quickly does a company submit cash payment for outstanding invoices? Interpretation of Figures for Wal-Mart, Amazon, and Salesforce On the surface, many of these metrics make Wal-Mart seem like a "better" company - much higher ROE, ROA, and ROIC, and Amazon is negative on some of those! Wal-Mart tends to have higher margins as well, and shows more consistency with those margins. Similar inventory management, but Wal-Mart collects from customers and pays invoices much more quickly than Amazon. Wal-Mart is levered a bit more heavily, though. And yet… Amazon is a much more expensive stock, or at least it was at this point in time, and the market values it much more highly based on metrics such as the P / E ratio. At the time of this analysis, Wal-Mart P / E Ratio = 16x, and Amazon P / E Ratio = 456x! How could that be possible? Is Amazon really nearly 30x as valuable as Wal-Mart with WORSE metrics? Answer: The "Revenue Growth" line tells the whole story here. You're comparing 2 very different companies – one is a mature, predictable, mostly slow-growing firm, and one is growing revenue at 20-30% per year, despite revenue in the tens of billions already. Admittedly, Amazon's valuation still seems ridiculous, but it's not that surprising it's valued more highly than Wal-Mart, given that it's growing 20-30x more quickly. The Bottom-Line: These metrics are MOST useful when comparing companies of similar sizes, growth rates, and margins – not as useful when you're comparing a high-growth company to a stable, mature firm. RESOURCES http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-14-Key-Financial-Metrics-Ratios.xlsx http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-14-Key-Financial-Metrics-Ratios.pdf http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-14-Amazon-Financial-Statements.pdf http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-14-Salesforce-Financial-Statements.pdf http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-14-Walmart-Financial-Statements.pdf
Views: 111017 Mergers & Inquisitions / Breaking Into Wall Street
http://alphabench.com/data/excel-npv-irr-tutorial.html Tutorial demonstrating how to calculate NPV, IRR, and ROI for an investment. Demonstrates manual calculation of present values as well as the use of NPV and IRR functions in Excel. The spreadsheet used can be downloaded at: http://alphabench.com/data/NPV-IRR_STR.xlsx Capital Budgeting includes the analysis of various projects with financial measurements such as Net Present Value (NPV), Internal Rate of Return (IRR) and Return on Investment (ROI). This video discusses all of these concepts briefly while demonstrating the calculation of them using Excel. Excel Functions: NPV IRR
Views: 51937 Matt Macarty
Inflation and real and nominal return. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/inflation-tutorial/real-nominal-return-tut/v/calculating-real-return-in-last-year-dollars?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/inflation-tutorial/inflation-scenarios-tutorial/v/hyperinflation?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: If the value of money is constantly changing, can we compare investment return in the future or past to that earned in the present? This tutorial focuses on how to do this (another good tutorial to watch is the one on "present value"). About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 173385 Khan Academy
Website: https://primedlifestyle.com/ Instagram: Primed Berkshire Hathaway Annual report: http://www.berkshirehathaway.com/letters/2013ltr.pdf Warren Buffett's favorite book -The Intelligent Investor by Benjamin Graham on Amazon: http://amzn.to/2AlojQc Tony Robbins Money Master the Game on Amazon: http://amzn.to/2zyz84n Audible 30 day free trail: https://goo.gl/x64Vb9 Warren Buffett - One of the most successful investor of all times with an estimated net worth of over 80 billion dollars to this date has shared his methods for investing. Having bought his first stock at 11 years of age and having $53,000 dollars to his name at 17, he sure knows a thing or two about this market. And even though he spent a lifetime developing his skills, he’s has shared some very straightforward advice about investing that anyone can take advantage of. Warren Buffett’s first rule is to simply think long term over short term. He might be going overboard with this concept and he is truly embracing it around his entire life. He still lives in the same house he bought in 1958 and is also working at the very same desk since 50 years back and doesn’t use a computer but traditional pen and paper. He’s been quoted saying he doesn’t throw anything away until he’s had it for at least 20-25 years. So thinking long term is natural for him and the ability to resist selling has proved to be very successful for him. So having that said the reason why he’s holding on to what he buys is because he does his homework and does so very well. He’s stated many times that he spends 80 % of his day reading and catching up with the latest news and what companies to invest in. He thinks about life and investing as learning as much as he can and reads between 600-1,000 pages every single day. However not many people have the time or money to read for 8 hours a day and invest