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Investors: Calculate Maximum Drawdown in Excel and Monitor Live
Step by step Excel walkthrough to calculate maximum drawdown, a 19.6% worked example, and practical tips for real time portfolio monitoring.
Quarterly Checks: 2026 Debt Maturity Wall for CRE Stakeholders
Data first guide to the 2026 debt maturity wall for CRE stakeholders: run quarter by quarter checks, model hard maturities, and act by role.
Investors, Tax Rules and Enrollment for Dividend Reinvestment Plans
Understand dividend reinvestment plans: IRS tax treatment, a four step enrollment checklist, and a worked example to model reinvestment outcomes.
Days to Cover: Oracle Investors, Check the Reporting Date First
Understand how days to cover is calculated and why short interest is reported twice monthly. Use Oracle Investments' scores, alerts, and comparisons...
Stop Hidden Costs: Portfolio Turnover Rate Example and Checklist
Learn how portfolio turnover rate reduces net returns. See a worked 35% example, an investor checklist to judge funds, and tools to track tax impact.
Implied 11–12% Growth: Reverse DCF for Investors Using Excel
Extract the market's implied growth or discount rate with a spreadsheet-first reverse DCF. An 8-year, $50B worked example plus Excel Goal Seek steps.
Analysts: 10% Trigger for Customer Concentration Risk, HHI and AR KPIs
Measure and manage customer concentration risk with percent share, HHI, and AR KPIs. Includes a 12 month spreadsheet example, governance triggers, and...
Match Numerator and Denominator: EV vs Market Cap for Investors
A practitioner explainer for individual investors and finance students. Learn when to use EV or market cap, how to match numerator and denominator, and...
56% Report TWR: How Investors Should Read TWR vs MWR
Use TWR or MWR correctly. Reconcile their gap with GIPS and SEC guidance, and apply the Excel checks investors need.