![Ronald Moy, Ph.D., CFA, CFP](/img/default-banner.jpg)
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Ronald Moy, Ph.D., CFA, CFP
Registrace 13. 07. 2012
I am a professor at the Tobin College of Business of St. John's University in NY (www.stjohns.edu/academics/schools-and-colleges/peter-j-tobin-college-business), a Chartered Financial Analyst, and a Certified Financial Planner. I've tried to cover many of the topics that appear in introductory and intermediate-level finance courses, including a number of topics that appear on the CFA exams.
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
If you are interested in petitioning content from me or other CZcams providers you can go to Ablebees. Link below.
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
If you are interested in petitioning content from me or other CZcams providers you can go to Ablebees. Link below.
Video
Using the Duration and MDuration functions in Google Sheets
zhlédnutí 104Před dnem
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Federal Reserve Data (FRED )
zhlédnutí 171Před 21 dnem
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Stock Price and VIX Data from Yahoo Finance
zhlédnutí 196Před měsícem
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Computing Portfolio Beta in Excel
zhlédnutí 267Před měsícem
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Forecasting Stock Prices in Excel using Regression
zhlédnutí 462Před měsícem
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Scenario Manager in Excel - Capital Budgeting Example
zhlédnutí 282Před 2 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Annualized Returns in Excel
zhlédnutí 303Před 2 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
NPV and IRR in Google Sheets
zhlédnutí 183Před 2 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Annualized Returns with Periodic Investments in Excel
zhlédnutí 375Před 2 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Data Table for Retirement Savings in Excel
zhlédnutí 345Před 3 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Simulating a Seven Game NBA Series in Excel
zhlédnutí 231Před 3 měsíci
This video shows you how you can conduct a Monte Carlo Simulation of a seven-game series. This example uses data from the 2023-2024 NBA season for the Knicks and Pacers to project the outcome. More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Monte Carlo Simulation - Expected Price
zhlédnutí 457Před 3 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Monte Carlo Simulation - Cumulative Stock Returns in Excel - Revised
zhlédnutí 510Před 3 měsíci
More videos at facpub.stjohns.edu/~moyr/videoonyoutube.htm
Monte Carlo Simulation - Proforma Income Statement
zhlédnutí 513Před 4 měsíci
Monte Carlo Simulation - Proforma Income Statement
Easy Payback and Discounted Payback Period in Excel - Revised
zhlédnutí 773Před 4 měsíci
Easy Payback and Discounted Payback Period in Excel - Revised
Bond Valuation Price Function in Google Sheets
zhlédnutí 334Před 4 měsíci
Bond Valuation Price Function in Google Sheets
Computing IRR Using Goal Seek in Excel
zhlédnutí 513Před 4 měsíci
Computing IRR Using Goal Seek in Excel
PV and FV of Annuities on TI BA II Plus
zhlédnutí 117Před 5 měsíci
PV and FV of Annuities on TI BA II Plus
PV and FV on the TI BA II Plus Financial Calculator
zhlédnutí 164Před 5 měsíci
PV and FV on the TI BA II Plus Financial Calculator
Expected Return and Variance in Google Sheets
zhlédnutí 198Před 6 měsíci
Expected Return and Variance in Google Sheets
Using Solver in Google Sheets to find the Minimum Variance Portfolio
zhlédnutí 230Před 6 měsíci
Using Solver in Google Sheets to find the Minimum Variance Portfolio
Compound Annual Growth Rate in Google Sheets
zhlédnutí 258Před 7 měsíci
Compound Annual Growth Rate in Google Sheets
Fractional and Decimal Stock Quotes in Excel
zhlédnutí 134Před 7 měsíci
Fractional and Decimal Stock Quotes in Excel
Very nice video on this topic. Do you make your spreadsheet available for download? Is it downloadable from your web site? Is there a paid version or free lightweight version of this sheet? I would be interested. Not sure how to best contact you. Thanks for the info anyway.
Studying for my CFP exam and came across this stuff which baffled me. The books I have aren't even close to what this video shows you. I watched this video and it made everything clear in 11 mins. Saves lots of time. Great presentation!
Didnt know about that webpage, its very useful thanks!
the percentage table make confusion. which percentage is for borrow and which is deposit and which is euros and dollar.
So soooo helpful! I don’t understand why all people are preaching the BA II calculator but this 12C ones is the true gem! It saved me at least a few minutes when doing the 2nd example. Thanks god you are here on CZcams ❤
IS A STANDARD deviation of 12 really big?
I tried to download risk solver but it was blocked. What are some alteratives?
I see nothing that tells me how to build this table. Monte Carlo trick aside
Hoping someone answers as posting is older. Can you, instead of using 10K per year of savings use 10K per year spend down (- sign for that cell instead of + sign)?
Useful application and very practical and easy to use. Liked your other clips too. Many thanks.
Thank u I’ve been up studying for my CFP exam 1 midterm and I got overwhelmed and felt like a failure.. found you on CZcams and I’m so happy. Please keep going! Thank you for your service!
You might owe after 2025 😕
Purely amazing! Should have been viewed by millions. Saves lots of hours.
How do you figure a daily interest rate for 200,000.00 at 5% for 256 days
Thank you fir the video, however, it does not work for stocks in Saudi Arabia market.
is this the duration or the modified duration
Modified duration because we are dividing the Macaulay duration by 1+ yield.
This is the most useful video I've found :)
Thank you for this helpful formula
Thanks 🎉🎉🎉
This is full of great excel tips, but I am not sure of the applicability to retirement planning.
Thank you for these amazing videos. I’ve learned so much from watching them…. Cheers!