a few billions in the biggest companies like Warren Buffet, and it’s not a strategy that anyone can apply and find success with. And I wanted to make a video explaining how absolutely anyone can invest and become rich without taking time to read and grasp what to invest in which is why I’m super excited to share this with you. So when reading the Berkshire Hathaway Annual report of 2013, one of the most interesting paragraphs I found was on page 20 where he gave a very simple and straightforward advice about investing. He says “My money is where my mouth is: What I advise here is essentially identical to certain instructions I’ve laid out in my will. So in his will he’s demanded that future of his family's money money should be invested such as this: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund.” And he finishes it off by stating “I believe the trust’s long-term results from this policy will be superior to those attained by most investors” I told you it was straight forward. Don’t try to outplay the market but instead play with it. No man or machine can predict the ups and downs of the market, well except for Warren Buffett, so it would be foolish to try to beat it when you can simply join it. The very same formula was also mentioned in Tony Robbins book money master the game and index funds really seems to be the future of investments because the market will always rise in long term, and that’s essentially what you invest in - the market. The S&P 500 contains all the 500 largest companies that trade on NYSE and Nasdaq. Instead of picking stocks individually, you can now own a piece of all of the biggest companies such as Apple, Microsoft and Google. And investing in an index fund is very secure since a single company might go bankrupt, however the market will not. And you don’t have to stick to only the U.S market but could invest in the european and asian markets that’s also doing very well and you can even invest in global index funds to own a part of the biggest companies in the world. And for the other 10 %, the short-term government bonds is a very low risk low cost alternative that is also offered by vanguard amongst others. Short-term bonds are very attractive to investors because of they’re very stable and consistently rising, however the return tends to be smaller. And I’ll finish it off through Warren Buffett’s words: “The goal of the non-professional should not be to pick winners but should rather be to own a cross-section of businesses that in aggregate are bound to do well.” Music: Life of Riley by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1400054 Artist: http://incompetech.com/
Views: 1410381 Primed
Alpha and beta are both risk ratios that investors use as a tool to calculate, compare and predict returns. You are most likely to see alpha and beta referenced with mutual funds. Both measurements utilize benchmark indexes, such as the BSE Sensex, and compare them against the individual security to highlight a particular performance tendency. Alpha is a measure of an fund's performance compared to a benchmark. It's a mathematical estimate of the return, based usually on the growth of earnings per share. Beta, on the other hand, is based on the volatility—extreme ups and downs in prices or trading—of the stock or fund, something not measured by alpha. But beta, too, is compared to a benchmark. To understand in detail, please watch the video Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Views: 36063 Yadnya Investment Academy
What is a REIT or Real Estate Investment Trust? How Equity REIT and Mortgage REIT work? SEBI REIT Regulations in India? Explained in Hindi. REITs work like mutual funds through which a retail investor can invest in Class A Commercial Property - Office Space, Malls, Hotels etc. Also check video on Infrastructure Investment Trust: https://youtu.be/q_TKZUlBrV8 REIT या रियल एस्टेट इन्वेस्टमेंट ट्रस्ट क्या होता है? एक रियल एस्टेट इन्वेस्टमेंट ट्रस्ट की तरह से काम करता है? इंडिया में REIT से जुड़े नियम क्या हैं? समझने के लिए इस वीडियो को आखिर तक देखें। Share this Video: https://youtu.be/sYFO7Gh60Hk Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is REIT or real estate investment trust? What is the concept of REIT? How real estate investment trust in India works? How to invest with REIT or real estate investment trust? Is REIT same as mutual funds? What is mortgage REIT? What is hybrid REIT? What rules and regulations related to REIT in India? What are SEBI defined Regulations related to real estate investment trust? What are REIT taxation rules? How to invest in real estate in India with REIT? What is the minimum amount one can invest in real estate with REIT? What are the benefits of investing in real estate with REIT? What are the risks of investing in real estate trusts in India? How much returns to expect from REIT investments? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Twitter - http://twitter.com/assetyogi Instagram - http://instagram.com/assetyogi Linkedin - http://www.linkedin.com/company/asset-yogi Google Plus – https://plus.google.com/+assetyogi-ay Facebook – https://www.facebook.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Hope you liked this video in Hindi on “Real Estate Investment Trust (REIT)”.
