Portfolio Performance Evaluation
nemo123
PerformanceEvaluationTemplate.xlsxSheet1
| Performance Evaluation |
| Random Portfolio Gary Porter: Gary Porter: One table for each of: Random Value Top Down |
| Company |
| Ticker |
| Sector |
| Industry |
| Date purchased Price |
| Close 11/27/2020 |
| Dollar Change |
| Dividend |
| HPR |
| Treasury rate |
| Treynor |
| Significant Measures Gary Porter: Gary Porter: These are examples. Use only those relevant to a specific portfolio |
| Beta |
| EPS TTM |
| Forward Earnings |
| Market Cap ($bil) |
| PEG |
| Index ETF date purchased Gary Porter: Gary Porter: Each column contains relevant sector return |
| Index ETF Nov 27 |
| Sector HPR |
| +/- Sector HPR |
| Portfolio HPR |
| S&P 500 Date Purchased |
| S&P 500 Nov 27 |
| S&P 500 HPR |
| +/- S&P 500 HPR Porter, Gary: Porter, Gary: Difference between your portfolio and the S&P 500 |
| Average Beta |
| Treasury rate |
| Portfolio Treynor |
| S&P 500 Treynor |
| +/- S&P 500 Treynor |
