Python Tutorial: Welcome to Portfolio Analysis!

DataCamp · Beginner ·🚀 Entrepreneurship & Startups ·6y ago
Want to learn more? Take the full course at https://learn.datacamp.com/courses/introduction-to-portfolio-analysis-in-python at your own pace. More than a video, you'll learn hands-on coding & quickly apply skills to your daily work. --- Welcome to this course on portfolio analysis. My name is Charlotte and I want to teach you how to analyze portfolios. Having worked as a portfolio manager in the asset management industry, I know how important it is to critically look at portfolios, in order to make the right investment decisions. In this course I will show you what to look for when analyzing portfolios, and how to create optimal portfolios for given levels of risk and return. Investing in the stock market is risky as the value of stock prices can fluctuate heavily. Because of the inherent risk involved with investing in a single stock, most professional portfolio managers diversify their investments to reduce their risk from exposure to any one company. By investing in a collection of stocks, also called a portfolio, investors typically can get a better risk-reward trade-off. So why then, do we need portfolio analysis? Well, when you invest in 1 stock, you easily can calculate the risk and possible pay-off. However, when you decide to create a portfolio of say 50 stocks, understanding even the possible pay-off, or return, becomes difficult. And how about comparing different portfolios of different size, and different lengths of history? How do you actually compare those and decide what the better investment is? That's where portfolio analysis comes in. But first let's clarify a bit of terminology. First of all, a portfolio is a collection of assets owned by an individual. Those assets can be stocks, bonds, commodities, funds etc. People sometimes use fund and portfolio interchangeably. However a fund is actually a pool of investments that is managed by a professional fund manager. Individual investors buy "units" in the fund and the fund manager invests the
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