Financial Modeling Data Collection & Integration Graph Rates of Return

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Presentation transcript:

Financial Modeling Data Collection & Integration Graph Rates of Return Efficient Portfolio Frontier Regression CAPM Vitex.xls

Finance Ribbon Use the Finance Ribbon Download Ribbon.xlam from the website (use firefox or chrome, explorer changes this to an .xlsm file) Save as Finance.xlam on your own computer or on your USB Open Finance.xlam whenever you open Excel

Best Practice Color coding is found in the finance ribbon Rule #3: Always color code. Color coding is found in the finance ribbon Titlebar and Subtitlebar Finance Blue (raw data & other inputs) Finance Green (relayed data) Black/ White / Red

Best Practice A professional model is submitted Rule #15: Submit the file to open at 100% focused to A1 on the front page. A professional model is submitted open to the top tab focus in cell A1 in each tab View size at 100%

Data Collection

Data Collection Collect Data on Assigned company (BRK-B) Diversifying company (LLY) Market Proxy (S&P500) 3 month T-Bill over assigned period (June 2007 – June 2010)

Data Collection Prepare spreadsheet

Data Collection Equity Use Yahoo! Finance Historical Data Specify monthly Remember that 36 months of return requires 37 months of data Download Data to excel

Download to spreadsheet Data Collection 7 Download to spreadsheet © Oltheten & Waspi 2012

Data Collection Open the spreadsheet and copy the first six columns of data (not the headers) (Ctrl+c) Note that Yahoo lists the first trading day of the month even though the data is monthly

This is input: format it in blue Data Collection Paste (Ctrl+v) into your prepared spreadsheet and format This is input: format it in blue footnote

Data Collection BRK-b pays no dividends, but it did have a 50:1 split in January 2010 © Oltheten & Waspi 2012

Data Collection LLY pays dividends © Oltheten & Waspi 2012

Data Collection S&P 500 footnote © Oltheten & Waspi 2012

Data Collection FRED Download from FRED (Federal Reserve Economic Data) © Oltheten & Waspi 2012

Data Collection © Oltheten & Waspi 2012

Data Collection Sort Z->A so that the dates match the most-recent-date-on-top format that you need © Oltheten & Waspi 2012

Data Collection Interest rates 0.05 means 0.05% per year footnote

Data Integration

Define 1 share as at end of period (June 2010) Data Integration Define 1 share as at end of period (June 2010) =IF($J3>0,$I2*$J3,$I2) The price of $3,214.00 represents the price of 50 shares as currently defined © Oltheten & Waspi 2012

Define 1 share as at end of period (June 2010) Data Integration Define 1 share as at end of period (June 2010) =IF($T3>0,$S2*$T3,$S2) The price of $40.27 represents the price of 1 share as currently defined © Oltheten & Waspi 2012

dates align across rows Format Rule #6: Format for ease of use. titles and subtitles dates align across rows decimal places line up © Oltheten & Waspi 2012

Data Collection