Class #03:  Thursday 15-Nov-2012 and Saturday 17-Nov-2012


Assignment is here:
  • Style analysis questions (updated 10-Nov-2012)
  • Fund and benchmark data for students (update 14-Nov-2012)
  • Fama-French and Rf data for students
  • Sharpe's original paper

  • Sample VBA code from in-class example
  • Font color and formatting rules (updated 14-Nov-2012)
  • Excel template (updated 14-Nov-2012)

  • Berkshire Hathaway style analyzed

  • Please send files to TA by:
      Thu Class:  Send by Thursday at 12:00 noon
      Sat Class:  Send by Friday at 9:00pm

Please bring the following file to class:
  • HF portfolio data

Clarifications, help, and hints:
  • Example making variable dates with EOMONTH and VLOOKUP
  • Dynamic charting tips
  • More Excel tricks (from a past student)

Class notes from the 1st half of class
  • Printed 1 slide per page
  • Printed 6 slides per page

Class notes from the 2nd half of class
  • Printed 1 slide per page
  • Printed 6 slides per page


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Modeling: Class 03