Weigand, Robert A.

Applied Equity Analysis and Portfolio Management, + Online Video Course: Tools to Analyze and Manage Your Stock Portfolio

Weigand, Robert A. - Applied Equity Analysis and Portfolio Management, + Online Video Course: Tools to Analyze and Manage Your Stock Portfolio, ebook


Ebook, ePUB with Adobe DRM
ISBN: 9781118819203
DRM Restrictions

Printing30 pages with an additional page accrued every day, capped at 30 pages
Copy to clipboard5 excerpts

A "hands-on" guide to applied equity analysis and portfolio management

From asset allocation to modeling the intrinsic value of a stock, Applied Equity Analysis and Portfolio Management + Online Video Course offers readers a solid foundation in the practice of fundamental analysis using the same tools and techniques as professional investors. Filled with real-world illustrations and hands-on applications, Professor Weigand's learning system takes a rigorous, empirical approach to topics such as analyzing the macro-finance environment, sector rotation, financial analysis and valuation, assessing a company's competitive position, and reporting the performance of a stock portfolio.

Unlike typical books on this subject—which feature chapters to read and exercises to complete—this resource allows readers to actively participate in the learning experience by completing writing exercises and manipulating interactive spreadsheets that illustrate the principles being taught. The learning system also features instructional videos that demonstrate how to use the spreadsheet models and excerpts from the author's blog, which are used to depict additional examples of the analysis process. Along the way, it skillfully outlines an effective approach to creating and interpreting outputs typically associated with a top-down money management shop — including a macroeconomic forecasting newsletter, detailed stock research reports, and a portfolio performance attribution analysis.

  • Covers topics including active and passive money management, fundamental analysis and portfolio attribution analysis
  • Companion streaming videos show how to use free online data to create yourown analyses of key economic indicators, individual stocks, and stock portfolios
  • A valuable resource for universities who have applied equity analysis and portfolio management courses

Practical and up-to-date, the book is an excellent resource for those with a need for practical investment expertise.

Keywords: robert a. weigand; robert weigand; applied equity analysis and portfolio management; applied equity analysis, portfolio management; investment instruments; capital markets; behavioral finance; international investing; macroeconomic forecast; portfolio performance attribution analysis; portfolio performance analysis; trading recommendations; dividend discount model; financial statement forecasting; financial ratio analysis; financial ratio analysis report; financial analysis report; financial tools; financial analysis tools; capital IQ; financial-market-commentary.com

John Wiley and Sons, Inc.
Publication year
Wiley Finance
Page amount
336 pages
Printed ISBN

Similar titles