ETF Portfolio Analysis: From What an ETF Is to Hedging an ETF Portfolio in Excel
ETF portfolio analysis from the ground up: what an ETF is, expense ratios, bond ETFs, building an allocation, measuring alpha, beta and Sharpe, then hedging and leveraged or covered call ETFs in Excel.
- 1What Is an ETF? A Professional's Guide to Analyzing Funds in Excel
For investment professionals, understanding what an ETF fund is means having a methodology to deconstruct any fund, quantify its components, and determine portfolio suitability using Excel.
- 2Unlock the Benefits of Investing in ETFs
The main benefits of ETFs: instant diversification, low costs, intraday trading, access to many asset classes, and tax efficiency, plus the limits to keep in mind.
- 3ETF Expense Ratio: What It Is, What's Good, and How to Compare Fund Fees in Excel
An ETF expense ratio is the annual fee a fund deducts from its assets. Learn what a good expense ratio is by fund type, compare popular funds, and track fees in Excel.
- 4Bond ETFs: How They Work, Types, and How to Analyze Fixed Income Funds in Excel
How bond ETFs work: index baskets with no maturity, rate risk measured by duration, six main types, taxes, and how to compare BND, AGG, TLT and more in Excel.
- 5ETF Portfolio: Build, Analyze & Optimize Your Fund Allocation for Maximum Returns
Build an ETF portfolio in four steps: set your stock/bond allocation, pick one low-cost ETF per bucket, check overlap and risk, then rebalance on a schedule or 5% drift.
- 6ETF Portfolio Diversification: How to Build, Analyze, and Optimize a Truly Diversified Portfolio
ETF portfolio diversification requires more than picking multiple funds. Learn how to identify hidden overlap, build truly diversified allocations, and optimize your ETF portfolio using MarketXLS and FundXLS tools.
- 7ETF Risk: How to Measure Alpha, Beta, Sharpe Ratio & More in Excel
ETF risk analysis guide covering alpha, beta, Sharpe ratio, Sortino ratio, max drawdown, standard deviation, and R-squared: with step-by-step Excel implementation using MarketXLS.
- 8Hedge Portfolio with ETFs: The Complete Professional's Guide to Risk Management
Hedge portfolio with ETFs using strategic asset allocation, inverse funds, gold, bonds, and buffer ETFs. This professional guide covers every hedging method with real MarketXLS formulas and risk dashboards.
- 9ETF Strategies: Analyzing Leveraged, Inverse, and Covered Call ETFs for Professionals
ETF strategies for leveraged, inverse, and covered call funds require precise risk analysis. Learn the mechanics, risks, and MarketXLS formulas to analyze these advanced instruments like a professional.