Financial model for investment

I need to determine value of a diminishing portfolio over a period of time...

(3yrs - 5yrs - 10yrs - 15yrs)

- the portfolio will hold one investment - "FIE"

- the portfolio will hold 70,000 shares (@$7.00 each) = $490,000.00

- FIE is valued @ $7.00/share and shall remain constant for this model

- FIE pays a dividend of $.04 / share monthly

- withdraw $4000.00 monthly from the portfolio - consisting of dividend + sale of shares to achieve $4000.00 (therefore the next month - amount of shares available is reduced

- need to know value of portfolio for 3, 5 ,10, 15 yrs and indicate shares remaining

Habilidades: Excel, Finanças, Análise Financeira

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Acerca do Empregador:
( 13 comentários ) Buenos Aires, Argentina

ID do Projeto: #18935336

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Greetings! I have put together a table with all formulas. The value of portfolio for 3, 5 ,10, 15 yrs and shares remaining is readily available now. If you can initiate a chat, I can share the same immediately. You Mais

$15 USD em 0 dias
(162 Comentários)

24 freelancers estão ofertando em média $43 para esse trabalho


I am a qualified professional accountant, APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting t Mais

$50 USD em 1 dia
(478 Comentários)

Hi, I am an Excel expert and can create easy-to-use financial model for you to determine valuation of the diminishing portfolio over the period as described by you. Please take a look at my portfolio of Excel mod Mais

$35 USD em 1 dia
(129 Comentários)

Please review my profile as i have relevant skills and experience required for this project. Kindly send me a message to discuss further. Thanks, Asad Khan

$50 USD in 5 dias
(112 Comentários)

Greetings! I am qualified accountant and financial analyst with ten years of experience. Please PM to discuss. Thank you.

$77 USD em 1 dia
(58 Comentários)

Hi there, I believe to be a perfect fit to help you with your Investment Portfolio Valuation if you are looking for professional work. Please find below my relevant experience and qualifications for your review: Mais

$50 USD in 10 dias
(23 Comentários)

CHECK MY SAMPLE WORK 5 YEARS FINANCIAL MODEL HI. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate Mais

$85 USD in 2 dias
(82 Comentários)

Hi, I am good with investment analysis and I can estimate the value of the equity (portfolio) for the given period. Please feel free to contact. Thank you! Regards, Nagaraju

$35 USD em 1 dia
(28 Comentários)

Dear Client, I am a Chartered Accountant (CPA) having an experience in finance & accounts, financial planning, financial projections, business planning, financial models, feasibility studies, forecasting, budgeting, c Mais

$65 USD in 3 dias
(11 Comentários)

hi there, I have completed this same project for a college work just one month back. I know all about details and with the use of excel I can give results in minimum possible time. also I am an MBA graduate in finance Mais

$30 USD in 2 dias
(2 Comentários)

Hello, I'm Accounting Professional with more than 5 years experience in Accounting/bookkeeping. I have in-depth professional experience and have the ability to provide quality services in the following areas with 100% Mais

$15 USD in 2 dias
(4 Comentários)

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$50 USD in 10 dias
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Hello, I'm happy to prepare this spreadsheet to help you forecast your portfolio. Thank you, Keegan

$15 USD em 1 dia
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Master in Financial Analysis, currently handle lecturer for Accounting, Finance, and Ms Excel, put attention into user friendly

$50 USD in 3 dias
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Expert in; Financial analysis . Valuation . Financial Planning . Stock Valuation . The work will take 5 days for appropriate due diligence, accurate model selection .

$111 USD in 5 dias
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Dear Sir/Madam, I based in Account and Finance. Please give me the opportunity to full fill the task. Regards Kunal

$55 USD in 5 dias
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I am a chartered accountant and thus holding expertise in finance domain. Also, i am currently working in portfolio management company. Thus keeping in mind the requisite qualification, you can allot the project to me.

$25 USD em 1 dia
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Hi, I have previous experience in Portfolio management in excel. Myself is an investor at DSE (Dhaka Stock Exchang) here in Bangladesh and I maintain my Portfolio myself. Relevant Skills and Experience My Skills are: Mais

$20 USD em 1 dia
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Hi, i study financial economics at the best university in iran, and your project can be easily done.

$25 USD in 2 dias
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I have passed CFA Level 1 examination and this model is what I am doing every day. It can be easily done in Excel, so You will get the model (XLSX file) in 10 hours from the moment you award me this project.

$25 USD em 1 dia
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Highly skilled individual in excel & financial analysis. Have worked for finance, sales, operations, supply chain & logistics business functions. Having more than 3 years experience in the relevant field. Mais

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