A “hands-on” guide to applied equity analysis and portfolio management from asset allocation to modeling the intrinsic value of a stock, Applied Equity Analysis and Portfolio Management: Tools to Analyze and Manage Your Stock Portfolio offers readers a solid foundation in fundamental analysis using tools and techniques as professional investors. Written by Professor Robert A. Weigand, this resource is filled with real-world illustrations and hands-on applications that cover topics such as analyzing the macro-finance environment, sector rotation, financial analysis and valuation, assessing a company’s competitive position, and reporting the performance of a stock portfolio.

Unlike typical books on this subject—which feature chapters to read and exercises to complete—this resource allows readers to actively participate in the learning experience by completing writing exercises and manipulating interactive spreadsheets that illustrate the principles being taught. The learning system also features instructional videos that demonstrate how to use the spreadsheet models and excerpts from the author’s blog, which are used to depict additional examples of the analysis process.

Along the way, it skillfully outlines an effective approach to creating and interpreting outputs typically associated with a top-down money management shop—including a macroeconomic forecasting newsletter, detailed stock research reports, and a portfolio performance attribution analysis. Readers will gain practical insights and skills necessary for successful equity analysis and portfolio management.