This academic casework analyzes a stock investment portfolio using Excel. The project compares selected Vietnam and Australia stocks across current value, industry allocation, historical returns, volatility, and risk-return characteristics.
The workbook uses Excel tables, pivot tables, charts, and dashboard views to summarize portfolio performance and support investment review.
- Microsoft Excel
- Pivot Tables
- Charts
- Basic statistical metrics
- Data visualization
| Sheet | Purpose |
|---|---|
| Portfolio_Dashboard | Main portfolio dashboard and visual summary |
| Investment_Plan | Existing and planned investment allocation |
| Historical_Prices | Historical stock price and return data |
| Annual_Return_Pivot | Annual return summary by stock |
| Selected_Return_Pivot | Focused return comparison for selected stocks |
| Risk_Return_CV_Analysis | Average return, standard deviation, and coefficient of variation analysis |
| Return_Distribution | Return distribution and frequency analysis |
| Portfolio_Allocation | Stock value and industry allocation summary |
The project uses the following portfolio metrics:
- Current investment value
- Average return
- Standard deviation
- Coefficient of variation
- Industry allocation
- Yearly return patterns
- Planned investment units
This project demonstrates the ability to:
- Organize financial data in Excel
- Build pivot-table-based summaries
- Compare stock performance across years
- Analyze return and volatility
- Use coefficient of variation for risk-return comparison
- Present investment data through dashboard visuals
The Excel workbook may not preview directly on GitHub due to file size. Please download the workbook or view the screenshots above.