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Financial model for investment

$10-50 USD

Completed
Posted about 5 years ago

$10-50 USD

Paid on delivery
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
Project ID: 18935336

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21 proposals
Remote project
Active 5 yrs ago

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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 can review the same and then award if it is as required. Being a full time freelancer working exclusively on Excel based projects, I work on such Excel based tasks every single day. I have 18 years experience in using Excel as part of my daily work life. Over the last 25 MONTHS , I have spent at least 250 HOURS on automation in Excel every month. Have a Great Day! Srinivasan
$15 USD in 0 day
5.0 (180 reviews)
6.8
6.8
21 freelancers are bidding on average $44 USD for this job
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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 the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$50 USD in 1 day
4.9 (493 reviews)
7.7
7.7
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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 days
5.0 (153 reviews)
6.8
6.8
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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 models/templates created by me here https://www.freelancer.com/u/best4best?w=f. Regards Soni
$35 USD in 1 day
5.0 (134 reviews)
6.3
6.3
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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 chartered accountant (CPA) with 9+ years of experience. i have prepared financial models for clients based in US, UAE, KSA, Pakistan, UK etc. by carrying out the market research in their specific areas. I have prepared financial models & feasibilities for restaurants, manufacturing, trading, services, IT sector etc. i can deliver you within 3 - 4 days time. In my deliverables, i will provide you excel sheet containing financial model with separate assumptions sheet completely linked with financials which makes easy any further change that you may needed from time to time. Please contact and discuss the details.
$85 USD in 2 days
4.6 (133 reviews)
6.5
6.5
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Greetings! I am qualified accountant and financial analyst with ten years of experience. Please PM to discuss. Thank you.
$77 USD in 1 day
4.8 (63 reviews)
6.0
6.0
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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, cash flow statement, profit and loss statement, reconciliation of bank accounts, profitability analysis. I have prepared financial models for restaurants, manufacturing, trading, IT, and services etc. I can deliver you within 2-3 days. With my experience in financial services I assure I can help you in financial model responsibly and provide you with better quality. Please contact and have a look at my samples. I have also attached a few on my portfolio for quick review. Please drop me a message to take this forward. Regards, Syed Omair Ali
$65 USD in 3 days
5.0 (20 reviews)
4.2
4.2
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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% accuracy. 1. Accounting/Bookkeeping (QuickBooks, Oracle, MS Dynamics, Xero, MYOB, Wave) 2. Company setup in accounting software 3. MS Excel (proficient) 4. Financial Modeling 5. Business Analysis/Valuations 6. Bank Reconciliations 7. Cash flow analysis 8. Preparation of financial statements 9. Budgeting and Forecasting 10. Accounts Receivables Management Apart from these I have a team with expertise in the following areas: • Data Entry • Data Processing • Web Scraping • Excel• Word• PDF Editing• PDF to Excel/Word I promise to provide: • Timeliness • Reliability • Quality Work • Proficiency • Excellence
$15 USD in 2 days
4.9 (23 reviews)
4.0
4.0
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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 and working as a investment banker so it's regular work for me. waiting for your response.
$30 USD in 2 days
5.0 (5 reviews)
3.0
3.0
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Give me 15 minutes to present to you my professional services, then you free to decide the conclusion.
$10 USD in 1 day
4.6 (5 reviews)
2.0
2.0
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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: 1) Excel 2) Financial Analysis 3) Data Analysis etc.
$20 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Hi. I am a CPA (USA) and a Chartered Accountant from India. I have an experience of more than 10 years in the field of accounting, taxation, financial management, auditing, etc. My clientele includes businesses from different sectors of the industry including banks, insurance companies, finance companies, etc. I have done these type of assignments before for my private clients. The cutting edge of my services include timely completion of work and minimum response time. Looking forward to working with you Thanks Prerana Dokania
$40 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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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. 7
$50 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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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 in 1 day
0.0 (0 reviews)
0.0
0.0
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i will analyze every project find out alternative business plane and compare with each others i will submitted demo task every day portfolio model for investment (Lower risk and higher profitability) i can ensure to complete because,to complete it help my academic and professional knowledge and experience i went to do this at lower cost because i completed this type work previously which is help to complete quickly
$45 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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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 days
0.0 (0 reviews)
0.0
0.0
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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 in 1 day
0.0 (0 reviews)
0.0
0.0
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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 days
0.0 (0 reviews)
0.0
0.0
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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 days
0.0 (0 reviews)
0.0
0.0
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Hello, I'm happy to prepare this spreadsheet to help you forecast your portfolio. Thank you, Keegan
$15 USD in 1 day
0.0 (0 reviews)
0.0
0.0

About the client

Flag of ARGENTINA
Buenos Aires, Argentina
5.0
14
Payment method verified
Member since Aug 27, 2010

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