Video Tutorial: Excel Modules 13 & 14

Two modules in one video. Work through them in order.

Quick Answer

What Do Excel Modules 13 and 14 Cover?

Excel Modules 13 and 14 explain how to analyse portfolio performance and estimate the value of an investment. They cover returns, portfolio weightings, diversification, benchmark comparisons, discounted cash flow models, valuation multiples and intrinsic value calculations. These skills help investors evaluate how a portfolio is performing and test whether a company may be overvalued or undervalued.

Module 13: Portfolio Analysis Module 14: Valuation Models
Excel Modules 13 & 14: Complete
Module 13

Portfolio Analysis

  • Measuring portfolio performance over time
  • Calculating returns, weightings, and diversification
  • Comparing holdings against benchmarks
  • Visualising portfolio data with charts
Module 14

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
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