Tham khảo tài liệu 'project management roi a step by step guide for measuring the impact and roi for projects_8', kinh doanh - tiếp thị, quản trị kinh doanh phục vụ nhu cầu học tập, nghiên cứu và làm việc hiệu quả | 104 I Step 3 Generate a Good Risk-Adjusted Return on Investments Mr. and Mrs. Fit Become Part-Time Portfolio Managers Mr. and Mrs. Fit decide to take control of their own investment performance and portfolio management. Mr. Fit now realizes that simply setting an allocation percentage in his retirement account and passively rebalancing each year provides very poor performance and takes large risks with his retirement cash. He also knows that paying a financial company an annual fee for implementing a similar procedure for him makes no sense he ll still make a poor return but also be out the fee. Mr. Fit makes a decision to find the time to actively manage his own investment accounts and puts a plan in place to acquire the required skills that he currently lacks in order to do this effectively. Mr. Fit has a personal computer and a spreadsheet program but he is nowhere near an expert user so he takes some online courses to significantly improve his spreadsheet formula skills. His aim is to become an expert user like Mrs. Fit. Once he is much more competent at spreadsheet formulas Mr. Fit downloads the free trial of XLQ so he can easily get historical price data into his spreadsheet. He spends a few weeks learning about all the new formulas he has access to via XLQ and builds some charts and tables that give him lots of information about various financial instruments. Next Mr. Fit uses a financial web site that has ETF information to construct his initial portfolio of tradable ETFs. He plugs each one into his spreadsheet and writes formulas that calculate the capital efficiency the ten-day price move and the ten-day ATR. He can use this information to signal when he should consider entering a new position. He looks at the list each evening to see how often he gets a new entry signal. While he is waiting for his first entry signal Mr. Fit programs the position-sizing calculation into his sheet. He inputs his account value and his risk per trade and the spreadsheet .