Views: 14025 Asset Yogi
OMG wow! I'm SHOCKED how easy clicked here http://www.MBAbullshit.com for CAPM or Capital Asset Pricing Model. This is a model applied to indicate an investor's "expected return", or how much percentage profit a company investor ought to logically demand to be a "fair" return for making investments into a company. http://mbabullshit.com/blog/2011/08/06/capm-capital-asset-pricing-model/ To find this, yet another question can be queried: Just how much is the sound "decent" percentage % profit that a financier should probably receive if he invests in a business (having comparatively high risk) in contrast to putting his money in government bonds which might be regarded to be "risk free" and instead of putting his hard earned cash in the general share market presumed to offer "medium" risk? Visibly, it is almost only "fair" that in fact the investor receives a gain higher compared to the government bond percentage (due to the reason that the solitary enterprise possesses higher risk). It's moreover only just that he should expect a return larger than the broad stock exchange yield, because the specific business enterprise has higher risk compared to the "medium risk" general stock market. So just as before,how much exactly should this investor fairly receive as a smallest expected return? This is where the CAPM Model or Capital Asset Pricing Model comes in. The CAPM Formula includes all these variables simultaneously: riskiness of the individual firm depicted by its "beta", riskiness of the universal stock market, rate of interest a "risk free" government bond would give, as well as others... and then spits out an actual percent which your investor "should be allowed" to take for investing his or her hard earned money into this "riskier" single firm. This particularly exact percent is known as the "expected return", given that it can be the yield that he should "expect" or require to obtain if he invests his hard earned cash into a specific firm. This precise percentage is known as the "cost of equity". The CAPM Model or CAPM Formula looks something like this: Expected Return = Govt. Bond Rate + (Risk represented by "Beta")(General Stock Market Return --Govt. Bond Rate) Utilizing this formula, you are able to see the theoretically exact rate of return theindividual business enterprise investor ought to reasonably expect for his or her investment, if the CAPM Model or Capital Asset Pricing Model is to be held. http://www.youtube.com/watch?v=LWsEJYPSw0k What is CAPM? What is the Capital Asset Pricing Model?
Views: 508673 MBAbullshitDotCom
Financial Markets (2011) (ECON 252) Professor Shiller introduces basic concepts from probability theory and embeds these concepts into the concrete context of financial crises, with examples from the financial crisis from 2007-2008. Subsequent to a historical narrative of the financial crisis from 2007-2008, he turns to the definition of the expected value and the variance of a random variable, as well as the covariance and the correlation of two random variables. The concept of independence leads to the law of large numbers, but financial crises show that the assumption of independence can be deceiving, in particular through its impact on the computation of Value at Risk measures. Moreover, he covers regression analysis for financial returns, which leads to the decomposition of a financial asset's risk into idiosyncratic and systematic risk. Professor Shiller concludes by talking about the prominent assumption that random shocks to the financial economy are normally distributed. Historical stock market patterns, specifically during crises times, establish that outliers occur too frequently to be compatible with the normal distribution. 00:00 - Chapter 1. Financial Crisis of 2007-2008 and Its Connection to Probability Theory 05:51 - Chapter 2. Introduction to Probability Theory 09:58 - Chapter 3. Financial Return and Basic Statistical Concepts 26:29 - Chapter 4. Independence and Failure of Independence as a Cause for Financial Crises 38:58 - Chapter 5. Regression Analysis, Systematic vs. Idiosyncratic Risk 58:59 - Chapter 6. Fat-Tailed Distributions and their Role during Financial Crises Complete course materials are available at the Yale Online website: online.yale.edu This course was recorded in Spring 2011.
Views: 202638 YaleCourses
Net Present Value or NPV concept & calculation method in Excel explained in Hindi. NPV is an important valuation metric to evaluate a project, business, franchise or an investment opportunity. It is also used in Discounted Cash Flow method to value a company. It is used along with IRR (Internal Rate of Return) to evaluate an investment. Net Present Value is based on the concept of Time Value of Money where we calculate the present value of future cash flows (future value). Related Videos: Internal Rate of Return (IRR) - https://youtu.be/x6eXfx2Tv-w Time Value of Money - https://youtu.be/Pazp1b2LhAQ Present Value - https://youtu.be/pxm-5MBO2dg Present Value of an Annuity - https://youtu.be/0giLqLyijtc एक्सेल में नेट प्रेजेंट वैल्यू या एनपीवी का कांसेप्ट और कैलकुलेशन मेथड इस वीडियो में हिंदी में समझिये। एनपीवी किसी प्रोजेक्ट, बुज़ीनेस, फ्रेंचाइज़ी या इन्वेस्टमेंट ओपोर्च्युनिटी की वैल्यूएशन करने के लिए एक महत्वपूर्ण वैल्यूएशन मीट्रिक है। इसे किसी कंपनी की वैल्यूएशन