Understanding Excel If Statements Professionals in finance often have to deal with large datasets, complex calculations, and the need to extract meaningful insights quickly. This is where Excel's powerful IF function comes into play, allowing users to perform conditional analyses and automate decision-making processes. By understanding and leveraging the full potential of IF
Return on Capital Employed (ROCE): Formula, Analysis, and Examples The fundamental question here is: how do we assess a company’s success? It may be as simple as looking at growing revenues and market share. But profit has to come into question, not just revenue. Investors need a return, and that comes from profit.
Tech, Trump and Gold - MMT Analysis - 18-07-24 This is the second month of running our momentum portfolios and performance has already begun to diverge. On a cumulative basis both portfolios are ahead of the MSCI World, but we can already see the volatility in this strategy! What are the factors driving
Market Momentum Tracker Analysis - 24-06-24 Following our initial blog, we’ve started setting up monthly portfolios. The approach we took was to make it diversified – taking top performers from four different segments to reduce volatility. This presents real problems at the moment as momentum is so concentrated in technology. This feeds through to
Capital Asset Pricing Model (CAPM): Definition, Formula, and Examples The Capital Asset Pricing Model (CAPM) i has significantly influenced the way investors evaluate and price assets. Developed in the 1960s by William Sharpe, John Lintner, and Jan Mossin, the CAPM provides a framework for understanding the relationship between risk and expected returns on
Market Momentum Tracker Analysis - 28-05-24 Sector Momentum ranking 1 = sector with most funds in top 100 performers The table shows which category of funds- in this case UK Equity Income- had the largest proportion of funds in the top one hundred performers over the last four weeks. This is “rank 1”.
Weighted Average Cost of Capital (WACC): Formula, Analysis, Examples The Weighted Average Cost of Capital (WACC) is a key component in discounted Cash flow valuation (or “DCF” for short). In a nutshell it is the market-value weighted average AFTER-TAX cost of debt and equity of a company. DCF is one the two most
Momentum Investing and the Market Momentum Tracker At Capital City Training, we’ve been looking into the concept of momentum investing, its history, practice and whether it actually works or not! With momentum investing, the idea is simple: buy what has performed well, then hold it until it stops performing. One the most well-known
Debt-to-Equity Ratio: Formula, Analysis and Examples In financial analysis, the debt-to-equity ratio (D/E ratio or “gearing” as it is known in the UK) is an important financial risk metric that provides valuable insights into a company's financial health. This ratio is one of a group used by analysts, and creditors to assess the
Free Cash Flow (FCF): Formula, Analysis, Examples There are numerous metrics and ratios used to evaluate a company's financial performance and prospects. One such metric with significant importance is free cash flow (FCF). It serves as a valuable indicator of a company's ability to generate cash and fund its growth initiatives, pay dividends,
