Articles belonging to ‘Spreadsheet Corner’

Deconstructing ROE: DuPont Analysis

First Quarter 2012 by Wayne A. Thorp
How to use two formulas created by DuPont to analyze a firm’s return on equity.

Mean Variance Optimization: Multi-Asset Portfolio

Fourth Quarter 2011 by Wayne A. Thorp
Using the Solver function in Excel to test scenarios that minimize risk or maximize return in a multi-asset portfolio.

Mean Variance Optimization

Third Quarter 2011 by Wayne A. Thorp
Setting up an Excel spreadsheet to optimize the risk-return makeup of a simple two-stock portfolio.

Value Averaging Spreadsheet

Second Quarter 2011 by AAII Staff
A spreadsheet from AAII for setting up a value averaging program, which helps you smooth out share price ups and downs. Click here to download the spreadsheet.

A Simple Valuation Spreadsheet

First Quarter 2011 by AAII Staff
AAII’s valuation spreadsheet offers an easy-to-follow, systematic format for valuing a stock.

Automating the Henning Technical-Momentum Trading System

Fourth Quarter 2010 by Wayne A. Thorp
Using a spreadsheet template to automatically collect the data needed for Henning’s technical approach.

Using a Spreadsheet to Construct Moving Averages

Third Quarter 2010 by Wayne A. Thorp
A spreadsheet from AAII for calculating three types of moving averages and generating buy and sell signals from them.

Using Excel Web Queries to Retrieve Data

Second Quarter 2010 by Wayne A. Thorp
Using Excel Web Queries to Retrieve Data A step-by-step guide to using Excel to import data from the Web into a spreadsheet for manipulation and analysis.

Roth IRA Conversion

First Quarter 2010 by Wayne A. Thorp
A spreadsheet from AAII for calculating whether or not it is beneficial for you to convert your traditional IRA to a Roth IRA in 2010.

XLQ: Excel Spreadsheet Add-In

Fourth Quarter 2009 by Wayne A. Thorp
A program from QMatix that allows you to retrieve free end-of-day price and volume data as well as subscription-based real-time data.

Valuing Stocks the Warren Buffett Way

Third Quarter 2009 by Wayne A. Thorp
Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett's valuation models.