Stock Portfolio Performance Evaluation
Budget: $10 – $30 AUD
I'm seeking a detailed analysis on my historical stock trading.
I have the trades and the historical stock prices.
I would like you to determine the compound annual return of the portfolio.
Also evaluate the risk / reward metrics of the portfolio including volatility, beta, sharpe ratio and sortino ratio.
There have been 80 trades over the last 6 years.
Skills & Experience Required:
- Expertise in financial analysis and portfolio management
- Proficiency in calculating and interpreting performance metrics
- Ability to provide insightful analysis on risk-reward metrics
- Familiarity with stock market dynamics
The final report should be provided in an Excel file.
I have the trades and the historical stock prices.
I would like you to determine the compound annual return of the portfolio.
Also evaluate the risk / reward metrics of the portfolio including volatility, beta, sharpe ratio and sortino ratio.
There have been 80 trades over the last 6 years.
Skills & Experience Required:
- Expertise in financial analysis and portfolio management
- Proficiency in calculating and interpreting performance metrics
- Ability to provide insightful analysis on risk-reward metrics
- Familiarity with stock market dynamics
The final report should be provided in an Excel file.