I need to determine value of a diminishing portfolio over a period of time...
(3yrs - 5yrs - 10yrs - 15yrs)
- the portfolio will hold one investment - "FIE"
- the portfolio will hold 70,000 shares (@$7.00 each) = $490,000.00
- FIE is valued @ $7.00/share and shall remain constant for this model
- FIE pays a dividend of $.04 / share monthly
- withdraw $4000.00 monthly from the portfolio - consisting of dividend + sale of shares to achieve $4000.00 (therefore the next month - amount of shares available is reduced
- need to know value of portfolio for 3, 5 ,10, 15 yrs and indicate shares remaining
Greetings! I have put together a table with all formulas. The value of portfolio for 3, 5 ,10, 15 yrs and shares remaining is readily available now. If you can initiate a chat, I can share the same immediately. You Daha Fazla
Bu iş için 24 freelancer ortalamada $43 teklif veriyor
I am a qualified professional accountant, APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting t Daha Fazla
Hi, I am an Excel expert and can create easy-to-use financial model for you to determine valuation of the diminishing portfolio over the period as described by you. Please take a look at my portfolio of Excel mod Daha Fazla
Please review my profile as i have relevant skills and experience required for this project. Kindly send me a message to discuss further. Thanks, Asad Khan
Greetings! I am qualified accountant and financial analyst with ten years of experience. Please PM to discuss. Thank you.
Hi, I am good with investment analysis and I can estimate the value of the equity (portfolio) for the given period. Please feel free to contact. Thank you! Regards, Nagaraju
Hello, I'm happy to prepare this spreadsheet to help you forecast your portfolio. Thank you, Keegan
Expert in; Financial analysis . Valuation . Financial Planning . Stock Valuation . The work will take 5 days for appropriate due diligence, accurate model selection .
I am a chartered accountant and thus holding expertise in finance domain. Also, i am currently working in portfolio management company. Thus keeping in mind the requisite qualification, you can allot the project to me.
Hi, I have previous experience in Portfolio management in excel. Myself is an investor at DSE (Dhaka Stock Exchang) here in Bangladesh and I maintain my Portfolio myself. Relevant Skills and Experience My Skills are: Daha Fazla
I have passed CFA Level 1 examination and this model is what I am doing every day. It can be easily done in Excel, so You will get the model (XLSX file) in 10 hours from the moment you award me this project.