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Stock Portfolio

The document outlines steps for creating a stock portfolio. It involves calculating beta values for 30 BSE-listed stocks using a SLOPE function in Excel. Stocks with a beta over 1 are analyzed for CAGR over a time period using financial data. Stocks with CAGR over 20% have their EBITDA growth rates calculated, and those over 5% are considered for the investment portfolio.

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Sahil Singla
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46 views6 pages

Stock Portfolio

The document outlines steps for creating a stock portfolio. It involves calculating beta values for 30 BSE-listed stocks using a SLOPE function in Excel. Stocks with a beta over 1 are analyzed for CAGR over a time period using financial data. Stocks with CAGR over 20% have their EBITDA growth rates calculated, and those over 5% are considered for the investment portfolio.

Uploaded by

Sahil Singla
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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STOCK PORTFOLIO

By Group 9 Members: Piyush Upmanyu Ravi Rathi Prince Kumar Jonathan Antony Sahil Singla Shubham Daseda Sunny Jaiswal

STEPS FOR CREATING A PORTFOLIO


Calculation:

BETA VALUE:

Add the 30 stocks listed in BSE to the sheet BSE in the excel file. Calculate the beta value of the stocks in the sheet BETA VALUE using the SLOPE function SLOPE function =SLOPE(range of % change of equity, range of % change of index).

USING BETA VALUE:

Added all those stocks which have beta value > 1 in new sheet named BETA VALUE>1 The financial performance of the companies of the stocks is included in the sheet BS

CALCULATING CAGR:

In the sheet CAGR, the CAGR is calculated for the stocks whose beta value is greater than 1 using the data in the sheet BS
CAGR = [(Final sales/Initial sales)^(1/Time period)] 1

EBITDA:

In the sheet EBITDA, add all the stocks whose beta value is greater than 1 and CAGR is greater than 20% Calculate the EBITDA growth rate for the stocks using the formula EBITDA growth rate = Change in EBITDA/Initial EBITDA All stocks whose EBITDA growth rate is greater than 5% are added to the sheet Investment sheet.

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