के लिए डिस्काउंटेड कैश फ्लो मेथड में भी उपयोग किया जाता है। किसी इन्वेस्टमेंट का वैल्यूएशन करने के लिए इसका उपयोग आईआरआर (Internal Rate of Return) के साथ किया जाता है। नेट प्रेजेंट वैल्यू टाइम वैल्यू ऑफ़ मनी के कांसेप्ट पर आधारित है जहां हम फ्यूचर कॅश फ्लो (फ्यूचर वैल्यू) के प्रेजेंट वैल्यू की गणना करते हैं। Share this Video: https://youtu.be/SpHIBfPGwx8 Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is net present value? What is the purpose of net present value? Why net present value calculation is used? How to calculate net present value? What is the calculation formula for net present value? What is the method of NPV calculation? How to evaluate a project, business, franchise or an investment opportunity with net present value method? What is discounted cash flow method? What is DCF and IRR (Internal Rate of Return) and how they are used? What is terminal cash flow? How net present value is calculated for a project, business or franchise? How net present valuation method is used to evaluate an investment opportunity? What is discount rate? How to evaluate the value of a company? What is the valuation method for projects, business, company, franchise and investment opportunity? How to calculate net present value in a Microsoft Excel sheet or Google spreadsheet? How to evaluate the net present value of any investment? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Instagram - http://instagram.com/assetyogi Twitter - http://twitter.com/assetyogi Linkedin - http://www.linkedin.com/company/asset-yogi Facebook – https://www.facebook.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Google Plus – https://plus.google.com/+assetyogi-ay Hope you liked this video in Hindi on “Net Present Value (NPV)”.
Views: 57811 Asset Yogi
Hello, friends, today video concept is No risk fixed income with (Government bonds) investment.
Views: 5022 Trading Chanakya
This is Steve Down and today I’m in Chicago at the former Sears Tower; now called the Willis Tower. In August 1999, French climber “Spiderman” Robert, using only his bare hands and bare feet, scaled the building’s exterior glass and steel wall all the way to the top of the 108 floors. A thick fog settled in making the climb slippery. When it comes to creating wealth its unnecessary for you to take the same slippery risk as the urban Spiderman. Today’s Wealth Wakeup Call is this: You can maximize your return on investment without taking unnecessary risk! Never forget Warren Buffet’s two rules of investing. His first rule is that you never place your investment where you can lose it. His second rule is that you never break the first rule! In August 1999, French urban climber Alain "Spiderman" Robert, using only his bare hands and bare feet, scaled the building's exterior glass and steel wall all the way to the top. A thick fog settled in near the end of his climb, making the last 20 stories of the building's glass and steel exterior slippery. The word risk is the most misunderstood word in the investor’s vocabulary. Most investors associate the word risk with the word gambling. Gambling is a transaction where the math works against you. Risk, on the other hand, is a transaction where the math works in your favor. Risk provides one the opportunity to gain a desired reward. Everyone likes the idea of minimizing risk while, at the same time, maximizing reward. The real question is, “How is it done? How do you, in a practical way, minimize your potential risk while at the same time maximize your potential reward?” Such an answer does exist. The answer is found in having a basic understanding of the Risk and Reward Paradigm contained in The Miracle of Wealth philosophy. The Risk and Reward Paradigm is a model that can be used to analyze practically any investment worth analyzing. You become your own analyst! Investing then becomes mathematical rather than emotional! You can learn more by downloading your free Miracle of Wealth CD at: http://www.miracleofwealth.net. Gain a thorough understanding of The Risk and Reward Paradigm; then, you’ll be at a point of selecting or structuring suitable investment vehicles that match both your risk tolerance and your wealth goals. Never forget that the intelligent investor will always minimize risk and maximize reward. Now go out there and create wealth!
Views: 265 Financially Fit
his video is part of a series of lectures that comprise an MBA level course in Corporate Finance. The lectures build on concepts and principals developed in previous lectures and, therefore, are best viewed in sequence. However, each lecture is divided into topics which can provide students (MBA and advanced undergraduates) with a helpful review of a specific topic. Persons preparing to take the CFA Exams will also find these lectures useful. The course consists of the following video lectures: 1. Investment Decisions and the Fundamentals of Value. 2. Financial Statements and Cash Flow (5 parts) 3. Discounted Cash Flow Valuation (6 parts) 4. Investment Decision Rules (5 parts) 5. Making Capital Investment Decisions (2 parts) 6. Valuation of Bonds (4 parts) 7. Stock Valuation (3 parts) 8. Lessons from Capital Market History (3 parts) 9. Risk and Return (3 parts) 10. CAPM (3 parts) 11. Risk and Capital Budgeting (3 parts) 12. Capital Budgeting Analysis (3 parts)
Views: 26941 shszewczyk