IE Investment Club


Resource Base By the Investment Club

Our resource base is a great way to get up to speed with your investment knowledge! Here you will also find useful content for your investing activities. Our goal is to help, so if you have any questions or issues for the content below, don’t hesitate to contact us.

On this page you will find:

  1. Excel Files & Other Resources
  2. Python 3.0 Programs / Scripts
  3. Stock Pitch Preparation Material 

Excel Files & Other Resources

What you need to know before you use these files
  1. You should use these files as examples. Learn and understand how they work so that you can do it on your own!
  2. These are not official sources and their intended use is for educational purposes only, not to provide financial advice

1. DCF Model Template (Excel)

This Discounted Cash Flow model is very basic, requires a few inputs, and is great for beginners. It is quick and simple to use, which saves time and draws a vague yet solid idea about the intrinsic value of a company.

Model Extract

Screen Shot 2021-01-03 at 7.26.09 PM

2. Semiconductor Industry Valuation (Excel)

This short valuation takes a look at the biggest companies in the semiconductor industry (Nvidia, AMD & Intel) to derive their intrinsic value, found in the Discounted Cash Flow sheet.

This valuation and the model behind it are basic, hence helpful for beginners.

Valuation Extract

3. Diversification Excercise (Excel)

This exercise shows the relationship between expected return and expected standard deviation. On this file, you will be able to play with the weights of each asset in order to build your portfolio. What you will see is how the return and risk (standard deviation) of your portfolio change as you weigh in more or less risky assets.

Excercise Extract

4. Correlation Analysis (Excel)

This exercise shows the relationship between financial metrics of a company. It seeks to answer the following question: among these companies, is a high PE Ratio justified by a high EPS CAGR? If yes, the correlation will be strong, and vice versa.

Using this file is simple, just input the values in the blue cells. It is suggested to play around with the formulas so that you understand how it works and you can then build your own.

Excercise Extract

5. JP Morgan DCF Model Example (Excel)

This DCF Model example from JPMorgan (Virtual Internship material) is a great insight into how DCF models can get complicated. In essence, however, the model and its calculations are very simple, it is simply jammed with numbers as the forecast period is longer than usual. It is easy to use, simply modify the assumptions and key inputs in order to get it to work. Try to use this model as an example, and work with it to create your own model for your own valuation!

Model Extract

Screen Shot 2021-01-03 at 8.30.47 PM

Python 3.0 Programs / Scripts

What you need to know before you use these programs
  1. You need to install Anaconda here, and open the files with Jupyter Notebook (found in Anaconda)
  2. They are automated, you only have to input a few items, and the rest is done for you
  3. These are not official sources and their intended use is for educational purposes only

1. Markowitz Efficient Frontier

This program is more advanced. By taking in 4 stocks, it generates 10’000 different portfolios and outputs

  1. The most optimal portfolio (with the highest Sharpe ratio) [red star]
  2. The ‘safest’ portfolio (with the lowest standard deviation) [green star]

This program is practical because it gives you the weights for each stock (for the outputted portfolios) so that you can build your own.

Script Extract

2. Stock Return

This script collects data for x stocks for x days to produce the percentage return a stock has generated over a certain period of time. It outputs bar charts, as well as an excel file with the returns. This is very useful for stock valuations. It is simple, fast and easy to use.

Script Extract

3. Risk

Ever wondered how risky a certain stock is? With this program, you can find out. For x stocks, it finds the standard deviation over a certain period. As you may know, risk = standard deviation. The output is an excel file and a chart. This program is also very useful, fast, and easy to use.

Script Extract

4. Stock Graph

This script is very simple. It collects the data for x days for x stocks and produces a simple, neat chart. You can put as many stocks as you want. The data is normalized, meaning that every stock starts from the ‘same’ price, making it easier to compare respective performance.

Script Extract

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