Risk-adjusted performance: Ulcer index and Martin ratio (Excel)

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  • Опубликовано: 27 ноя 2024

Комментарии • 13

  • @NEDLeducation
    @NEDLeducation  2 года назад +3

    You can find the spreadsheets for this video and some additional materials here: drive.google.com/drive/folders/1sP40IW0p0w5IETCgo464uhDFfdyR6rh7
    Please consider supporting NEDL on Patreon: www.patreon.com/NEDLeducation

  • @OlinHyde
    @OlinHyde 2 года назад +1

    Brilliant presentation with perfect pacing. Love, love, love this channel! Amazing stuff.

  • @j0shm0o1
    @j0shm0o1 2 года назад +2

    Great video! Very well explained. You are a true Guru🙏

  • @jczamora_lpa
    @jczamora_lpa 2 года назад +2

    Thank you very much Savva for your incredible videos. TNX.

  • @RenanSMendes
    @RenanSMendes 2 года назад +1

    Wow great explanation. Greetings from Brazil =)

  • @MrMahankumar
    @MrMahankumar 2 года назад +1

    Great!!!!

  • @mateligeti6545
    @mateligeti6545 2 года назад

    really loved the explanation, great job, but a question occured to me (pls let me know if im wrong, maybe i'm misunderstanding something):
    ur returns are annualized, yet the drawdowns are on a daily basis, thus ulcer index will be a daily metric too... shouldn't you match these periods and multiply ulcer by sqrt(no. of trading days) to make ulcer annual too or something?
    thanks in advance!

  • @selimbahayldz4544
    @selimbahayldz4544 2 года назад +1

    Thank you very much Dear Savva. Could you please optimize CVaR, MAD, Omega, Sortino, Max Drawdown, tracking error and other risk-adjusted performance methods in excel?

    • @NEDLeducation
      @NEDLeducation  2 года назад +1

      Hi Selim, and glad you liked the video! Thanks for the question, yes, it is as easy as using Solver! For example, here I have got a video optimising the Omega ratio: ruclips.net/video/FHk8-3yx3LU/видео.html

    • @selimbahayldz4544
      @selimbahayldz4544 2 года назад

      @@NEDLeducation Thanks.

  • @Septumsempra8818
    @Septumsempra8818 2 года назад +2

    How do we work with multiple currencies?
    For example, if we have a Russian and US asset universe. When and how do we consider currency in the post-modern practitioner framework of portfolio construction/management?
    s/o from South Africa

    • @NEDLeducation
      @NEDLeducation  2 года назад

      Hi Alexandros, and thanks for the excellent question! Generally, you convert all asset prices in your investable universe into one currency, preferably the domestic currency of a portfolio owner.

    • @Septumsempra8818
      @Septumsempra8818 2 года назад

      @@NEDLeducationOK thank you. And if I'm building factor models can I have 2 markets with 2 stochastic risk free rates?
      I ask because in South Africa we have a tax fee savings account that allows for investment in certain large ETFs. If I want to build factor models, do I choose US/global as the main market or can I have multiple?