3. Historical Data
Picking up from the previous chapter, now that we have our excel sheet set up, we will extract the data from the annual report to...
2. Excel workbook setup
2.1 – Selecting a company I never expected such a tremendously positive response for the previous chapter. I’m a bit overwhelmed, and I also get...
1. Introduction to Financial Modelling
1.1 – Unusual approach We are all living in a very uncertain and unprecedented time. Covid 2nd wave has been brutally devastating and has caused a...
32. Personal finance review (Part 2)
32.1 – Investments This is the sexiest part of the personal finance journey and one that most people focus on. The amount of time people...
31. Personal finance review (Part 1)
31.1 – Overview It’s a new year, and that means it’s time to review your personal finances. Most tips about reviewing personal finances tend to...
30. Basics of Macro Economics
30.1 – Why macroeconomics? The module on Personal Finance has come a long way with over 30 chapters. I can easily think of another 10...
29. Exchange-traded funds (ETF)
Please note, this is a guest chapter, and I’ve not authored this. This chapter on ETFs is authored by my colleague, Bhuvan. However, I’ll try...
28. Asset Allocation, An Introduction
Like this previous chapter, this chapter is too is a guest chapter. We are honoured to have this super important chapter authored by Shyam, who runs Stockviz....
27. Smart-beta funds
27.1 – Overview Before we get started with this chapter, I need to inform you that this chapter (and the chapter on Index funds) is...
26. The Mutual Fund Portfolio
26.1 – Assumptions We have reached a stage where we have discussed almost everything related to Mutual funds, leaving us with the last crucial bit,...