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29d ago in General discussion
Is your investing strategy Good Enough? Sharpe Ratio Explained with Excel Formulas and Examples
There's a saying that most people are unable to beat S&P 500.
This is why learning how to calculate whether your investing strategy can beat the market is important.
Sharpe ratio measures excess return divided by each unit of risk you take.
If you achieve a high return but you take a lot of risk, it doesn't make it a great strategy (low Sharpe ratio).
If you achieve a high return and you take very little risk, then it is a great strategy (high Sharpe ratio).
In this video, I provide you with examples, benchmarks, and Excel formulas on how to calculate your own Sharpe ratio.
https://youtu.be/8R04Q2k7JCQ
Cheers,
Eric
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Eric Seto
Chartered Professional Accountant (CPA)
Chartered Investment Manager (CIM)
Founder of 5MinInvesting.com
Free webinar - how to get 30%: https://5mininvesting.com/free-case-study/
In April, my goal is to help 20 people without a financial background to master investing.
Investing Accelerator is designed for people without a financial background.
The goal is to achieve 30% return per year.
In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth.
In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals.
If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get 30% per year.
During the call, we will map out exactly how you can achieve 30%, what you are lacking, how you can improve.
If you have any questions about the program, you can ask during the call as well.
Schedule a call here: https://bit.ly/48mJlgR
Remember to go to the Classroom tab for additional investing resources.
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Eric Seto
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Is your investing strategy Good Enough? Sharpe Ratio Explained with Excel Formulas and Examples
Investment & Retirement Strategies for busy full-time professionals. Long-term investing & Monthly Passive income ideas.
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