investment projection spreadsheet 2

  Рет қаралды 661

Sergio Garcia, PhD

Sergio Garcia, PhD

Күн бұрын

This video is Part 2 of "Building out an Investment Projection Spreadsheet. It includes an additional couple of features that may make the decision making process easier for you in the end.
The original video will show you how to build out a rudimentary spreadsheet to help estimate future investment forecasts. It can be found at: • Building out an Invest...
It is built on an annual (year-by-year) basis and should not be used for precise forecasts. The idea is to build out a first model and then you can do whatever you want with it later.
This is a rough Future Value (FV) calculation model and will be imprecise given our violation of basic input compounding. For example, there is an obvious conflict between making monthly contributions and assessing those contributions on an annual basis. Let this spreadsheet get you started and then build yours out as you see fit.

Пікірлер: 2
@mohammedissaq7832
@mohammedissaq7832 Ай бұрын
Hello, Dr. Garcia. I work in a government facility as an accountant of contracts and expenses. The nature of my work requires me to make a record of the contractors' monthly payments. As you know, monthly payments come from different locations, each site has a referral decision, a purchase order is different from the other, and there are fines for the contractors. Can you give us a record of them through Excel ? I would be thankful ❤
@HerbShoufler
@HerbShoufler 2 ай бұрын
Just watched your Part 2. Is there a formula to add a percent factor to contributions and withdrawals if you want to increase those to keep up with inflation? i.e. 1st year contribution $300 per month, 2nd year contribution $309 per month and so on. The same thing with withdrawals, if you want that to increase by 3 or 4% each year.
Building out an Investment Projection Spreadsheet
13:58
Sergio Garcia, PhD
Рет қаралды 2,3 М.
Diamond Data and Storytelling
16:59
Sergio Garcia, PhD
Рет қаралды 513
Стойкость Фёдора поразила всех!
00:58
МИНУС БАЛЛ
Рет қаралды 4,2 МЛН
Крутой фокус + секрет! #shorts
00:10
Роман Magic
Рет қаралды 22 МЛН
How to Move Data Automatically Between Excel Files
11:37
Kenji Explains
Рет қаралды 128 М.
How I'd Learn Data Analytics in 2024 (If I Had to Start Over)
14:08
CareerFoundry
Рет қаралды 806 М.
10 Excel Formulas That Will Set You Apart (+Cheat Sheet)
18:04
MyOnlineTrainingHub
Рет қаралды 282 М.
This is how I ACTUALLY analyze data using Excel
24:05
Mo Chen
Рет қаралды 224 М.
Building a Mortgage Calculator in Excel with Amortization Table
25:18
Sergio Garcia, PhD
Рет қаралды 39 М.
3 Essential Excel skills for the data analyst
18:02
Access Analytic
Рет қаралды 1,5 МЛН
How I Would Learn to be a Data Analyst
12:30
Luke Barousse
Рет қаралды 1,5 МЛН
TOP 10 Excel Formulas to Make You a PRO User
17:00
Kenji Explains
Рет қаралды 772 М.
Datasets: Exploratory Techniques
14:03
Sergio Garcia, PhD
Рет қаралды 173