Video Tutorial: Excel Modules 13 & 14
Two modules in one video. Work through them in order.
Portfolio Analysis
- Measuring portfolio performance over time
- Calculating returns, weightings, and diversification
- Comparing holdings against benchmarks
- Visualizing portfolio data with charts
Valuation Models
- Building discounted cash flow models
- Calculating intrinsic value in Excel
- Using multiples-based valuation approaches
- Stress-testing assumptions and outputs
💡 Tips for This Video
- Have Excel open and follow along as you watch
- Pause after each concept and try it yourself before moving on
- In Module 14, try building a valuation model for a company you already follow
Try it with a real example
Open the example. Open Apple’s prefilled SEC filings. Enter two years of operating cash flow in Excel, make a simple year-over-year chart, and test a hypothetical 10% lower cash-flow assumption in a separate valuation scenario. Label your assumptions.
Key takeaways
- Portfolio weights need a defined and consistent total.
- Valuation outputs depend on their assumptions.
- Trace source cells and units before comparing model results.
Check your understanding
Answer each question, then open the explanation.
1. What defines a holding’s portfolio weight?
Show answer and why
Answer: Its value relative to the total value used for the portfolio.
Why: Check which holdings and cash are included in that denominator.
2. Can a valuation model output be treated as an observed market fact?
Show answer and why
Answer: No. It is an estimate based on inputs and assumptions.
Why: Changing growth or discount assumptions can change the estimate.
3. What should you check when two workbook results disagree?
Show answer and why
Answer: Their source cells, formulas, units and assumptions.
Why: Different definitions can explain a difference without either calculation containing an arithmetic error.
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
