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Portfolio Volatility in Excel | A Look at Historical Risk

Portfolio volatility measures how much and how often your investments change in value. The change can be positive or negative. By looking at the historic volatility of a portfolio in Excel, an investor can decide how comfortable they are with the potential changes in value. Everybody likes volatility. As long …

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Compound Interest Investing Spreadsheet | How Money Grows

Compounding is the 8th Wonder of the world. Compounding is the most powerful force in nature. You have heard all the catchy sayings in regards to compounding. They’re overused, but they’re right. Compounding is very powerful. Until you’re able to see compounding in action, though, its power won’t be completely …

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Short-Term Investments | Good Return on Your Money + Safety?

Updated 05/01/2021 Feedback? Let me know on Twitter. Information is pulled from numerous sources; including but not limited to Bankrate.com, Morningstar.com, and GOOGLEFINANCE (in Google Sheets). No guarantee of accuracy is made. Where to invest money to get good returns?  Inflation 2.40% Inflation Override 4.80% Investment Type Median Return Return …

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5 Support Videos for the Excel Stock Portfolio Spreadsheet [VIDEO]

Skeptical about what information to include in your stock portfolio spreadsheet? Portfolio headers – video transcript So, what information do you want to capture when you’re creating a stock portfolio spreadsheet in Excel or Sheets? I like to capture the name and symbol, of course, to identify the investment. The …

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Does Compound Interest Apply to Stocks? – Get a Better Understanding of How Stocks Create Wealth! [VIDEO]

Interested in the compound interest spreadsheet used in the video? Click here. How do you earn compound interest with stocks? Video summary Technically speaking, stocks do not earn interest. They earn dividends and capital gains. Capital gains can be very volatile. Dividends are less volatile. Ideally, dividends will grow, but …

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Compound Interest Investing in Stocks – How It Works and How You Can Earn It! [VIDEO]

Interested in the compound interest spreadsheet used in the video? Click here. Does compound interest apply to stocks? Video summary Compounding helps investments grow at an ever-increasing rate. Both assets and liabilities can compound. It can work for or against you. The more frequent the compounding, the greater the return. …

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“How Do I Make $1,000, $500, $100 a Month in Dividends?”

Monthly dividends provide reliable and consistent income. Receiving dividend income monthly is appealing because most expenses are also due monthly. Dividend investors need to know what size of portfolio is necessary to meet their income goals. How much you need to invest to make $100 a month in dividends depends …

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Is It Smart to Buy Individual Stocks? Or Mutual Funds & ETFs?

“Is it worth buying individual stocks?” If you pick the right individual stocks, they can drastically outperform indexes, mutual funds, and ETFs. However, it’s difficult and time-consuming to pick high-performing individual stocks. It also takes a bit of luck and timing. Mutual funds and ETFs are valid investing options for …

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