I am getting a different outcome following the same procedure. Using the HP10bll+, I first clear the CMEM by upshifting, hit C MEM the 1. Next enter 5 for # of years > N key > 10 > I/YR > 100 > PV > FV and I get -104.2367 (set to 4 Dec places per your recommendation). Have also used C ALL prior to same process with same results. Please advise!
I figured it out. Make sure to set P/YR to 1. The default setting is 12.
Furthermore, you explain this to everyone in your video and I had it paused just prior! Thanks for being thorough.
❤ ni ce
How do you put parentheses?
I am getting a different number - 7.6289
u got it wrong
Impressive explanation. Congratulations man!
Thanks professor, as always.
Thank you for this wonderful explanation but could you please demonstrate how to answer a question from first table thank you or picking data from that respective table.
Not sure what you want me to do.
Hi Dr., I have found your work easy to follow, even though I need to be better versed in the latest technology. I took your advice and tried replicating my portfolio in Google Sheets, but I need help accessing the prices for my corporate and US bonds. Do you have any alternative solutions that might work for me? I would appreciate any help you can provide. Thank you so much.
Hi, I have found your work easy to follow, even though I am not well-versed in the latest technology. I took your advice and tried replicating my portfolio in Google Sheets, but I'm having trouble accessing the prices for my corporate and US bonds. Do you have any alternative solutions that might work for me? I would appreciate any help you can provide. Thnaks
thanks professor as always!
This is really brilliant 😮
This is incorrect - you cant take monthly stock returns and annual RF rate
I believe the "TBILLYIELD" function in excel is incorrect. Just to verify, shouldn't the TBILLYIELD also equal the discount rate? According to the Department of Treasury the discount rate: d = (($100-Price)/ *$100* ) X (360 days / r days), where r = days to maturity. This is not the same as the Excel Formula, which you provided as: TBILLYIELD =(($100-Price)/ *Price* ) X (360 / DSM ). I know if we use your numbers, then both formulas would exactly equal each other in this specific case. However, if we change the third decimal place by one number, let’s say $99.672 instead of $99.673, then: d = (($100-$99.672)/$100) X (360 days / 28 days) = 0.042171429 -> 4.217% vs. TBILLYIELD =(($100-$99.672)/$99.672) X (360 / 28 ) = 0.042310206 -> 4.231% Therefore, they are not the same. I also believe that the TBILLEQ formula from Excel is *sometimes* wrong. According the Department of Treasury the “Coupon Equivalent Yield” i = (($100-Price)/Price) X (y / r) (Note: this formula is for bills of not more than one half-year to maturity) where r = the number of days remaining to maturity y = number of days in year following the issue date; normally 365, but if the period from the issue date to the same date 1 year ahead contains February 29, then y is 366. (e.g., 2020 is a leap year. Suppose the issue date for a 26-week bill is February 28, 2019. The date 1 year ahead is February 28, 2020. That 1-year period from the issue date of the bill does not contain “February 29,” therefore y = 365. Now suppose the issue date of a 26-week bill is March 1, 2019. The date 1 year ahead is March 1, 2020. That 1-year period from the issue date of the bill contains “February 29,” therefore y = 366.) Therefore “i” could be: i = (($100-Price)/Price) X (365 / r) or i = (($100-Price)/Price) X (366 / r) depending on the number of days in year following the issue date. From Microsoft, TBILLEQ = (365 x rate)/(360-(rate x DSM)) As far as I’m aware, the 365 does not change to 366 if the date one year from the issue date is 366 days. Just so you guys know, I got the this information from the following discount rate d = (($100-Price)/$100) X (360 days / r days) where r = days to maturity File: ofcalc6decbill.pdf from treasurydirect (page 1) i = (($100-Price)/Price) X (y / r) from google search “Appendix B to Part 356” under ecfr link scroll all the way down to “D. Calculation of investment rate (coupon-equivalent yield) for Treasury bills:”
Superb video! Thanks a lot!
You should consider the annualized return but you didn't do it You used the monthly return This is wrong that I think
When you look at the option premium e.g- $0.02 (in the first example) and multiply by 100m GBP to get a cost of $2m. Does it matter that they are in two different currencies? or is it better to convert the 100m into USD at the spot rate first?
It seems a lot of people here are confused as to why company A has an absolute comparative advantage.From what I understand we should not be comparing the 8% domestic rate with the 7% foreign rate. Instead, compare the 7% foreign rate it would have had to pay with the 6% it actually pays. Same in the case of company B, compare the 9% it would have had to pay with the 8% it actually has to pay. Essentially each firm is taking advantage of the fact that the other firm can borrow locally at a lesser rate.Correct me if I'm wrong
Many thanks Ronald, can you please make a video showing the returns affected but adding cash and withdrawals from the account? Also for the above example is there a better way when for the same stock you have several purchases at different date ? Thanks
Is this the formula used by finance/banker bros for exponential assets/gains? 353% annualized on my crypto acct seems a bit low and I need to borrow more @14%
Thank you Ronald. It will be a great help if you can perhaps maybe generalize this CAGR calculation for a more realistic scenario. With realistic scenario, I mean instead of buying a stock in just one shot, how can we calculate annualized return if we were buying chunks at regular intervals i.e. Dollar Cost Averaging). Also, is there a way to account for dividend income in this calculation?
thanks you soo much i am doing an online classe on edx on financial market analysis and your video was very helpfule
Thank you very much Dr. 🎉🎉🎉
Wow! Really useful! Thanks again!
Thank you! Very clear and interesting!
Very helpful, than you!
Sharpe ratio formula is wrong. Risk free rate is annualized. Your expected return and std dev are monthly.
Thank you I appreciate what you showed me how to do!
Well done. Want to learn more on other stragedy.